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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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

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

Send us a text

This episode is brought to you by Bill.com

Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

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

You’re not invisible. You’re just not on Google.

In this special workshop episode, you'll learn the exact strategy that's generated:

• $125K of new revenue in 49 days (Shaun)
• 113 inbound calls in 16 days (Shalini)
• $83K in five months (Justin)

If you’re tired of referrals drying up or watching competitors win business that should be yours, this is your blueprint.

You’ll learn:

• How to rank at the top of Google Maps
• Why most Google Business Profiles never generate leads
• A 7-day checklist to turn your listings into a lead magnet
• How to get high-intent calls without blowing money on PPC

⚠️ 76% of people who search for a local service visit or contact that business within 24 hours. If you’re not there, someone else is.

📲 Want help setting this up or want us to do it for you?
Book a free strategy call at accountingleadsnow.com

➕ Connect with us on LinkedIn and follow the show for more tactical episodes like this.

Send us a text

This episode is brought to you by Bill.com

Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

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

Most accountants aren't losing to AI, they're losing to their own bad systems.

In this episode, we sit down with Justin White, founder of JBookkeeping and a former trades business owner who’s now built a fast-growing remote firm on precision, responsiveness, and no-BS service.

He shares:

• What actually builds trust and wins clients in 2025
• Why most firms lose money before they even pick up the phone
• The questions that close 90% of his leads
• How to build a firm people remember (and refer)
• The best mindset shift he ever made and how it changed everything

🔒 If you're great at accounting but struggling to grow, this episode is your wake-up call.

🎧 Listen to the end to hear how Justin approaches pricing, referrals, and growing without a backup plan.

📲 Connect with us Justin on LinkedIn or go to jbookkeeping.biz for more insights.

Send us a text

This episode is brought to you by Bill.com

Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

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