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Your Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams

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Manage episode 520344467 series 3589598
Content provided by James Donovan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Donovan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.

Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team.

In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk:

  • Why bookkeeping alone is a race to the bottom
  • The mindset shift that helped him raise prices and set boundaries
  • The #1 mistake accountants make trying to “do marketing”
  • How touchpoints and trust-building are key to scaling a firm
  • What most fractional CFOs misunderstand about sales

👉 If you want clients who stay, pay well, and refer others, don’t skip this one.

Cameron shares what’s working right now and what wasted his time.

🔗 Connect with Cameron Williams:
Website: www.kynliconsulting.com
LinkedIn: https://www.linkedin.com/in/cameronwilliams11/
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

  continue reading

Chapters

1. From Layoff To Launch (00:00:00)

2. Insurance Clock And A Nudge To Found (00:02:00)

3. Playing Offense With Money (00:04:15)

4. Bookkeeping As A Means, Not The Goal (00:07:30)

5. Profit First: Keep It Simple (00:10:20)

6. Early Career Lessons And Firm Vision (00:12:40)

7. From Technician To Builder (00:15:00)

8. Why Ads Flopped And Trust Gaps (00:19:14)

9. What Works: Organic And Communities (00:21:24)

10. Touch Points, Retention, And AI Edge (00:24:04)

11. The Industry Myth Holding Firms Back (00:26:04)

12. Speak To Outcomes, Not Ledgers (00:29:24)

13. One Takeaway: Q4 Planning Now (00:31:04)

14. Best Advice: Relentless Touch Points (00:33:04)

15. Closing And Calls To Action (00:35:04)

66 episodes

Artwork
iconShare
 
Manage episode 520344467 series 3589598
Content provided by James Donovan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Donovan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.

Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.

Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team.

In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk:

  • Why bookkeeping alone is a race to the bottom
  • The mindset shift that helped him raise prices and set boundaries
  • The #1 mistake accountants make trying to “do marketing”
  • How touchpoints and trust-building are key to scaling a firm
  • What most fractional CFOs misunderstand about sales

👉 If you want clients who stay, pay well, and refer others, don’t skip this one.

Cameron shares what’s working right now and what wasted his time.

🔗 Connect with Cameron Williams:
Website: www.kynliconsulting.com
LinkedIn: https://www.linkedin.com/in/cameronwilliams11/
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

  continue reading

Chapters

1. From Layoff To Launch (00:00:00)

2. Insurance Clock And A Nudge To Found (00:02:00)

3. Playing Offense With Money (00:04:15)

4. Bookkeeping As A Means, Not The Goal (00:07:30)

5. Profit First: Keep It Simple (00:10:20)

6. Early Career Lessons And Firm Vision (00:12:40)

7. From Technician To Builder (00:15:00)

8. Why Ads Flopped And Trust Gaps (00:19:14)

9. What Works: Organic And Communities (00:21:24)

10. Touch Points, Retention, And AI Edge (00:24:04)

11. The Industry Myth Holding Firms Back (00:26:04)

12. Speak To Outcomes, Not Ledgers (00:29:24)

13. One Takeaway: Q4 Planning Now (00:31:04)

14. Best Advice: Relentless Touch Points (00:33:04)

15. Closing And Calls To Action (00:35:04)

66 episodes

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