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

Scaling doesn’t kill companies, confusion does. And most founders are flying blind.

In this episode, Jack Weinstein, fractional CFO and former Fox exec, shares what he’s learned advising 50+ entrepreneurs, from zero to $25M in revenue:

• The hiring trap that derails scaling teams
• What financial firepower really means (and why most businesses don’t have it)
• The difference between a controller and a real CFO
• Why growth without clarity = chaos

Jack also shares how he turned a run-down chicken plant into a pharma facility doing 8-figures a year and what he’d never do again.

💼 Connect with Jack at pacfins.com

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

Losing one hire can cost you 4+ months of productivity and most founders never see it coming.

In this episode, Rhamy Alejeal, CEO of People Processes, breaks down the blind spots killing your team's efficiency and what elite companies do differently:

• Why your onboarding is leaking revenue
• The math behind a single bad offboarding
• How to design people processes that scale without drama
• Why "employee experience" isn’t fluffy, it’s financial

If you’ve got 5+ employees and want to hit your next level without burning out or bleeding cash, this one’s for you.

📞 Connect with Rhamy: peopleprocesses.com/partner

🛠 Free resources & tools at the end of the episode

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

You're making money. So why are you always chasing cash?

Mike Milan aka Cash Flow Mike has built 14 businesses and now teaches accountants and business owners how to stay cash-rich and debt-free.

In this episode:
• Why 90% of businesses don't have 3 months of cash on hand
• How growing fast nearly bankrupted him
• The money rule that separates the broke from the stable
• The single shift that helps accountants get clients to actually listen

💬 Want more from Mike?
Grab his free tools and training: https://cashflowmike.com

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

Most firms wait to adapt, Gary DeHart built a media empire by doing the opposite.

As the publisher of Insightful Accountant and founder of the Top 100 ProAdvisor Awards, Gary shares:

• What 10+ years of ProAdvisor data reveals about firm success
• How small firms can punch above their weight at industry events
• Why AI is not optional (and where to start if you’re behind)
• Leadership lessons from military training that apply to accounting
• What’s coming next at Scaling New Heights and Intuit Connect

🎓 Plus: Details on his Be Insightful training platform for firm owners

📬 Want to connect with Gary

• Visit insightfulaccountant.com
• or find him on LinkedIn under Gary DeHart

🎧 Hit play to stay ahead of the curve and make smarter moves this year.

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

Losing $100K/month and didn’t know it.
Until Sonny Grappone showed up.

In this episode, the founder of Precision Accounting & Consulting breaks down the real reason most businesses stall financially (hint: it’s not marketing or sales).

🎧 What you’ll learn:

• The $500K payroll spike a client missed
• Why 75% of contractors can’t track profit per job
• The #1 red flag Sonny sees on balance sheets
• How he used ERC to build a 7-figure firm (by the book)
• What founders get wrong about accounting (and how to fix it)

If you’ve ever thought "we’re doing fine," this is your wake-up call.
‍
📬 Connect with Sonny:
→ sgr@precisionaccountingconsulting.com
→ precisionaccountingconsulting.com

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