You're making money. So why are you always chasing cash?

Mike Milan aka Cash Flow Mike has built 14 businesses and now teaches accountants and business owners how to stay cash-rich and debt-free.

In this episode:
 • Why 90% of businesses don't have 3 months of cash on hand
 • How growing fast nearly bankrupted him
 • The money rule that separates the broke from the stable
 • The single shift that helps accountants get clients to actually listen

💬 Want more from Mike?
 Grab his free tools and training: https://cashflowmike.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Most firms wait to adapt, Gary DeHart built a media empire by doing the opposite.

As the publisher of Insightful Accountant and founder of the Top 100 ProAdvisor Awards, Gary shares:

• What 10+ years of ProAdvisor data reveals about firm success
• How small firms can punch above their weight at industry events
• Why AI is not optional (and where to start if you’re behind)
• Leadership lessons from military training that apply to accounting
• What’s coming next at Scaling New Heights and Intuit Connect

🎓 Plus: Details on his Be Insightful training platform for firm owners

📬 Want to connect with Gary

•  Visit insightfulaccountant.com
•  or find him on LinkedIn under Gary DeHart

🎧 Hit play to stay ahead of the curve and make smarter moves this year.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Losing $100K/month and didn’t know it.
Until Sonny Grappone showed up.

In this episode, the founder of Precision Accounting & Consulting breaks down the real reason most businesses stall financially (hint: it’s not marketing or sales).

🎧 What you’ll learn:

• The $500K payroll spike a client missed
• Why 75% of contractors can’t track profit per job
• The #1 red flag Sonny sees on balance sheets
• How he used ERC to build a 7-figure firm (by the book)
• What founders get wrong about accounting (and how to fix it)

If you’ve ever thought "we’re doing fine," this is your wake-up call.
 ‍
 📬 Connect with Sonny:
 → [email protected]
 → precisionaccountingconsulting.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

If your team disappeared tomorrow, would your business survive?

 Most founders build fast, but not to last. Sharrin Fuller, founder of Glass Wallet Ventures, joins CFO Chronicles to share why even successful businesses stall (or collapse) when leadership ignores the endgame.

Inside this episode:
 • How Sharrin rebuilt everything after firing 10+ team members
 • Why documentation, not hustle, determines whether you scale
 • Her method for “cloning” your role so you can finally step back
 • The project management mistake that could kill your momentum
 • Real talk on fractional leadership, remote ops, and founder blind spots

💡 Plus: Sharrin’s funniest career pivots (yes, they include Costco and nail salons)

📬 Want to connect with Sharrin?
 Visit glasswalletventures.com her courses, templates, and contact details are all there.

🎙 Hit play. Then fix what’s breaking behind the scenes before it breaks you.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

You’re not broke, but you might be bleeding.

What if your biggest profit leak isn’t your pricing or marketing… but the decisions you’re not even tracking?

🎙 In this episode, fractional CFO Tom Schultz (48+ clients, $1M - $80M businesses) breaks down:

 • The hidden cost of founder “gut calls”
 • What really happens when you scale without financial structure
• Why money in the bank ≠ a healthy business
• The mindset shift that separates operators from real CEOs
• The hiring mistake that quietly kills growth

⏳ This episode might save you six figures, or years of rework.

📬 Want to connect with Tom?
 Reach him via LinkedIn or at CFO2Fractional.com

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Rachel Phillips isn’t guessing. She built a remote-first accounting firm that now supports 40+ employees and most of them are moms.

 Before remote work was normal, Rachel Phillips owner of Fully Accountable made it essential. In this episode, she unpacks how her team’s flexibility has become their unfair advantage and why the office is never coming back.

What you’ll learn:

• Her strategy for sourcing elite part-time and full-time finance talent
• The power of marketing-style job ads (and how yours are repelling talent)
• Why refund-prone leads cost more than you think
• The “chargeback at 2 AM” story that changed how she runs her business
• The mindset shift that helped her stop being reactive and start building intentionally

This one’s for founders who want freedom and growth and don’t want to choose between them.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

88% of buyers start on Google, but if your firm isn’t showing up, you don’t exist.⚠️

 Referrals won’t scale. SEO alone won’t save you. And “trying out” paid ads without a strategy? That’s just burning cash.

In this episode of CFO Chronicles, we’re joined by Jeremy Estey of Amber Sky Marketing, a Google Ads strategist helping firms across North America get seen, clicked, and hired. We unpack the hard truths firms need to hear in 2025, including:

• Why Google Ads now outperform SEO by default
• How to spend just $500 and actually get real insights
• The search terms your next CFO client is already typing
• Why vague, generalist messaging is killing your ROI
• What AI-powered search means for your visibility (and what to do now)

If you’ve ever said, “We tried ads and they didn’t work,” this episode will show you exactly why, and how to fix it.

 Listen now or get left behind.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

Growth ≠ scale, and too many founders learn that the hard way.

In this episode, I sit down with Michael Straza of Straza Consulting to unpack what actually holds back firms from reaching the next level and why more sales won’t fix a broken structure.

They dive into:

• The difference between running a business and truly being in control
• Why poor delegation crushes growth (and team morale)
• How Straza helped firms jump from $5M to $15M, then rebuilt profit
• Real stories of operational friction, founder bottlenecks, and burnouts
• How to tell if your company’s outgrown its team (and what to do next)

If your firm is scaling in size but not in profit or if you’re starting to feel like the bottleneck, this episode will help you reset your foundation and scale the right way.

👉 Tap play and learn how to grow past $10M without breaking your business.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

2,600 CFOs. 100+ interviews. One framework every advisory-first firm should know.

Jack McCullough, founder of the CFO Leadership Council and host of the globally ranked Secrets of Rockstar CFOs podcast, shares what the best financial leaders do differently, and how to position your firm for where the industry is going.

This episode covers:

• The CREATE Framework: 6 traits great CFOs consistently show
• Why strategic thinking now matters more than technical skill
• How to build CEO-level trust as a financial advisor
• Lessons from interviewing 100+ top CFOs across industries
• The mindset shift separating the rising stars from the stuck

Whether you're building your firm or advising one, this is the playbook serious leaders are listening to.

Want to connect with Jack?
Text: 617-678-0957
Email: [email protected]

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work. 

4.5 years in federal prison. $0 to 7 figures. One of the most powerful growth stories you’ll hear this year.

In this episode, Dr. Patience Jackson Rose breaks down the exact mindset and strategies that took her from wrongful conviction to running multiple businesses across the U.S.

What we cover:

• 💰 How she doubled, then tripled, then quadrupled her revenue in 3 years
• 📈 Took one client from $5M to $12M in just 90 days
• 🧱 Built a nonprofit + for-profit model that feeds sustainable growth
• 🧠 Developed “backward business planning” - a framework built inside prison
• 🤝 Now coaching 7- and 8-figure CEOs on clarity, numbers, and leadership

This isn’t fluff or theory. It’s the hard-earned playbook behind real growth.

👉 If you lead a firm and want to build something unshakable - this episode is your map.

Send us Fan Mail

Tired of referrals that only show up during tax season?

Most firm owners are one slow quarter away from panic. We fix that.
We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them.

Book a free strategy call > accountingleadsnow.com We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July.

Grab my book, Booked Solid > Get your copy here The digital marketing playbook built specifically for accounting firms. No theory. Just what works.

Join our Skool community - 7 days free  > Join here Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.