Manage episode 516672815 series 3589598
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.
This episode is brought to you by Bill.com
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Ready to turn your firm into a lead-generating, profit-driving machine?
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Let’s map out your growth plan together → Book your free strategy call
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