His George Costanza Moment at Intuit Changed How He Builds Everything | David Leary

His George Costanza Moment at Intuit Changed How He Builds Everything | David Leary

He spent 22 years inside Intuit, co-hosts the #1 podcast in accounting, and now he's building the CPE app that lets accountants earn credits from any content with a play button. And his best career advice? "The procrastinators will be rewarded." Episode 82 features David Leary [https://www.linkedin.com/in/davidleary], Co-Founder of Earmark CPE and co-host of the Accounting Podcast. David started at Intuit doing tech support at 21, took thousands of calls, climbed through QA, engineering, and product management, and had a George Costanza moment that changed how he builds everything: do the exact opposite of what everyone else is doing. In this conversation, David breaks down why vibe coding is a double-edged sword for accounting firms (your clients are about to build their own broken apps), the MVP mindset that landed his Intuit project in the appendix of The Lean Startup, and why firms need to document their processes before they touch any AI tool. If you've been wondering whether AI is going to replace your firm or create more work for it, the answer might be both. Connect with David: LinkedIn: https://www.linkedin.com/in/davidleary [https://www.linkedin.com/in/davidleary] Earmark CPE: https://earmarkcpe.com/ [https://earmarkcpe.com/] David's website: https://davidleary.com/ [https://davidleary.com/] Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them. Book a free strategy call > accountingleadsnow.com [http://accountingleadsnow.com] We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July. Grab my book, Booked Solid > Get your copy here [https://a.co/d/02rch7Qz] The digital marketing playbook built specifically for accounting firms. No theory. Just what works. Join our Skool community - 7 days free  > Join here [https://www.skool.com/accounting-leads-now/about] Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.

The Bookkeeper Who Hates Bookkeeping (And Built Two Thriving Businesses Anyway) | with Heidi Ryder

She'll tell you straight up: she doesn't like bookkeeping. She built a successful bookkeeping firm anyway. Then she bought a marketing company. Episode 81 features Heidi Ryder [https://www.linkedin.com/in/heidiaryder/], a former middle school math teacher who started Healthy Books LLC in 2017 and replaced her teacher's salary within six months. Last year she acquired keepful [https://keepful.com/], the marketing automation platform built to help bookkeepers, accountants, and tax pros organize leads, automate follow-up, and build stronger client relationships, all while homeschooling four kids. In this conversation, Heidi breaks down the LinkedIn strategy that turned cold connections into referral partners and clients (hint: it involves hitting record), how she juggles two businesses without pretending there's such a thing as balance, and her playbook for actually getting ROI out of conferences like GrowCon instead of flying home with a notebook full of ideas you never touch. If marketing is the part of your firm you keep avoiding, this one's for you. Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them. Book a free strategy call > accountingleadsnow.com [http://accountingleadsnow.com] We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July. Grab my book, Booked Solid > Get your copy here [https://a.co/d/02rch7Qz] The digital marketing playbook built specifically for accounting firms. No theory. Just what works. Join our Skool community - 7 days free  > Join here [https://www.skool.com/accounting-leads-now/about] Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.

He's a Lawyer AND a CPA. Here's the One Question That Changed His Sales | with Christopher Papin

You ask clients to send a PDF through a secure portal. If they can't, they're not your client. Sounds harsh. It's not, it's a filter. Episode 80 features Christopher Papin [https://www.linkedin.com/in/chrispapin/], who runs a law firm AND a CPA firm at the same time, and somehow still keeps a third of his day for life outside the office. Forbes and Thomson Reuters have both recognized his work. He's also the author of "168 Hours" and host of the BLABO podcast. In this conversation, Chris breaks down the exact onboarding system that gets him a 70-80% close rate, why he calls every signed letter of intent a "promise ring," and how hiring people with bartending and hospitality backgrounds fixed his client communication overnight. If you've ever lost a deal because you didn't ask the right follow-up question, this one's for you. Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them. Book a free strategy call > accountingleadsnow.com [http://accountingleadsnow.com] We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July. Grab my book, Booked Solid > Get your copy here [https://a.co/d/02rch7Qz] The digital marketing playbook built specifically for accounting firms. No theory. Just what works. Join our Skool community - 7 days free  > Join here [https://www.skool.com/accounting-leads-now/about] Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.

The Man Who's Never Lost a Deal in 12 Years (Here's How) | Justin Farmer

You've spent years building your firm. But if someone asked what it's worth today, could you actually answer that? Most owners can't. And that gap is exactly where deals fall apart. Justin Farmer is a licensed attorney and business intermediary who has helped close accounting firm transactions for over 12 years, with a 100% accepted-offer track record. He's sat at more closing tables than most CPAs will see in a lifetime, and he pulls zero punches about what separates a clean exit from a costly one. In this episode: why not knowing your financial goal is the #1 deal-killer, how to structure internal succession before you ever go to market, and why even a $500K solo practice can sell, if you're reasonable. Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them. Book a free strategy call > accountingleadsnow.com [http://accountingleadsnow.com] We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July. Grab my book, Booked Solid > Get your copy here [https://a.co/d/02rch7Qz] The digital marketing playbook built specifically for accounting firms. No theory. Just what works. Join our Skool community - 7 days free  > Join here [https://www.skool.com/accounting-leads-now/about] Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.

Something Quietly Hit Accounting Firms in 2025. Here's What to Do About It. | Erica Goode

Your pipeline feeling a little thin? Clients suddenly asking more questions about price? You're not imagining it. And you're not alone. Since fall 2024, a perfect storm has been building, AI-assisted offshore firms, a softening economy, tariff anxiety, and clients who are now very aware there are cheaper options. The firms getting hit hardest? Bookkeeping and fractional CFO. And the old playbook of "raise your prices, show your value" doesn't always work when someone is genuinely watching their cash. Erica Goode [https://www.linkedin.com/in/erica-goode-cpa/] isn't here to sugarcoat it. Former KPMG auditor. Former Walgreens finance exec. Now running a virtual fractional CFO firm from the Idaho mountains, on her own terms and founder of Aligned Accountants, the community for solo firm owners who want a real life AND a real business. In this episode: why she saw the pricing shift coming, what the actual conversation looks like when a client wants to spend less, and the one question that tells you whether to fight for the client or let them walk. Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them. Book a free strategy call > accountingleadsnow.com [http://accountingleadsnow.com] We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July. Grab my book, Booked Solid > Get your copy here [https://a.co/d/02rch7Qz] The digital marketing playbook built specifically for accounting firms. No theory. Just what works. Join our Skool community - 7 days free  > Join here [https://www.skool.com/accounting-leads-now/about] Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.