What if you could own a thriving accounting firm without a CPA, EA, or even industry experience?

Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acquisition using a personalized pitch deck and the grit most people avoid.

In this episode, Nik shares:
• Why value-based pricing and 3-tier offers aren’t optional in 2025
• The exact tools and AI stack he’s using to stay lean
• The mistake most buyers make that kills the deal
• His transition from marketing agency to tax firm owner

This episode is for anyone who’s looking at M&A, firm expansion, or just done billing by the hour.

🔗 Connect with Nik: https://www.linkedin.com/in/nik-watson/

🎧 Listen now. You'll walk away with ideas you can actually apply.

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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

2025 nearly broke me.
Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month.

But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day.

In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back.

What I cover:

• The exact moment I considered shutting it all down
• Why discounting for quick cash nearly wrecked us
• The “Mexico Meltdown” that set off the chaos
• The daily habits that pulled me out
• 3 muscles I had to build to survive the year

If you're in a tough season… listen to this.

You're not behind. You're not broken. You're being forged.

👉 Subscribe, share, and message me if this hits.
Let’s make 2026 the comeback year, together.

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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 treat meetings like a checkbox. Talk. Wrap. Move on.

But what if the way you run and follow up on meetings is quietly costing you hours each week and revenue you don’t realize you’re losing?

Jordan Vickery, co-founder of Vinyl, joins the show to reveal how firms are reclaiming 30-40 minutes per meeting, identifying hidden sales opportunities, and coaching their teams using nothing but meeting transcripts.

If you’ve ever felt buried in post-call admin, or suspect your team is missing the mark in QBRs and sales convos… this episode might change the way you work.

What you’ll learn:
• How to turn every client call into marketing and sales data
• The “silent killer” in advisory meetings and how to catch it
• Why most post-call workflows are broken
• How top firms are automating 90% of their follow-up

🔗 Learn more: usevinyl.com

💬 Connect with Jordan: LinkedIn

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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

Hourly billing isn’t just outdated, it’s blocking your growth.
In this episode, Dylan from Fabbi breaks down how his firm ditched time-based pricing, scaled past 500 clients, and became the go-to financial team for business owners who want more than just “books and taxes.”

You’ll learn:

• Why hourly billing kills service quality and client retention
• The tech + team system that allows his firm to run 200+ WhatsApp support threads
• How Fabbi replaced Facebook ad flops with a smarter, higher-converting client funnel
• Real-world tax strategies saving clients $25K+ annually
• The mindset shift that helped Dylan stop doing “cheap accounting” and build a scalable, premium service firm

🔗 Connect with Dylan:

📍LinkedIn: https://www.linkedin.com/in/moshe-fabbi-11013a162/
🌐 Website: https://www.fabbi.co/

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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

Still billing by the hour and afraid to raise prices? That’s exactly why you’re stuck.

Michael Ly, founder of Reconciled, joins CFO Chronicles to dismantle outdated firm models and share the mindset shifts that helped him scale a nationally recognized cloud accounting firm. From team turnover to pricing psychology, Michael opens up about the real work it takes to grow and why value-based pricing isn’t just a buzzword, it’s the future.

In this episode:

✅ Why hourly billing traps you in low-value work
✅ How to confidently raise prices (even for legacy clients)
✅ The 90-day review process Michael uses to grow recurring revenue
✅ The most overlooked threat to firm culture during rapid growth
✅ What AI won’t replace and how to double down on it

If you’re tired of being underpaid and overworked, this episode will shift your perspective and give you the steps to fix it.

📍 Connect with Michael Ly
🔗 LinkedIn: https://www.linkedin.com/in/michaelly

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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

Why are so many firm owners flat broke in Q4, even after six-figure tax seasons?

Tony Proctor’s been running a firm for 20 years, and he’s seen it all: tax pros who bleed cash every December, clients who push for fraud, and practitioners who won’t raise prices because they’re scared to lose “friend” clients.

In this episode:

• Why Proctor fired a paying client (and what it cost him)
• What he really thinks about Profit First (it’s not what you expect)
• The cash flow trap that keeps firms broke after tax season
• How to stop being the “best-kept secret” in your city
• The biggest marketing lie most accountants still believe

If you’ve ever said, “We make good money but I don’t know where it all goes,” this one’s a must-listen.

📍 Connect with Tony Proctor

• Website: https://www.proctortaxprep.com/
  
  
• LinkedIn: https://www.linkedin.com/in/tonyproctor/

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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 accounting firms are burning cash on cold leads and broken outreach funnels, but what if that’s not your real growth problem?

In this episode, I sit down with Kwame Agyei, founder of Appoynt, to reveal what actually scales firm growth: community, relationships, and real conversations. Kwame´s built a global team across Africa and shares how showing up in person has done more for growth than any automation ever could.

We talk about:

• Why cold outreach flopped (and what to do instead)
• The underrated power of in-person networking
• How US firms can tap top-tier talent from Ghana (and why it works)
• The mindset shift from operator to builder
• Why your first hire overseas is more about culture fit than cost

This isn’t about theory, it’s what’s working now for firms trying to scale lean and smart.

• Connect with Kwame on LinkedIn:
  https://www.linkedin.com/in/kwame-agyei-b3ab1333/
  
  
• Learn more about Appoynt: https://www.appoynt.co.uk/
  
  

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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 firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.

Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team.

In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk:

• Why bookkeeping alone is a race to the bottom
• The mindset shift that helped him raise prices and set boundaries
• The #1 mistake accountants make trying to “do marketing”
• How touchpoints and trust-building are key to scaling a firm
• What most fractional CFOs misunderstand about sales

👉 If you want clients who stay, pay well, and refer others, don’t skip this one.

Cameron shares what’s working right now and what wasted his time.

🔗 Connect with Cameron Williams:
Website: www.kynliconsulting.com
LinkedIn: https://www.linkedin.com/in/cameronwilliams11/

Send us a text

Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

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