Where is your firm bleeding cash, and what can you do about it?

In this episode, James sits down with Larry Levine of P3 Cost Analysts, who works with companies doing $20M to $500M+ to recover tens (sometimes hundreds) of thousands in unnecessary expenses—without cutting staff, renegotiating client contracts, or sacrificing service quality.
You’ll learn:

• Why CFOs and controllers often miss cost-saving opportunities hiding in plain sight
• The most common “indirect” expenses that drain margin
• How to spot silent overcharges in waste, utilities, telco, and more
• Why Larry’s team only gets paid if you save money

If you’ve ever wondered whether you’re truly optimized—or just coasting on assumptions—this episode will make you think twice.

You've built something real. Now make sure you are keeping as much revenue as possible!

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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. 

The most successful accounting professionals don't sell—they consult. This transformative episode with Neil Barrow reveals the crucial mindset shift that separates struggling practitioners from those who effortlessly build thriving books of business.

Drawing from nearly a decade in public accounting as a business development leader, Neil dismantles the uncomfortable "sales" stigma that plagues many financial professionals. Instead, he presents a practical framework focused on asking better questions, avoiding the "default to yes" trap, and approaching every client conversation with genuine curiosity rather than a pitch.

You'll discover why sending proposals prematurely leads to ghosting, and how a simple question—"What exactly do you need to see to make your decision?"—can dramatically improve your close rates. Neil shares real-world examples of how slight adjustments in conversation flow have helped his clients win business they would have otherwise lost.

Perhaps most valuable is Neil's counterintuitive approach to growth: rather than constantly seeking more leads, focus on winning more of the opportunities already coming your way. By recording discovery calls, reviewing your performance, and refining your framework, you can transform a 30-40% win rate into 70-80% without any additional marketing spend.

Whether you're a fractional CFO, firm owner, or accounting professional looking to grow your practice, this episode provides the practical, no-nonsense strategies you need to win more business without sacrificing your professional integrity or feeling like a salesperson.

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. 

Tired of Feeling Like Just Another Number Cruncher?
If you're an accountant or bookkeeper stuck in the compliance grind—undervalued, underpaid, and wondering how to position yourself as a strategic advisor—this episode is your wake-up call.

🎙️ Roger Knecht, President of Universal Accounting Center, breaks down how to transform your bookkeeping or accounting practice into a high-value, profit-driving firm. With over four decades of experience helping professionals escape the transactional trap, Roger reveals the mindset and methods that attract premium clients who actually value your expertise.

  ✅ You’ll learn:

• Why shifting from task-based work to value-driven strategy changes everything
• The hidden cost of self-doubt—and how to conquer it
• The “Accountrepreneur” mindset that separates thriving firm owners from the rest
• Tina Chandler’s inspiring journey from solo bookkeeper to six-figure success

  🎯 Plus, Roger shares his proven 3-part formula for long-term growth:

1. Expand your network
2. Invest in personal development
3. Adopt a CEO-level approach to your firm

 📍 Want more? Join Roger and other top industry experts at GrowCon 2025, happening May 5–7 in Utah—a hands-on, no-fluff event built for accounting professionals ready to scale, increase profitability, and finally take control of their future.
Exclusive Listener Discounts:

• Standard Ticket: Use code JD-250
• VIP Ticket: Use code JDVIP-250
• 🔗 Register now : GrowCon 2025
• Learn more : Universal Accounting School – GrowCon 2025

This episode could be the turning point in your career. Tune in now—and take the first step toward building the firm you actually want.

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. 

We dive deep into the world of fractional CFOs and their pivotal role in transforming financial strategies for businesses aiming to scale. Our guest, Ken LaCroix, a seasoned fractional CFO, shares his invaluable experiences and strategies for leveraging financial data, moving beyond gut-instinct decision-making, and harnessing analytical insights for growth. 

Ken illustrates the potential for fractional CFOs to bridge high-level strategy with day-to-day operations, inspiring a data-driven culture that helps businesses avoid pitfalls tied to misinformed decisions. He discusses the critical importance of financial planning and analysis, empowering leaders to look toward future forecasting to inform their decisions. Additionally, Ken emphasizes the need to overcome persistent educational barriers that hinder understanding of fractional CFO value, helping business owners recognize how they can benefit from enhanced financial oversight. 

With his compelling philosophy of relationship-building, Ken reshapes the perception surrounding accounting and consulting, positioning the fractional CFO as an ally dedicated to a client's success rather than just a necessary expense. He sheds light on how technology can streamline financial processes and reveals strategies for elevating financial conversations, ensuring that numerical insights lead to actionable business outcomes.

Whether you are a small business owner, an aspiring fractional CFO, or a professional looking to boost your financial acumen, this episode offers essential lessons on driving business success. Join us as we explore how to navigate the complexities of modern business and unlock your potential for growth. Don’t forget to subscribe, share, and leave a review!

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. 

Unlock the secrets to attracting high-paying clients without the dreaded "salesy" vibe. Explore insights with Michelle Weinstein from the Abundant Accountant, as she shares her transformative journey from finance to entrepreneurial success. We promise you'll master strategies that empower you to communicate your value effectively, freeing yourself from solely relying on referrals. Michelle's structured sales process and eight-week sales mastery course have already helped many firm owners establish themselves as authorities in their fields, and now it's your turn to benefit from her expertise.

Michelle takes us through the essential steps of positioning yourself as a trusted authority in your niche, enhancing both your professional and personal life. Hear inspiring success stories, including a client's remarkable revenue increase and stress reduction, while understanding the significance of targeting your ideal client. Michelle's own experiences, like her pivotal Shark Tank presentation, serve as a testament to the power of preparation and systematic approaches in achieving business growth. Listen in for actionable strategies that promise to elevate your firm to new heights, all while gaining personal freedom and confidence.

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. 

Ever wondered how a hedge fund dream turned into a thriving career in financial consultancy? Meet Stan Sukhinin, the fractional CFO advisor from Sorso in Austin, Texas, who did just that. At fifteen, Stan was already captivated by the world of finance, setting him on a path that included investment banking and a bold move to start a hedge fund in New York—only to pivot to financial consulting during the pandemic. We promise you'll uncover not just his story of resilience and adaptation but also the innovative methods he employed to master client acquisition in a field where technical skills often overshadow business development acumen.

In our conversation with Stan, we unravel the complexities of managing client relationships and the art of business development within financial consultancy. Listen as he shares insights into conducting effective discovery calls and the strategic decision-making involved in recognizing when to refer clients to other experts for mutual benefit. Learn about the transition from hands-on client work to focusing on expanding a consultancy, and discover the secrets to attracting high-end clients using platforms like LinkedIn. Tune in for a masterclass on elevating your accounting business and staying ahead of industry trends with strategies that promise to unlock your business's full potential.

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. 

Unlock the secrets to thriving in the financial services industry as we bring you an engaging discussion with Luigi Rosabianca and Matthew Meehan from Shield Advisory Group. With their journey from the high stakes of Wall Street to founding a firm dedicated to supporting small and medium-sized businesses, Luigi and Matt reveal the strategies that have fueled their success. Tune in to discover how their unique partnership has enabled them to provide vital guidance, especially during the turbulent times of the COVID-19 pandemic. Hear about their innovative collaborations with CPAs and accounting firms across the U.S., where they offer resources like the ERC tax credit, creating a positive impact for countless small business owners.

Learn how to future-proof your business with proven techniques to maximize growth and diversification. Luigi and Matt stress the importance of a multi-channel marketing strategy to avoid the pitfalls of over-reliance on a single platform. They also share insights into balancing branding efforts with direct consumer interactions. Gain valuable knowledge on cross-selling and upselling services within the accounting sector to enhance client relationships and revenue streams. Conclude your listening journey with powerful strategies to position yourself as a trusted advisor, attracting high-paying clients and unlocking your business's full potential.

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. 

When unforeseen challenges strike—like losing your laptop and being out sick for a week—your business systems are put to the ultimate test. In this episode, we explore how our tried-and-true processes kept the wheels turning during a tough time. We also share actionable strategies for delegating tasks and creating systems that empower your team to step in seamlessly. Tune in for candid insights on fine-tuning your processes, ensuring your business not only withstands setbacks but flourishes through 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. 

Unlock the secrets of financial success with our special guest, BIll Dillmeier, the mastermind behind Aperture Advisors. Journey with us as Bill shares his inspiring transformation from a traditional finance professional working with giants like Vanguard and Morgan Stanley, to a venture capitalist and private equity innovator. Discover how pivotal moments, including the 2008 financial crisis and his time with Bill Gates at Corbis, carved a new path for him, expanding his expertise beyond finance into the realms of global sales and the startup ecosystem.

Explore the fascinating world of gamification and its transformative impact on business engagement. Bill and I discuss the challenges faced by the stock photography industry and how digital adaptation was key to survival. We dive into the power of gamification not just as a buzzword, but as a real strategy deployed to enhance employee engagement and customer loyalty through innovative point systems and rewards. Even engineers at major space agencies find value in these strategies, proving gamification’s universal appeal and effectiveness in business interactions.

Get ready to elevate your professional game with insights on badging, credentialing, and data visualization. We break down the importance of platforms like Carrot and GitHub in recognizing talent and how visual tools can align and drive business momentum. Bill shares his strategies for leveraging LinkedIn to build a robust professional community and the shift from traditional SaaS pricing to more dynamic, usage-based models. Whether you're an entrepreneur or aspiring CFO, this episode is packed with valuable strategies for networking, branding, and business development in vibrant startup communities like Seattle.

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. 

Discover how Greg Powell from Fifth Ridge Ventures is revolutionizing the financial landscape for medium-sized businesses in Atlantic Canada by introducing the innovative role of fractional CFOs. Greg shares his expertise on creating a flexible, three-month rolling plan tailored to address specific client needs, ensuring that businesses can effectively manage costs while prioritizing pressing issues. This episode offers a treasure trove of insights into Greg's client acquisition strategies, emphasizing the power of networking and the pivotal referrals from banks. It's a masterclass in financial consulting that highlights the immense value and peace of mind fractional CFOs bring to business owners by targeting and resolving their unique pain points.

Explore the exciting concept of a "flexible C-suite," where professionals from diverse fields band together as fractional executives to provide a comprehensive suite of services. Inspired by a motorcycle ride, Greg's partnership offers an innovative approach to business solutions, applicable in both Canada and the U.S. Gain a deeper understanding of the cultural and systemic differences between Canadian and American entrepreneurs, and how these nuances play a role in business operations. Greg also extends an invitation to U.S. businesses to leverage the cost-effective benefits of favorable currency exchange rates. Join us for an insightful journey into the challenges and triumphs of fractional CFO services, and the promising future of flexible executive solutions.

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.