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 2025Why most firms lose money before they even pick up the phoneThe questions that close 90% of his leadsHow to build a firm people remember (and refer)The best ...
All content for CFO Chronicles: The Secrets Behind Success is the property of James Donovan and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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 2025Why most firms lose money before they even pick up the phoneThe questions that close 90% of his leadsHow to build a firm people remember (and refer)The best ...
The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
CFO Chronicles: The Secrets Behind Success
39 minutes
1 month ago
The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy. In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook. You’ll learn: • Why mortgages are one of the worst financial tools • How W-2 earners can legally offset massive tax burdens • The strategy that turned a $2M tax bill into nearly $0 • Why most CPAs miss this and h...
CFO Chronicles: The Secrets Behind Success
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 2025Why most firms lose money before they even pick up the phoneThe questions that close 90% of his leadsHow to build a firm people remember (and refer)The best ...
