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