Unlock the secrets to thriving in the financial services industry as we bring you an engaging discussion with Luigi Rosabianca and Matthew Meehan from Shield Advisory Group. With their journey from the high stakes of Wall Street to founding a firm dedicated to supporting small and medium-sized businesses, Luigi and Matt reveal the strategies that have fueled their success. Tune in to discover how their unique partnership has enabled them to provide vital guidance, especially during the turbulent times of the COVID-19 pandemic. Hear about their innovative collaborations with CPAs and accounting firms across the U.S., where they offer resources like the ERC tax credit, creating a positive impact for countless small business owners.

Learn how to future-proof your business with proven techniques to maximize growth and diversification. Luigi and Matt stress the importance of a multi-channel marketing strategy to avoid the pitfalls of over-reliance on a single platform. They also share insights into balancing branding efforts with direct consumer interactions. Gain valuable knowledge on cross-selling and upselling services within the accounting sector to enhance client relationships and revenue streams. Conclude your listening journey with powerful strategies to position yourself as a trusted advisor, attracting high-paying clients and unlocking your business's full potential.

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When unforeseen challenges strike—like losing your laptop and being out sick for a week—your business systems are put to the ultimate test. In this episode, we explore how our tried-and-true processes kept the wheels turning during a tough time. We also share actionable strategies for delegating tasks and creating systems that empower your team to step in seamlessly. Tune in for candid insights on fine-tuning your processes, ensuring your business not only withstands setbacks but flourishes through them.

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Unlock the secrets of financial success with our special guest, BIll Dillmeier, the mastermind behind Aperture Advisors. Journey with us as Bill shares his inspiring transformation from a traditional finance professional working with giants like Vanguard and Morgan Stanley, to a venture capitalist and private equity innovator. Discover how pivotal moments, including the 2008 financial crisis and his time with Bill Gates at Corbis, carved a new path for him, expanding his expertise beyond finance into the realms of global sales and the startup ecosystem.

Explore the fascinating world of gamification and its transformative impact on business engagement. Bill and I discuss the challenges faced by the stock photography industry and how digital adaptation was key to survival. We dive into the power of gamification not just as a buzzword, but as a real strategy deployed to enhance employee engagement and customer loyalty through innovative point systems and rewards. Even engineers at major space agencies find value in these strategies, proving gamification’s universal appeal and effectiveness in business interactions.

Get ready to elevate your professional game with insights on badging, credentialing, and data visualization. We break down the importance of platforms like Carrot and GitHub in recognizing talent and how visual tools can align and drive business momentum. Bill shares his strategies for leveraging LinkedIn to build a robust professional community and the shift from traditional SaaS pricing to more dynamic, usage-based models. Whether you're an entrepreneur or aspiring CFO, this episode is packed with valuable strategies for networking, branding, and business development in vibrant startup communities like Seattle.

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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

Discover how Greg Powell from Fifth Ridge Ventures is revolutionizing the financial landscape for medium-sized businesses in Atlantic Canada by introducing the innovative role of fractional CFOs. Greg shares his expertise on creating a flexible, three-month rolling plan tailored to address specific client needs, ensuring that businesses can effectively manage costs while prioritizing pressing issues. This episode offers a treasure trove of insights into Greg's client acquisition strategies, emphasizing the power of networking and the pivotal referrals from banks. It's a masterclass in financial consulting that highlights the immense value and peace of mind fractional CFOs bring to business owners by targeting and resolving their unique pain points.

Explore the exciting concept of a "flexible C-suite," where professionals from diverse fields band together as fractional executives to provide a comprehensive suite of services. Inspired by a motorcycle ride, Greg's partnership offers an innovative approach to business solutions, applicable in both Canada and the U.S. Gain a deeper understanding of the cultural and systemic differences between Canadian and American entrepreneurs, and how these nuances play a role in business operations. Greg also extends an invitation to U.S. businesses to leverage the cost-effective benefits of favorable currency exchange rates. Join us for an insightful journey into the challenges and triumphs of fractional CFO services, and the promising future of flexible executive solutions.

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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

In this solo episode, we’re diving into the strategies that worked wonders in 2024 to help our business—and our clients—achieve growth.
From high-intent Local Service Ads and Google Business Profile optimization to leveraging LinkedIn newsletters and starting Skool communities, this episode is packed with actionable tips to amplify your brand presence and streamline your marketing efforts.
Learn how to:

• Generate quality leads with Local Service Ads.
• Maximize your Google Business Profile for SEO and reviews.
• Use LinkedIn newsletters to stay top-of-mind.
• Build low-touch Skool communities to nurture prospects.
• Launch or guest on podcasts for unparalleled exposure.

We’ll also explore how to repurpose content effectively, set up tools to increase engagement, and position yourself for success in the year ahead. Whether you’re a business owner, marketer, or professional looking to level up, this episode has something for you.

Want access to the resources we discussed in this episode? Join our Skool community here: Accounting Leads Now.

Interested in starting your own Skool community? Use our affiliate link to get started: Skool Affiliate Link.

Tune in and let’s make 2025 your best year yet!

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Have you ever considered how similar financial planning is to a medical diagnosis? We unravel this intriguing comparison with Aleksey Kaplan from Kaplan CPA, who shares his unconventional journey from aspiring doctor to entrepreneurial CPA. Abandoning his medical dreams due to an unexpected aversion to needles, Aleksey found himself navigating through the tumultuous waters of real estate during the 2008 market crash. Thanks to some sage advice from his wife and his natural knack for numbers, Aleksey pivoted to accounting, turning his diverse business experience into a guiding light for fellow entrepreneurs.

Tune in as we redefine the role of a fractional CFO as a "financial doctor," where Aleksey draws insightful parallels between financial and medical diagnoses. With engaging analogies like likening tax planning to medical prescriptions, he simplifies complex financial concepts, making them approachable for every client. Discover how a color-coded scoreboard becomes a vital tool in assessing financial health, guiding clients toward informed decisions and ultimately, sustainable success. Whether you're a business owner seeking financial clarity or simply curious about the journey of this unique "financial healer," this episode promises a wealth of engaging insights.

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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 transforming your business into a well-oiled machine was within reach? Join us for a revealing conversation with Brett Linnenkohl of Evergreen Strategic Systems as he unveils his journey from baseball camps to becoming a fractional COO. Brett shares his secret recipe for business scalability, emphasizing the power of turning grand ideas into scalable systems. Discover how identifying invigorating tasks and documenting processes, perhaps with the help of tools like Loom videos, can propel your business forward by cutting through inefficiencies and unleashing innovation.

Transitioning from a hands-on business owner to a systems-driven entrepreneur might seem daunting, but Brett sheds light on how to conquer this challenge. Drawing inspiration from influential books and software like Lucidchart, Brett outlines the transformative impact of creating Standard Operating Procedures and visually mapping operations to achieve predictable outcomes. His insights shine a light on how addressing bottlenecks—particularly in marketing—can free up time for strategic initiatives, leading to smoother operations and enhanced business performance. Don't miss Brett's unique take on visualizing business processes to identify root issues and foster sustainable growth.

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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

Unlock the secrets to marketing success with our fascinating guest, James Smith, the innovative mind behind Bright Idea Marketing. From his early days as a technology-enthused child to becoming a leader in digital marketing, James shares his inspiring journey and insights into the world of accounting. Discover how his passion for website development transformed into a thriving marketing agency, focusing on leveraging platforms like Facebook for lead generation. Listen as James admires the role of accountants in business success and reveals how he's helping them attract clients in a competitive market.

Explore the untapped potential of Facebook ads for accountants, a tool that can revolutionize how firms grow and stabilize their revenue. James guides us through effective strategies that shift focus from one-off projects to recurring services, reducing financial volatility. Hear about how targeting specific industries can position accountants as experts, attracting high-value clients with minimal ad spend. We discuss the importance of creating a predictable system for lead generation, moving away from traditional referrals to ensure quality and fit for incoming clients.

As we navigate the challenges accountants face in standing out, we emphasize the critical role of specialized marketing support. Learn how firms like Bright Idea Marketing can handle branding and lead nurturing, allowing accountants to focus on what they do best. James underscores the importance of patience in marketing campaigns, advising against the costly habit of frequently switching marketing firms. We conclude with strategic growth tips, encouraging accountants to position themselves as trusted advisors and stay engaged with industry trends via LinkedIn. Don't miss this opportunity to gain valuable insights and enhance your marketing prowess.

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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