In this solo episode, we’re diving into the strategies that worked wonders in 2024 to help our business—and our clients—achieve growth.
From high-intent Local Service Ads and Google Business Profile optimization to leveraging LinkedIn newsletters and starting Skool communities, this episode is packed with actionable tips to amplify your brand presence and streamline your marketing efforts.
Learn how to:

• Generate quality leads with Local Service Ads.
• Maximize your Google Business Profile for SEO and reviews.
• Use LinkedIn newsletters to stay top-of-mind.
• Build low-touch Skool communities to nurture prospects.
• Launch or guest on podcasts for unparalleled exposure.

We’ll also explore how to repurpose content effectively, set up tools to increase engagement, and position yourself for success in the year ahead. Whether you’re a business owner, marketer, or professional looking to level up, this episode has something for you.

Want access to the resources we discussed in this episode? Join our Skool community here: Accounting Leads Now.

Interested in starting your own Skool community? Use our affiliate link to get started: Skool Affiliate Link.

Tune in and let’s make 2025 your best year yet!

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. 

Have you ever considered how similar financial planning is to a medical diagnosis? We unravel this intriguing comparison with Aleksey Kaplan from Kaplan CPA, who shares his unconventional journey from aspiring doctor to entrepreneurial CPA. Abandoning his medical dreams due to an unexpected aversion to needles, Aleksey found himself navigating through the tumultuous waters of real estate during the 2008 market crash. Thanks to some sage advice from his wife and his natural knack for numbers, Aleksey pivoted to accounting, turning his diverse business experience into a guiding light for fellow entrepreneurs.

Tune in as we redefine the role of a fractional CFO as a "financial doctor," where Aleksey draws insightful parallels between financial and medical diagnoses. With engaging analogies like likening tax planning to medical prescriptions, he simplifies complex financial concepts, making them approachable for every client. Discover how a color-coded scoreboard becomes a vital tool in assessing financial health, guiding clients toward informed decisions and ultimately, sustainable success. Whether you're a business owner seeking financial clarity or simply curious about the journey of this unique "financial healer," this episode promises a wealth of engaging insights.

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. 

What if transforming your business into a well-oiled machine was within reach? Join us for a revealing conversation with Brett Linnenkohl of Evergreen Strategic Systems as he unveils his journey from baseball camps to becoming a fractional COO. Brett shares his secret recipe for business scalability, emphasizing the power of turning grand ideas into scalable systems. Discover how identifying invigorating tasks and documenting processes, perhaps with the help of tools like Loom videos, can propel your business forward by cutting through inefficiencies and unleashing innovation.

Transitioning from a hands-on business owner to a systems-driven entrepreneur might seem daunting, but Brett sheds light on how to conquer this challenge. Drawing inspiration from influential books and software like Lucidchart, Brett outlines the transformative impact of creating Standard Operating Procedures and visually mapping operations to achieve predictable outcomes. His insights shine a light on how addressing bottlenecks—particularly in marketing—can free up time for strategic initiatives, leading to smoother operations and enhanced business performance. Don't miss Brett's unique take on visualizing business processes to identify root issues and foster sustainable growth.

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 marketing success with our fascinating guest, James Smith, the innovative mind behind Bright Idea Marketing. From his early days as a technology-enthused child to becoming a leader in digital marketing, James shares his inspiring journey and insights into the world of accounting. Discover how his passion for website development transformed into a thriving marketing agency, focusing on leveraging platforms like Facebook for lead generation. Listen as James admires the role of accountants in business success and reveals how he's helping them attract clients in a competitive market.

Explore the untapped potential of Facebook ads for accountants, a tool that can revolutionize how firms grow and stabilize their revenue. James guides us through effective strategies that shift focus from one-off projects to recurring services, reducing financial volatility. Hear about how targeting specific industries can position accountants as experts, attracting high-value clients with minimal ad spend. We discuss the importance of creating a predictable system for lead generation, moving away from traditional referrals to ensure quality and fit for incoming clients.

As we navigate the challenges accountants face in standing out, we emphasize the critical role of specialized marketing support. Learn how firms like Bright Idea Marketing can handle branding and lead nurturing, allowing accountants to focus on what they do best. James underscores the importance of patience in marketing campaigns, advising against the costly habit of frequently switching marketing firms. We conclude with strategic growth tips, encouraging accountants to position themselves as trusted advisors and stay engaged with industry trends via LinkedIn. Don't miss this opportunity to gain valuable insights and enhance your marketing prowess.

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. 

What if you could transform your accounting practice by simply rethinking your team structure and revenue model? Join us as we uncover the story of Garrick Foy from Lone Pine Capital, whose childhood curiosity led him to a unique pathway in the world of accounting and business. Inspired by his father's business dealings, Garrick pursued a master's in tax, equipping himself to tackle complex financial scenarios head-on. From his early days in Salt Lake City to becoming a business owner, Garrick highlights the significance of self-reliance in technical knowledge and strategic thinking. 

Building a CPA firm isn't just about numbers—it's about people. Garrick shares his insights on conquering the fears small firm owners face, such as the risk of client poaching by team members, by introducing the "team of three" concept. This strategic structure enhances specialization and ensures multiple client connections, safeguarding your client base even if staff transitions occur. Furthermore, Garrick advocates for a shift from one-time tax return fees to monthly recurring revenue, enhancing client relationships and stabilizing cash flow with the help of automated billing systems like ACH.

Effective growth isn't left to chance; it's meticulously planned. Garrick underscores the critical role of well-documented Standard Operating Procedures (SOPs) in smoothing operations and elevating the chances of a successful business sale. Discover the PACE plan concept inspired by the military, designed to bolster team flexibility and self-reliance, and learn why a systematic approach to lead generation beats unpredictable word-of-mouth referrals. By keeping the end goal in sight, whether it's scaling up or planning an exit, businesses can avoid a chaotic structure and pave the way for long-term success.

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 transitioning from a liberal arts background to a thriving accounting career with Gary Massey from Massey and Company CPA. Gary's journey from global accounting firms to launching his own practice is a testament to resilience and authenticity. Learn how stepping out of the corporate world and fostering genuine relationships can propel your client base to new heights. Gary shares invaluable insights on marketing with confidence and leveraging CRM tools to create connections that last. This episode is a treasure trove of practical advice for anyone ready to step out of their comfort zone and embrace the world of networking and business growth.

Discover how accounting firms are transforming their marketing strategies in the digital age. We explore the critical role of SEO, blogging, and social media, and how platforms like YouTube are becoming powerful tools for reaching wider audiences. Learn about enhancing content through Google Business Profiles and the future potential of AI tools in content creation. Elevate your position as the advisor your clients need by strategically growing your influence and staying ahead of industry trends. Don't miss out on future episodes of CFO Chronicles that promise to keep you informed and inspired in the world of finance and marketing.

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 Charlie Price, the mastermind behind The High Profit Accountant, redefined his career from crunching numbers in the corporate world to becoming a beacon for marketing consulting in the accounting industry. Charlie joins us to share his inspiring journey of pivoting towards high-value, relationship-centered activities, leaving behind traditional tax work to help accounting firms thrive through advisory services. Feel the excitement as we reminisce about our first meeting at a lively event in Tampa and how it sparked a professional partnership that has flourished over the past three years.

Charlie opens up about his transformation, touching on personal growth and building confidence—a challenge many of us face. From overcoming the daunting fear of public speaking to nurturing an internal team ready to elevate client services, Charlie’s experience is a testament to turning apprehension into achievement. His insights into effectively transitioning clients from tax services to advisory roles not only brought monumental results for clients but also enriched firm revenues. We encourage those hesitating to embrace the spotlight to trust in their vision beyond the fear of external judgment.

Ready to boost your accounting firm’s success? In our discussion, we explore practical client acquisition strategies that focus on organic growth through content creation and community engagement. Charlie shares his expertise in leveraging existing client relationships for greater gains and emphasizes the importance of defining a unique business vision. He encourages the pursuit of high-end advisory and CFO services as a pathway to sustainable revenue. Tune in to understand Charlie’s approach to attracting high-paying clients and the exceptional value he brings to his community. Join us for this episode, rich in insights, and don’t forget to connect with Charlie and follow us for more valuable content.

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. 

What if you could revolutionize your career from a compliance-based accountant to a sought-after business advisor? Join us as Amanda C. Watts from the Business Advisory Academy shares her journey into the accounting world and how she has transformed the landscape for accountants, bookkeepers, and CFOs. Inspired by her father's challenges and triumphs in the industry, Amanda reveals how a simple marketing tweak—like using her middle initial—can set you apart online and highlight your expertise in a crowded digital space.

Explore the power of building strong client relationships through authenticity and strategic questioning. Amanda emphasizes the importance of empowering clients to find their own solutions, which often leads to more meaningful outcomes than traditional advice. By embracing vulnerability and leveraging a network of experts, advisors can provide unparalleled support, fostering trust and long-lasting connections. Learn actionable strategies for those ready to transition into advisory roles, including how to start by supporting current clients beyond mere compliance, boosting both confidence and capability.

Dive into the nuances of effective sales conversations and relationship-building tactics that go beyond conventional marketing methods. Amanda and I discuss the benefits of transparent pricing and pre-call insights, which facilitate smoother dialogues and stronger client bonds. Discover how showcasing genuine pride in your offerings during sales calls can enhance trust and authenticity with potential clients. Tune in to gain insights into Amanda's streamlined sales process strategies and learn how to connect with her for further guidance in elevating your advisory services.

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 financial growth and harmonious business relationships with our special guest, Sarah Webb, the visionary founder of Webb CFO. Sarah takes us through her transformative journey from her beginnings at PricewaterhouseCoopers and a pharmaceutical company to becoming a successful fractional CFO catering to the private medical and legal sectors. You'll hear about the pivotal moments that led her to identify the crucial need for strategic financial planning in small enterprises and how this inspired her to establish Webb CFO. Sarah shares her expertise on helping business owners craft forward-thinking financial strategies that go beyond the basics of bookkeeping and tax preparation, ensuring that their financial goals align with their business aspirations.

Join us as we explore the "web way" of nurturing business relationships with empathy and effective communication. Sarah offers invaluable insights from "Crucial Conversations" training, teaching how to handle challenging dialogues with poise, thus maintaining a drama-free workplace. We'll discuss practical strategies for setting boundaries and nurturing accountability, all while avoiding the pitfalls of micromanagement. Plus, discover her savvy approach to pricing for new clients, starting with an hourly rate during initial cleanups and transitioning to fixed fees as client needs become clearer. Packed with actionable advice and real-world experiences, this episode is a must-listen for anyone eager to refine their approach to business growth and client relations.

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 the incredible journey of Rusty Fulling, founder of Fulling Management and Accounting, as he reveals the pivotal moments and strategies that have shaped his nearly 25-year career. We promise you'll gain insight into Rusty's transformative experience in Honduras that led him to see his business as a mission, sparking an era of growth through leadership development. Rusty's approach to future forecasting ensures that business owners aren't just swamped by daily tasks but actively pursuing their goals, providing clarity and peace of mind along the way.

Join us as we uncover the secrets behind Rusty's success in building meaningful client relationships and effective sales strategies. Learn how the GRACE acronym—Growth, Representing the client, Accountability, Champion attitude, and Eternal impact—has been a cornerstone of his business philosophy, leading to sustained growth and client retention. Rusty shares how defining an ideal client profile and integrating into clients' teams has been crucial for long-term success. Whether you're a new entrepreneur or a seasoned business owner, the insights and strategies revealed in this episode could transform your approach to business growth and client relationships.

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.