Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.

Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team.

In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk:

• Why bookkeeping alone is a race to the bottom
• The mindset shift that helped him raise prices and set boundaries
• The #1 mistake accountants make trying to “do marketing”
• How touchpoints and trust-building are key to scaling a firm
• What most fractional CFOs misunderstand about sales

👉 If you want clients who stay, pay well, and refer others, don’t skip this one.

Cameron shares what’s working right now and what wasted his time.

🔗 Connect with Cameron Williams:
Website: www.kynliconsulting.com
LinkedIn: https://www.linkedin.com/in/cameronwilliams11/

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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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

Lost your office, denied by FEMA, and broke? Here’s how Brandon Adjei bounced back and saved his clients over $3 million in the process.

In this episode, Brandon shares how Hurricane Harvey nearly wiped out his firm and how pro bono work with the IRS transformed his business forever.

What we cover:
• How one client’s $1.3M IRS bill became just $150K
• The planning mistake that cost another family $300K
• What entrepreneurs get wrong about tax strategy
• Why social media advice is killing business owners
• The growth secret Brandon used (without ads, funnels, or SEO)

💼 If you’ve ever questioned your path as a CPA or entrepreneur, this episode will shift your mindset.

🔗 Connect with Brandon on LinkedIn: Brandon Adjei
🌐 Visit: cpa-asap.com

📧 Email: info@bargraphsolutions.com

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’ve done the work. You’ve climbed the ladder. So why does the CFO title still feel out of reach?

Kevin Appleby, COO of GrowCFO and mentor to hundreds of finance leaders, reveals:

• The 3 invisible blockers keeping smart finance pros from stepping up
• Why “imposter syndrome” shows up right after your promotion
• What most people get completely wrong about becoming CFO
• The mindset shift that separates future execs from spreadsheet managers

🚨 This isn’t theory. Kevin’s helped hundreds make the leap and he's breaking down the playbook.

🔗 Connect with Kevin on LinkedIn
or learn more at growcfo.net

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

“Are you a real CFO?”

That’s the question clients are now asking, because not all “fractional CFOs” are created equal.

In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down:

• Why “bookkeeper to CFO in 90 days” is hurting the industry
• The 4 levels of business conversations and why most pros are stuck at level one
• Why your newsletter is probably repelling high-value clients
• How to land $10K+ clients through old-school strategy, not funnels
• The branding mistake that makes real firms look generic

This is a behind-the-scenes look at what it actually takes to grow a legitimate CFO firm, without burning out or cutting corners.

🧠 Brett also shares how CFO Systems helped a small-town firm turn a $3M loss into a $5M gain and why finance professionals should think more like heart surgeons, not generalists.

🔗 To connect with Brett, visit CFOSystemsLLC.com
or reach out directly on LinkedIn: Brett Frevert

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

$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy.

In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook.

You’ll learn:

• Why mortgages are one of the worst financial tools
• How W-2 earners can legally offset massive tax burdens
• The strategy that turned a $2M tax bill into nearly $0
• Why most CPAs miss this and how to stop leaving money on the table

⏳ This isn’t theory. It’s the strategy behind $40M+ in real savings.

📍Connect with Dan at TaxEquityPros.com
or on LinkedIn

Hit play. Even the IRS would want to hear 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