You're grinding through tax season wondering when it gets easier. What if the answer isn't working more, it's being more intentional about what you build and who you build it with?

Katie Helle walked away from a 15-year career at a traditional firm, launched Scaled Accounting, and hit capacity faster than she ever planned. Her growth engine? Referral partnerships with financial advisors, real relationships built at conferences, and online communities where firm owners actually send each other business.

In this conversation, she breaks down how she schedules tax prep to protect her 40-hour weeks, why she intentionally doesn't want to scale into a massive firm, and what happened when growth came so fast she didn't have SOPs ready for the team she had to hire mid-tax-season.

If you're building a firm around your life instead of the other way around, this one's for you.

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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 accounting firms don’t lose deals because of price.

They lose them because they explain too much.

In this episode, Brian Merrill breaks down why prospects say “I need to think about it” and what’s actually happening on your sales calls.

Key takeaways:

• why too much information kills deals
• how to simplify your offer so prospects say yes faster
• how to control the sales conversation without sounding pushy
• what top-performing firms do differently when selling

If your calls are turning into long explanations instead of closed deals, this episode shows you exactly what to fix.

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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

We recorded 70+ episodes of CFO Chronicles. Incredible guests. Great conversations.

And we still hit pause.

Not because we ran out of ideas, because something wasn't working. So we scrapped the name, retooled the format, and came back with one rule: if you can't apply it by Monday morning, it doesn't make the show.

Welcome to the Accounting Leads Now Podcast.

In this episode, we break down exactly what's changing, what we're doubling down on, and what you can expect from here. Less theory. More leads. More clients. More episodes you can actually use.

We also want to hear from you, who should we bring on the show? What topics matter most to your firm right now? Drop a comment or send us a message.

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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 talk about innovation. Brian Clare actually builds it. From killing time tracking to launching his own payroll software for Canadian accountants, Brian isn't just running a firm, he’s engineering the next wave of how firms work.

In this episode:

• Why hourly billing is killing your margins
• How turning down the wrong clients changed everything
• The cost of hiring late and why he hired ops before he needed to
• Behind the scenes of building a brand-new payroll tool from scratch
• How he manages two companies without burning out

🔍 Whether you’re stuck in legacy pricing or flirting with product dev, this is a masterclass in firm design, ops delegation, and bold decisions.

📍 Learn more: https://www.xyblueprint.com

📱 Connect with Brian on LinkedIn: https://www.linkedin.com/in/briangclare/

Send us Fan Mail

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

What if you could own a thriving accounting firm without a CPA, EA, or even industry experience?

Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acquisition using a personalized pitch deck and the grit most people avoid.

In this episode, Nik shares:
• Why value-based pricing and 3-tier offers aren’t optional in 2025
• The exact tools and AI stack he’s using to stay lean
• The mistake most buyers make that kills the deal
• His transition from marketing agency to tax firm owner

This episode is for anyone who’s looking at M&A, firm expansion, or just done billing by the hour.

🔗 Connect with Nik: https://www.linkedin.com/in/nik-watson/

🎧 Listen now. You'll walk away with ideas you can actually apply.

Send us Fan Mail

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

2025 nearly broke me.
Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month.

But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day.

In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back.

What I cover:

• The exact moment I considered shutting it all down
• Why discounting for quick cash nearly wrecked us
• The “Mexico Meltdown” that set off the chaos
• The daily habits that pulled me out
• 3 muscles I had to build to survive the year

If you're in a tough season… listen to this.

You're not behind. You're not broken. You're being forged.

👉 Subscribe, share, and message me if this hits.
Let’s make 2026 the comeback year, together.

Send us Fan Mail

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

Most firms treat meetings like a checkbox. Talk. Wrap. Move on.

But what if the way you run and follow up on meetings is quietly costing you hours each week and revenue you don’t realize you’re losing?

Jordan Vickery, co-founder of Vinyl, joins the show to reveal how firms are reclaiming 30-40 minutes per meeting, identifying hidden sales opportunities, and coaching their teams using nothing but meeting transcripts.

If you’ve ever felt buried in post-call admin, or suspect your team is missing the mark in QBRs and sales convos… this episode might change the way you work.

What you’ll learn:
• How to turn every client call into marketing and sales data
• The “silent killer” in advisory meetings and how to catch it
• Why most post-call workflows are broken
• How top firms are automating 90% of their follow-up

🔗 Learn more: usevinyl.com

💬 Connect with Jordan: LinkedIn

Send us Fan Mail

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

Hourly billing isn’t just outdated, it’s blocking your growth.
In this episode, Dylan from Fabbi breaks down how his firm ditched time-based pricing, scaled past 500 clients, and became the go-to financial team for business owners who want more than just “books and taxes.”

You’ll learn:

• Why hourly billing kills service quality and client retention
• The tech + team system that allows his firm to run 200+ WhatsApp support threads
• How Fabbi replaced Facebook ad flops with a smarter, higher-converting client funnel
• Real-world tax strategies saving clients $25K+ annually
• The mindset shift that helped Dylan stop doing “cheap accounting” and build a scalable, premium service firm

🔗 Connect with Dylan:

📍LinkedIn: https://www.linkedin.com/in/moshe-fabbi-11013a162/
🌐 Website: https://www.fabbi.co/

Send us Fan Mail

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