Why are so many firm owners flat broke in Q4, even after six-figure tax seasons?

Tony Proctor’s been running a firm for 20 years, and he’s seen it all: tax pros who bleed cash every December, clients who push for fraud, and practitioners who won’t raise prices because they’re scared to lose “friend” clients.

In this episode:

• Why Proctor fired a paying client (and what it cost him)
• What he really thinks about Profit First (it’s not what you expect)
• The cash flow trap that keeps firms broke after tax season
• How to stop being the “best-kept secret” in your city
• The biggest marketing lie most accountants still believe

If you’ve ever said, “We make good money but I don’t know where it all goes,” this one’s a must-listen.

📍 Connect with Tony Proctor

• Website: https://www.proctortaxprep.com/
  
  
• LinkedIn: https://www.linkedin.com/in/tonyproctor/

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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