Beyond The Books

Beyond The Books

Download on the App Store

Beyond The Books episodes

  • The Healthcare Checkup Every Ambitious Entrepreneur Needs | With Hallie Woods

    Is your health strategy keeping pace with your business growth? Hallie Woods, founder of Accessum Health, walks you through the healthcare coordination framework that ambitious entrepreneurs need. Discover why treating your health like your business is the only way to sustain long-term success.

    Topics covered:

    • Recognizing gaps in the healthcare system and turning them into business opportunities
    • The "infrastructure" between doctor visits where coordinated care happens
    • Why second opinions matter: an 80% chance your care plan will improve
    • Healthcare management as a business investment and tax advantage
    • Preventive care strategies for ambitious entrepreneurs
    • Personal stories: navigating rare cancer diagnosis, cardiac issues, and pediatric care
    30 min
  • From Chaos to Scale: When Your Law Firm Needs a COO, Not Just More Cases With Eamon Graziano

    Your firm is bringing in more cases, more revenue, more staff - so why does it feel harder to run than ever? In this episode of Beyond the Books, Jessica Gonifas, CPA and founder of Silver Peaks CPA, sits down with Eamon Graziano, a fractional COO who has scaled law firms from six-figure Google Sheet operations to firms managing thousands of cases a month.

    Eamon breaks down the real difference between growing a law firm and scaling one, why revenue growth alone doesn't fix operational strain, and how to diagnose whether you're facing a people problem, a process problem, or a leadership problem before it quietly erodes your bottom line. He also shares the revenue thresholds where firms typically need to move from an office manager to a director of operations - and eventually to a fractional or full-time COO - plus what a COO audit uncovers in the first 30 days.

    If your firm looks more successful on paper than ever, but running it has never felt harder, this conversation gives you a framework for building the operational infrastructure your growth actually requires.

    35 min
  • Don't Get Hit by an Iceberg: Strategic IT & Cybersecurity for Law Firms

    Most law firm owners don't know what they don't know about their technology infrastructure. Mike from TeamLogic IT reveals the hidden issues sinking firm profitability - from device downtime to phishing threats. Learn the strategic questions to ask your IT provider, why billable capacity matters more than ever, and how proactive IT investment can drive 20%+ productivity gains.

    26 min
  • "We're in the Cloud" Is Not a Backup Plan: Cybersecurity Strategy for Law Firms

    Mike Treiser, President and CEO of TeamLogic IT West Denver, joins Jessica Gonifas to unpack why law firms are prime targets for cyber threats - and why treating IT as a "necessary evil" leaves your firm exposed.

    Learn the difference between reactive and strategic IT, why the baseline for protecting any serious firm is nine security measures (not three), and the one action every firm should take this week: true third-party, encrypted backup of client data.

    18 min
  • Its Not Your Team That Limits You, Its Your Scarcity Mindset

    Almost every attorney has thought about writing a book - and almost every one of them has talked themselves out of it. No time, too expensive, "who would read a book about my practice area anyway?"

    In this episode, host Jessica Gonifas sits down with Melanie Herschorn, founder of Big Impact Books and author of Lasting Legal Impact, to call that hesitation what it really is: a scarcity mindset. Melanie explains why a book is far more than a marketing piece - it's the foundation of your authority, opening doors to podcasts, stages, and referral relationships that one-on-one networking never could.

    🎧 Tune in to learn how a book can become your firm's hardest-working business development asset - and how to finally start yours.

    22 min
  • Stop Lying to Yourself About Your Core Values

    Your values shouldn't just live on a poster - they should drive every decision you make in your firm. Jessica Gonifas sits down with Megan Fuciarelli, founder of US² Consulting, to unpack why so many law firm owners have "aspirational" values they don't actually live by, and how a simple exercise, looking at your best and worst clients, can reveal the values already shaping your business. They cover why saying no to the wrong clients fuels growth, how to turn values into daily accountability with your team, and what happens to trust when an owner isn't clear on what they stand for.

    🎧 Tune in for a practical exercise that turns your firm's values from a poster on the wall into a business tool you actually use.

    20 min
  • Its 2026 Could You Learn To Delegate Already

    The skills that made you a great lawyer aren't the skills that make you a great leader — and delegation is where that gap shows up first.

    In this episode, Jessica talks with leadership coach Ann Collier about why firm owners stay stuck doing everything themselves, how to build trust in your team without losing control, and how to spot what's really holding you back.

    🎧 Tune in for a practical look at what it actually takes to stop being the bottleneck in your own firm.

    22 min
  • Your Frustration Is A Tool To Get Better, Use It.

    What if frustration is actually your sign to level up? 🚀

    In this episode, Jessica shares how reaching her "enough is enough" moment pushed her to rethink how she ran her firm, trust her team, and create more space for strategy, growth, and life beyond the day-to-day.

    🎧 Tune in and discover how frustration can become the starting point for meaningful innovation and change.

    10 min
  • How Is Your Cowardice Influencing Your Team? It's Time for Courageous Conversations.

    Leadership isn't about having all the answers—it's about building trust.

    In this episode of Beyond the Books, Jessica Gonifas and Scott Carley share practical strategies for strengthening trust, navigating courageous conversations, and creating a leadership style that inspires teams to grow.

    Tune in for actionable insights every law firm owner can apply today.

    20 min
  • Your Conversions Suck: Meet The Sales Mechanic

    Your conversions don't have to stay stuck.

    In this episode of Beyond the Books, Jessica Gonifas sits down with Rich "The Sales Mechanic" Cocuzzo to explore why law firm conversions fall short and how to build a repeatable sales system that drives consistent growth.

    Discover practical strategies for improving referrals, nurturing leads, and creating a revenue engine that scales. Tune in to the latest episode today!

    19 min

About Beyond The Books

From the publisher's feed

Your law firm deserves more than just a tax return — it deserves a profit plan.