The Accounting Leads Now Podcast

You don’t need more clients. You need the right ones—and a system that keeps them. That’s exactly what Marta Grumberg   built with Grumberg Accounting : a hands-free, high-retention accounting service tailored specifically for bars, restaurants, and caterers. In this episode, Marta joins James to break down how she became the go-to financial partner for food businesses across the U.S.—and how she’...

What if the old rules for growing your firm no longer applied? No cold calls. No in-person handshakes. No chasing local leads.  Just brand, trust, and content that actually converts. In this episode, James sits down with Stoy Hall , founder of Black Mammoth and host of the No BS Wealth podcast, to break down how he’s scaling a modern family office by doing things differently—and why that’s exactly...

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-s...

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 t...

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, profi...

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 fra...

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....

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 dur...

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...

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...

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...

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 issu...

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 h...

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 t...

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 invig...

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,...

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 comp...

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. Ga...

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 thri...

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 simp...

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...

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...

Discover the hidden strategies that can propel your accounting practice to new heights. Our conversation with Ralph from Saggio Management unveils the transformative power of technology in the accounting industry. Ralph shares compelling insights on how tools like Zendesk and Smart Vault have revolutionized his work, allowing him to efficiently manage an extensive client roster with a lean team. L...

Unlock the secrets to substantial tax savings and financial growth with insights from Sally Gimon, a seasoned real estate investor and tax strategist. Sally's journey from a Medicare broker burdened by debt to mastering tax-saving strategies offers invaluable lessons for business owners and investors. Discover how tools like the Rockefeller Spendthrift Trust can transform financial challenges...

Ever wondered how technology can revolutionize financial advisory services? Join us as we sit down with David, the visionary founder of Harness Wealth, who shares his mission to simplify financial management for next-generation equity holders and business owners. Inspired by his tenure at Compass, David reveals how digital tools can transform CPAs and advisors' service delivery, making financ...