• From 4.5 Years in Prison to a 7-Figure Multi-State Firm - With Patience Jackson
    2025/06/12

    4.5 years in federal prison. $0 to 7 figures. One of the most powerful growth stories you’ll hear this year.

    In this episode, Dr. Patience Rose breaks down the exact mindset and strategies that took her from wrongful conviction to running multiple businesses across the U.S.

    What we cover:

    • 💰 How she doubled, then tripled, then quadrupled her revenue in 3 years
    • 📈 Took one client from $5M to $12M in just 90 days
    • 🧱 Built a nonprofit + for-profit model that feeds sustainable growth
    • 🧠 Developed “backward business planning” - a framework built inside prison
    • 🤝 Now coaching 7- and 8-figure CEOs on clarity, numbers, and leadership

    This isn’t fluff or theory. It’s the hard-earned playbook behind real growth.

    👉 If you lead a firm and want to build something unshakable - this episode is your map.

    Send us a text

    This episode is brought to you by Bill.com

    • 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


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    37 分
  • Why 97% of Fractional CFOs Fail to Hit 7-Figures (Mark Gandy’s No-Nonsense Playbook)
    2025/06/05

    97% of CFO consultants never crack 7-figures

    Mark Gandy’s been breaking the mold since 2001. With a 98% close rate, 250+ podcast episodes. He’s living proof that the “fractional CFO” label is killing your growth.

    In this episode, he shares:


    🔑 The #1 sales secret that closes more deals than any pitch deck
    ⚡️ Why recurring revenue might actually hurt your growth
    🚀 How referrals alone fuel his million-dollar business and why it works
    💥 The mindset that took him from Big 8 burnout to a thriving 20+ year CFO practice

    If you’re tired of playing small, this episode is your roadmap to real success.

    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.

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


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    29 分
  • From Layoff to FBI Whistleblower: The Wild Path to Success - with Andrew Jordan
    2025/05/29

    Fired. Depressed. Then tapped by the FBI.


    Andrew Jordan’s story isn’t a straight line - it’s a masterclass in resilience, reinvention, and building a firm the right way.

    In this episode, we unpack:

    • The real story behind a $20M fraud scandal (and Andrew’s whistleblower role)
    • How getting fired sparked the growth of Jordan CPA
    • What it takes to build a 12-person firm with EOS and zero burnout
    • The single best move Andrew made after losing everything

    This one’s part cautionary tale, part playbook.
    If you’ve ever hit rock bottom or feared it, this is your roadmap back up.

    👉 Press play to hear how Andrew turned failure into fuel.

    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.

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


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    27 分
  • How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila
    2025/05/22

    7 clients. 30 posts. One phone.


    Jeremy Davila didn’t wait to “feel ready” - he built a client pipeline with raw, consistent content.

    In this episode, we break down:

    • The exact content that brought in new clients
    • Why 3 videos outperformed 10 cold emails
    • The $10K mistake most firms make on Instagram
    • How to use social without being “salesy”
    • The easiest way to create 30 days of content in 1 hour

    If you’re not creating content, this episode might change your mind and your pipeline.

    👉 Press play and steal the playbook.

    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.

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


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    29 分
  • I Spoke on Stage, Signed 100 Books, and Still Felt Like an Imposter
    2025/05/15

    I walked off stage and knew our business had just leveled up.

    This wasn’t just a marketing play,it was a career milestone, a systems test, and a visibility machine rolled into one.

    In this episode, I break down what really happened at GrowCon 2025, from battling nerves backstage to booking deals, meeting the team in real life, and learning where our systems still break.

    Here’s what you’ll learn:

    • The ROI of sponsoring high-ticket events (and what most firms get wrong)
    • What happened after my talk that I didn’t expect
    • The moment I realized I’m not the bottleneck in my business anymore
    • How we’re building for scale and what this event exposed in our systems
    • The underrated real value of masterminds and community

    If you’re serious about growing a firm that doesn’t rely on you 24/7 this one’s worth the listen.


    Send us a text

    This episode is brought to you by Bill.com

    • 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


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    15 分
  • Spreadsheet Killer: How to Dominate Sales with Zero Experience
    2025/05/08

    Most accountants run from sales - Vanessa ran toward it.

    After 9 years behind the books, she pivoted into a full-time sales role and never looked back. In this episode, we unpack her journey from accountant to closer - and the mindset shifts that made it possible.

    We get into:
    – How to make a career leap without starting over
    – Why mindset > tactics in outbound sales
    – What to do when the leads don’t say yes
    – How to stay sharp, take feedback, and actually enjoy the game

    Whether you’re scaling your firm, shifting roles, or just want to get better at closing—this one’s a must-listen.

    Send us a text

    This episode is brought to you by Bill.com

    • 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


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    22 分
  • From $0 to Baton Rouge’s #1 Accounting Firm in 3 Years - with John Roberts Jr.
    2025/05/01

    He scaled a firm 5x in 3 years—and didn’t burn out doing it.

    In this episode, James sits down with John Roberts Jr. of Attract Accounting to break down the mindset, systems, and strategy behind one of the fastest-growing firms in the country.

    You’ll learn:

    • How John bought his first firm with no money down
    • Why building SOPs before hiring paid off fast
    • The masterminds that changed everything
    • How his team helped land an $70M client exit
    • What’s next—and why most firms won’t get there

    👉 If you’re ready to grow like a business, not a freelancer—this one’s non-negotiable.

    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.

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


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    34 分
  • What Happens When a CFO Thinks Like a CEO - with Tom Dillon
    2025/04/24

    What if your biggest bottleneck… was you?

    In this episode, James sits down with Tom Dillon of Frak Finance, a former investment banker turned fractional CFO, to unpack the real reason most firm owners stall out- and what it takes to scale beyond the “one-man band” model.

    You’ll learn:

    • Why hiring before you're ready is often the smartest move
    • How to remove emotion from high-stakes financial decisions
    • The moment Tom knew he had to fire himself- and what happened next
    • What most fractional CFOs overlook when it comes to client growth
    • How to build a team that operates with calm, confidence, and clarity

    👉 If you’re serious about building a sustainable firm with real infrastructure - not just a job you own - this conversation will flip the switch.

    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.

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


    続きを読む 一部表示
    30 分