Podcast Index

Podcasts

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The Accounting Leads Now Podcast The Accounting Leads Now Podcast James Donovan 4REX | Trading Talk 4REX | Trading Talk Tom von 4REX Impulse Renta 4 Pódcast Renta 4 Pódcast Renta 4 Enlightened Misfits Podcast Enlightened Misfits Podcast Lauren Pearlingi What the Biz?! What the Biz?! What the Biz?! The Verdict with the Catastrophic Injury Lawyer Clarke Speaks The Verdict with the Catastrophic Injury Lawyer Clarke Speaks Clarke Speaks Trash Talk Trash Talk The Landfill Group Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Nonprofit Launch Plan Podcast for Startup, Small, and Growing Nonprofits Matt Stockman Just Money Podcast Just Money Podcast Just Money Podcast Bitcoin Italia Podcast Bitcoin Italia Podcast Rikki & Guybrush Coffeez with Joe Shalaby Coffeez with Joe Shalaby Joseph Shalaby Dagen med Di Dagen med Di Dagens industri Make Economy Great Again Make Economy Great Again WELT Growing Up In America: The Way It Is Growing Up In America: The Way It Is Dr. Robert Sanborn Techlandia Techlandia Technology Association of Oregon Bitcoin Takeover Podcast Bitcoin Takeover Podcast Vlad Costea CFO Podcast CFO Podcast Peter De Roeck Energy Trade Show Podcast Energy Trade Show Podcast Ben Seligson Brands, Beats & Bytes Brands, Beats & Bytes Brand Positioning Doctors Breaking Banks Breaking Banks Breaking Banks - The #1 Global Fintech Podcast Happier in Hollywood Happier in Hollywood The Onward Project Restaurant Hoppen Restaurant Hoppen Hurrdat Media Hidden Forces Hidden Forces Demetri Kofinas Your Money Minute Your Money Minute CNBC Life Kit Life Kit NPR Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Work Daily - Career, Productivity and Entrepreneurship Optimal Living Daily | Dan W. Faith & Finance Faith & Finance FaithFi Second in Command: The Chief Behind the Chief with Cameron Herold Second in Command: The Chief Behind the Chief with Cameron Herold Second in Command with Cameron Herold The Playbook With David Meltzer The Playbook With David Meltzer David Meltzer, Entrepreneur.com The Contractor Fight with Tom Reber The Contractor Fight with Tom Reber Tom Reber De Belegger De Belegger De Belegger Selling the Couch Selling the Couch Melvin Varghese, PhD Schwab Market Update Audio Schwab Market Update Audio Charles Schwab Financially Confident Christian Financially Confident Christian Ralph V. Estep, Jr. Optimal Finance Daily - Financial Independence and Money Advice Optimal Finance Daily - Financial Independence and Money Advice Optimal Living Daily | Diania Merriam The Best One Yet The Best One Yet Nick & Jack Studios Profit by Design Profit by Design Dr. Sabrina Starling
The Accounting Leads Now Podcast

Business

The Accounting Leads Now Podcast

James Donovan

He's a Lawyer AND a CPA. Here's the One Question That Changed His Sales | with Christopher Papin

July 02, 2026 4:00am 29 min

You ask clients to send a PDF through a secure portal. If they can't, they're not your client.Sounds harsh. It's not, it's a filter.Episode 80 features Christopher Papin, who runs a law firm AND a CPA firm at the same ti...

The Man Who's Never Lost a Deal in 12 Years (Here's How) | Justin Farmer

June 18, 2026 4:00am 31 min

You've spent years building your firm. But if someone asked what it's worth today, could you actually answer that?Most owners can't. And that gap is exactly where deals fall apart.Justin Farmer is a licensed attorney and...

Something Quietly Hit Accounting Firms in 2025. Here's What to Do About It. | Erica Goode

June 04, 2026 4:00am 21 min

Your pipeline feeling a little thin? Clients suddenly asking more questions about price?You're not imagining it. And you're not alone.Since fall 2024, a perfect storm has been building, AI-assisted offshore firms, a soft...

The #1 Thing Accounting Firms Refuse to Do That Costs Them Clients | Drewbie Wilson

May 21, 2026 4:00am 29 min

Your prospects already know they need what you do. So why aren't they signing?Most of the time, it's not your pricing. It's not your niche. It's that nobody picked up the phone.Drewbie Wilson built a movement around thre...

He Had a Stroke. Then He Built a Conference. Here's What Accounting Got Wrong | With Randy Crabtree

May 07, 2026 4:00am 36 min

You're exhausted. You keep telling yourself it's just tax season. But deep down, you know it's been longer than that.Randy Crabtree pulled over at a phone booth to quit his job and become a CPA. He built a firm, burned o...

He Landed a Client Shooting Machine Guns | Sean Duncan

April 23, 2026 4:00am 41 min

A West Point grad invites you to shoot fully automatic machine guns and drink bourbon. You go. You meet a fractional CFO. Three months later, he's a multi-thousand dollar a month client.That's not a marketing strategy. T...

She Left a 15-Year Career and Hit Capacity in Year One | Katie Helle

April 09, 2026 4:00am 28 min

You're grinding through tax season wondering when it gets easier. What if the answer isn't working more, it's being more intentional about what you build and who you build it with?Katie Helle walked away from a 15-year c...

The Real Reason Prospects Say “I Need to Think About It" And How to Fix it, With Brian Mayoral

March 26, 2026 4:00am 33 min

Most accounting firms don’t lose deals because of price.They lose them because they explain too much.In this episode, Brian Merrill breaks down why prospects say “I need to think about it” and what’s actually happening o...

Why We Burned Down 70 Episodes and Started Over

March 25, 2026 4:00am 8 min

 We recorded 70+ episodes of CFO Chronicles. Incredible guests. Great conversations.And we still hit pause.Not because we ran out of ideas, because something wasn't working. So we scrapped the name, retooled the format, ...

This Accountant Built His Own Payroll Software, Because No One Else Would - With Brian Clare

January 15, 2026 4:00am 31 min

Most accountants talk about innovation. Brian Clare actually builds it. From killing time tracking to launching his own payroll software for Canadian accountants, Brian isn't just running a firm, he’s engineering the nex...

Miss This Window and You'll Regret It: Why He's Buying Firms in 2026 - With Nik Watson

January 08, 2026 4:00am 33 min

What if you could own a thriving accounting firm without a CPA, EA, or even industry experience?Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acq...

I Almost Shut It All Down in July. Here’s Why I Didn’t.

January 01, 2026 4:00am 28 min

2025 nearly broke me.Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month.But we didn’t quit. And by November, we closed 10 new ...

You’re Losing Clients in Every Meeting and Don’t Know It - With Jordan Vickery

December 25, 2025 4:00am 34 min

Most firms treat meetings like a checkbox. Talk. Wrap. Move on.But what if the way you run and follow up on meetings is quietly costing you hours each week and revenue you don’t realize you’re losing?Jordan Vickery, co-f...

The Anti-Hourly Firm Model That Clients Actually Prefer - With Dylan Fabbi

December 18, 2025 7:00am 37 min

Hourly billing isn’t just outdated, it’s blocking your growth. In this episode, Dylan from Fabbi breaks down how his firm ditched time-based pricing, scaled past 500 clients, and became the go-to financial team for busin...

The Business Model You’re Using Is Outdated (Here's How to Fix It) - with Michael Ly

December 11, 2025 4:00am 36 min

Still billing by the hour and afraid to raise prices? That’s exactly why you’re stuck.Michael Ly, founder of Reconciled, joins CFO Chronicles to dismantle outdated firm models and share the mindset shifts that helped him...

Why So Many Accountants Are Broke by December, Even the Good Ones - With Tony Proctor

December 04, 2025 4:00am 37 min

Why are so many firm owners flat broke in Q4, even after six-figure tax seasons?Tony Proctor’s been running a firm for 20 years, and he’s seen it all: tax pros who bleed cash every December, clients who push for fraud, a...

You Don’t Need More Leads, You Need Better Conversations- With Kwame Agyei

November 27, 2025 4:00am 39 min

Most accounting firms are burning cash on cold leads and broken outreach funnels, but what if that’s not your real growth problem?In this episode, I sit down with Kwame Agyei, founder of Appoynt, to reveal what actually ...

Your Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams

November 20, 2025 4:00am 36 min

Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M...

Still Billing by the Hour? It’s Why You Can’t Scale - With Debra Kilsheimer

November 13, 2025 4:00am 42 min

Most accountants are losing business and don’t even realize it.In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and endin...

Get a Flood of Inbound Leads with Zero Cold Outreach

November 06, 2025 4:00am 59 min

You’re not invisible. You’re just not on Google.In this special workshop episode, you'll learn the exact strategy that's generated:$125K of new revenue in 49 days (Shaun)113 inbound calls in 16 days (Shalini)$83K in five...

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