He scheduled his wedding around payroll. That’s when he knew something had to change.

Jaime Rodriguez, CEO of Bookkeepers.com, has helped over 17,000 students turn their skill into a scalable business. In this episode, he shares the real lessons that most freelancers and early-stage business owners miss:

• The two personality types that sabotage their own growth
• The SOP mistake that stalled his own firm
• Why most freelancers chase the wrong kind of “rich”
• How to build a business that gives back your freedom

This one’s part gut check, part blueprint and it might just save you years of wheel-spinning.

🔗 Learn more at: bookkeepers.com

📲 Find Jaime on LinkedIn & Facebook (@jaime.at.bookkeepers)

Send us a text

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

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

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.

In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:

• Attract better-fit clients (and actually land them)
• Add capacity without burning out staff
• Win more proposals by proving security and compliance
• Automate the admin, elevate the advisory

You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.

💻 Learn more at: www.techguruit.com

🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe

Send us a text

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

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

Working 7 days a week. No vacations. $36K a year. Then a CFO stepped in and changed everything.

In this episode, Daniel Dickeson, founder of Atlas CFO Solutions, breaks down how he turned a struggling salon into a 6-figure business without scaling chaos or hustle culture.

You’ll learn:

• Why cash flow beats profit, every time
• How to spot silent killers in your pricing and expenses
• The shift from financial chaos to true clarity
• How founders can finally make their business work for them

He’s helped healthcare companies, salon owners, and entrepreneurs escape burnout and finally get control back. This one’s for anyone stuck spinning wheels in the dark.

💼 Want to connect with Daniel?
Email: dan@atlascfosolutions.com

Website: atlascfosolutions.com

Phone: 860-865-4924

Send us a text

• Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

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