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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).

Debra Kilsheimer joins to share what actually drives client loyalty, why she ditched hourly billing decades ago, and how she built her firm "Behind the Scenes Accounting" that runs on relationships, not reports.

You’ll learn:

• The 3 questions that close high-value clients fast
• Why your financial reports are being ignored
• The hidden price of sticking to “industry best practices”
• How small touches (like a handwritten note or birthday call) get remembered longer than your year-end package

📲 Want to connect with Debra? Reach out on LinkedIn or email her at [email protected].

This one will have you rethinking everything from pricing to client retention. Hit play now.

Send a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

Let’s map out your growth plan together → Book your free strategy call