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