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Most accountants aren't losing to AI, they're losing to their own bad systems.

In this episode, we sit down with Justin White, founder of JBookkeeping and a former trades business owner who’s now built a fast-growing remote firm on precision, responsiveness, and no-BS service.

He shares:

  • What actually builds trust and wins clients in 2025
  • Why most firms lose money before they even pick up the phone
  • The questions that close 90% of his leads
  • How to build a firm people remember (and refer)
  • The best mindset shift he ever made and how it changed everything

🔒 If you're great at accounting but struggling to grow, this episode is your wake-up call.

🎧 Listen to the end to hear how Justin approaches pricing, referrals, and growing without a backup plan.

📲 Connect with us Justin on LinkedIn or go to jbookkeeping.biz for more insights.

Send us a text

This episode is brought to you by Bill.com
Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

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

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Chapters

1. Myth-Busting: AI And Bookkeeping (00:00:00)

2. Who Thrives In The Age Of AI (00:02:10)

3. Why “Bean Counting” Hurts Businesses (00:03:20)

4. Roofing To Remote Accounting (00:04:38)

5. Building An Ethical, On-Time Firm (00:06:20)

6. Systems, Portals, And Reminders (00:07:35)

7. Marketing That Frees Founder Time (00:09:49)

8. A Consultative Sales Playbook (00:11:19)

9. Confidence, Pricing, And Reviews (00:13:14)

10. Staying Relevant Through Change (00:15:04)

11. Referrals, Service, And Scale (00:16:14)

12. Mindset: Commit And Persist (00:17:24)

13. Practical Growth Tactics For Firms (00:19:04)

14. Best Advice And Final Takeaways (00:21:14)

15. Closing And Calls To Action (00:31:04)

62 episodes