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 $100M 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.

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Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

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.

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Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

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.

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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.

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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.

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Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

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.

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Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

What if you could cut your tax bill in half—just by owning your building the right way?

In this episode, James sits down with Sean Graham of Maven Cost Segregation to unpack the most overlooked tax strategy business owners, CFOs, and firm leaders aren’t using—but should be.

You’ll learn:

• How cost segregation turns depreciation into cash flow
• Why most accountants still don’t bring it up to clients
• Who qualifies (and how much you can really save)
• Why Sean focuses on SEO + education instead of ads
• The mindset shift that helped him scale a niche service business

👉 If your business owns real estate—or your clients do—this episode could be worth five to six figures.

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Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

You don’t need more clients. You need the right ones—and a system that keeps them.

That’s exactly what Marta Grumberg built with Grumberg Accounting: a hands-free, high-retention accounting service tailored specifically for bars, restaurants, and caterers.

In this episode, Marta joins James to break down how she became the go-to financial partner for food businesses across the U.S.—and how she’s grown through referrals, retention, and relevance.

You’ll learn:

• How going deep in one industry built long-term loyalty
• The behind-the-scenes of helping clients survive (and thrive) through COVID
• Why most firms miss the mark when “niching down”
• How Marta’s content speaks directly to what her clients feel—not just what they need
• What’s next for building a modern accounting firm in a specialized space

If you’re building a relationship-first firm with real staying power, this is the niche playbook you didn’t know you needed.

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