The Accounting Leads Now Podcast

The #1 Thing Accounting Firms Refuse to Do That Costs Them Clients | Drewbie Wilson

Your prospects already know they need what you do. So why aren't they signing? Most of the time, it's not your pricing. It's not your niche. It's that nobody picked up the phone. Drewbie Wilson built a movement around three words, Call the Damn Leads, after watching a client demand a refund on 100 hot leads he never once called. In this episode, Drewbie breaks down how to figure out whether your prospect values time or money, why "playing it safe" in sales conversations is quietly killing your growth, and the real reason your referral partner retiring could wipe out your pipeline overnight. You'll walk away with a two-step process to audit your time and a fresh framework for closing the clients who keep saying "I'll think about it." Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] 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 [https://accountingleadsnow.com]

He Had a Stroke. Then He Built a Conference. Here's What Accounting Got Wrong | With Randy Crabtree

You're exhausted. You keep telling yourself it's just tax season. But deep down, you know it's been longer than that. Randy Crabtree pulled over at a phone booth to quit his job and become a CPA. He built a firm, burned out, sold it, co-founded Tri-Merit Specialty Tax and landed on the Inc. 5000 three years running. Then a stroke in 2014 forced him to rethink everything. In this conversation, Randy gets real about what burnout actually looks like before it takes you down, why niching down accelerated his growth instead of limiting it, and the one client-list exercise that can change how you run your firm starting today. If you're running on fumes right now, this one's worth your commute. Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] 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 [https://accountingleadsnow.com]

He Landed a Client Shooting Machine Guns | Sean Duncan

A West Point grad invites you to shoot fully automatic machine guns and drink bourbon. You go. You meet a fractional CFO. Three months later, he's a multi-thousand dollar a month client. That's not a marketing strategy. That's Sean Duncan [https://www.linkedin.com/in/sean-m-duncan-cpa/]'s life and it's only the opener. Sean built the largest accounting firm in Frisco, Texas, then torched two-thirds of his revenue on purpose and rebuilt around a fixed-fee, proactive advisory model before anyone in the industry had a name for it. In this conversation he breaks down exactly how he did it, what almost ended him in 2017, how he niched into medical practices and video game developers, and the one calendar habit he credits for every major decision he's made since. You'll walk away with his "Work On the Business Day" framework, a new way to think about who you actually want as clients, and proof that shooting guns in Texas is a legitimate business development strategy. Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] 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 [https://accountingleadsnow.com]

She Left a 15-Year Career and Hit Capacity in Year One | Katie Helle

You're grinding through tax season wondering when it gets easier. What if the answer isn't working more, it's being more intentional about what you build and who you build it with? Katie Helle walked away from a 15-year career at a traditional firm, launched Scaled Accounting, and hit capacity faster than she ever planned. Her growth engine? Referral partnerships with financial advisors, real relationships built at conferences, and online communities where firm owners actually send each other business. In this conversation, she breaks down how she schedules tax prep to protect her 40-hour weeks, why she intentionally doesn't want to scale into a massive firm, and what happened when growth came so fast she didn't have SOPs ready for the team she had to hire mid-tax-season. If you're building a firm around your life instead of the other way around, this one's for you.  Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] 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 [https://accountingleadsnow.com]

The Real Reason Prospects Say “I Need to Think About It" And How to Fix it, With Brian Mayoral

Most accounting firms don’t lose deals because of price. They lose them because they explain too much. In this episode, Brian Merrill breaks down why prospects say “I need to think about it” and what’s actually happening on your sales calls. Key takeaways: * why too much information kills deals * how to simplify your offer so prospects say yes faster * how to control the sales conversation without sounding pushy * what top-performing firms do differently when selling If your calls are turning into long explanations instead of closed deals, this episode shows you exactly what to fix. Send us Fan Mail [https://www.buzzsprout.com/2389253/fan_mail/new] 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 [https://accountingleadsnow.com]