May 1, 2025 • 33 mins
He scaled a firm 5x in 3 years—and didn’t burn out doing it.
In this episode, James sits down with John Roberts Jr. of Attract Accounting to break down the mindset, systems, and strategy behind one of the fastest-growing firms in the country.
You’ll learn:
- How John bought his first firm with no money down
- Why building SOPs before hiring paid off fast
- The masterminds that changed everything
- How his team helped land an $70M client exit
- What’s next—and why most firms won’t get there
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Ready to make a shift?
Book your strategy call today at accountingleadsnow.com
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Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:01):
Welcome to CFO Chronicles the secrets behind
success, the go-to podcast forfractional CFOs and accounting
firm owners who want to attractmore high-paying clients and
increase their revenue.
Hosted by James Donovan fromNine Two Media, this podcast
dives into marketing strategiesspecifically designed for lead
(00:22):
generation and clientacquisition.
In each episode, you'll hearfrom industry leaders sharing
their success stories, and Todaywe're joined by John Roberts Jr
from Attract Accounting Superexcited to have you on the show,
(00:50):
John.
Speaker 2 (00:51):
We've been working together for a little bit now,
but you have a really cool story, a very successful company
you've built in just a coupleyears.
So I'm really excited to divein, to hear a little bit more
about Attract, where the ideacame from and how business has
been the last couple of years.
John, welcome to the show.
Speaker 3 (01:08):
Awesome James, Thanks for having me Super excited.
Speaker 2 (01:11):
Awesome, awesome.
So, john, I was just askingbefore the show started here
background John Roberts Jr.
Similar to Ken Griffey Jr asfar as the name goes.
Give me a background on, maybe,the family lineage and where
the junior came from.
Obviously from your dad.
But, like, maybe tell me alittle bit about your family
(01:32):
background and where the namecame from.
Speaker 3 (01:35):
Yeah, so you know John Roberts is a pretty common
name.
I like to joke with a lot ofpeople and tell them that my
grandfather is the Chief Justiceof the Supreme Court of the
United States because his nameis also John Roberts.
But my family is not thatconnected politically.
You know my one of the reasonsI started this firm is really I
(01:59):
saw the issues that my dad hadwith his accountant.
You know he owns a millworkdistribution company, so he's
basically the middleman betweenthe folks who put windows and
doors together and then thebuilders who install it.
And you know before that youknow his father was a carpenter,
and so we have a really richhistory in construction, also in
(02:25):
entrepreneurship.
And you know, when Attract cameto be, that was kind of the
ideal client, the business ownerwho really had no idea how they
were doing.
They didn't know how to measurethemselves other than the cash
that was in their bank account,and then at the end of the year
(02:49):
they just get completelysurprised by a big tax bill.
And so all of that in mind iswhat we did, or who we
considered, when we builtAttract.
Speaker 2 (03:00):
That's cool.
That's cool, and I want to heara little bit about how Attract
came to be.
Is owning an accounting firmsomething you wanted to do from
childhood, or how did you get towhere you are now?
Speaker 3 (03:31):
I wanted the lifestyle.
I wanted the ability to thinkon your feet and to add value to
people, to build trust and andjust develop those type of
relationships.
And you know, midway through mycollege career you know I was a
political science major I gotsome really good advice to
switch to accounting because,you know, accounting was the
language of business andbusiness was the best safety net
, right If something went wrongwith law school.
You know, at that point I hadseen folks go through undergrad
(03:55):
and make it to law school andfind out either A it wasn't for
them or you know B when they didgraduate they were kind of
stuck at like private injuryfirm or you know personal injury
firm, and you know, kind ofstuck there and I'm like man,
I've got to be more well-rounded.
So I switched to accounting thelast two years of my collegiate
(04:16):
career.
I was a college football playeras well.
So I was on the five-year plan.
I got redshirted my first yearand then, you know, took
basically five years to graduateand I got redshirted my first
year and then took basicallyfive years to graduate and I got
my 150 credit hours.
Well, I was actually supposedto sit for the LSAT, the law
school test.
About three days after I blewout my knee like this terrible
(04:38):
football injury.
That really just kind ofchanged the trajectory of my
life and so I stuck withaccounting.
I almost dropped out of schooljust to rehab because it was
just an injury that took foursurgeries to fix.
But I stuck with accounting andthe public accounting firms came
calling and they basicallyoffered me a job on the spot and
(05:01):
I had really nothing else linedup.
So I said, sure, I'll take it.
And then they said, john, weexpect you to get your CPA
license.
And so I did and, you know,kind of worked my way up through
public accounting and when Iwas there I loved the exposure
to, you know, the veryconsultative type of
(05:21):
relationship with our clientsand being able to add value.
And I was actually on thepartner track at that firm.
But there was just some thingsculture wise.
You know, I wanted to be ableto pick who I worked with and
who my clients were.
And when you join a big firmyou know you don't really get to
pick, you just kind of fill ina role.
And so you know I knew thatentrepreneur or entrepreneurship
(05:45):
was something I wanted to gofor.
I just didn't really know theavenue.
But later on, you know, in thatpublic accounting career, I
started to think like man, Icould maybe do this on my own
one day.
But it's been four years sinceI've done a bank reconciliation,
like I was very good at auditin the sense of, you know,
theory and what to look out forand testing different types of
(06:06):
things, but the day to day ofrunning a business from an
accounting department'sperspective, you know I had no
experience doing so.
I moved over to corporateaccounting to a private equity
backed manufacturing firm.
I worked there for, you know,three years and you know,
towards the end of that thatthat part of my life is when
COVID hit.
(06:26):
And so COVID really allowed methe opportunity to kind of
reassess like where my life wasgoing.
You know, did I feel like I wasusing my skills to the best of
my ability when I selling myselftoo short in certain areas?
And you know I basically mappedout this plan to start.
What became Attract?
And so you know, fast forward tothe end of 2021, you know, just
(06:50):
picking up a few clients hereand there, just friends who were
business owners and then I gotthe opportunity to buy a small
bookkeeping and tax firm andbasically said, ok, here's my
chance.
So I bought the firm.
You know it was an ownerfinance arrangement.
So I did have a soft landingand you know I had two kids at
the time and I'm like this iswhere we're going.
(07:11):
So you know, fast forwardanother four or five months.
My old boss from corporateAmerica decided to join me as my
partner, which is Armin Michaud, and it's just been up and to
the right ever since.
Speaker 2 (07:25):
That's so cool.
That's great.
Where did the name Attract comefrom?
Great?
Speaker 3 (07:31):
question.
So I always wanted a name thatwould outlive me.
You know I didn't want it to beRoberts, you know, cpa firm, or
Roberts andisha's CPA firms,and so I always liked the
branding aspect of business aswell, and you know I used to
(07:53):
joke that I wanted a name thatwas just one word that everybody
knew, like Beyonce, you know,and so I thought like, hey, what
is the?
what is a word that meanssomething to me, um, that you
know would resonate with, withmy, with my team and with with
(08:14):
my clients.
And so, uh, I was reading thisbook called the secret by Rhonda
Byrne, and, uh, the secret isbasically the law of attraction
that, you know, what you put outinto the universe, you'll also
attract back, and, and so what Ialso loved about the word
attract in my mind was that if Iadded one C to the last four
(08:37):
letters, that is theabbreviation for accounting, and
so it was born, it was thenattract, and you know, the
hardest part for me at thispoint is reminding clients to
put that extra C in there.
And so, anytime you know I'mgiving to exude the, the thought
and the energy that you know,we have a, a very specific goal,
(09:12):
and that's to help people, andthe way you you help people is
is by putting yourself out there, and then you know being
attractive.
And so, uh, that's whereattract came from that's so
great.
Speaker 2 (09:24):
It's interesting you talk about the two C's in the
name, because for us I wouldprobably choose a new company
name or a new domain if I wouldhave known how many people would
spell it wrong.
Every time I go to give myemail address it's like no, it's
not the letters, it's spelledout N-I-N-E, but people are
still putting the numbers in.
(09:45):
It's like should have picked aneasier email address.
I would love to hear about,like, where all of the success
came from for you, but maybewhat was hard at the start,
because you guys are a reallynew firm but you're crushing it.
But I can't imagine.
(10:05):
It's always just been like hey,I got into business and boom,
we're making a ton of money andprofit margins are awesome.
Why didn't I do this earlier?
What was some of the stuff inthe earlier days, or maybe some
stuff you're going through nowas you grow that you're like man
, this business thing is hard.
Speaker 3 (10:21):
Yeah, great question.
I mean, look for us.
(10:44):
I had never even worked in anaccounting consulting firm.
You know, now you look at it itwas like the best time to get
in.
Everybody got in because moneywas cheap and those types of
things.
But I had built up a prettysizable real estate portfolio
and kind of proven to myselfthat like there's a winning
formula to scaling a business.
Number one is you really haveto educate yourself.
(11:05):
You have to be humble to knowthat you don't know everything.
You can't be afraid to make amistake, you have to have proper
reserves, you have to havesafety nets and you have to have
mentors and people to ask.
And so there was this guy namedTyler Rogers who I still
mastermind with every month, andhe had started this accounting
(11:26):
consulting firm about a year anda half before Attract started.
And so I became like evencloser friends with him and you
know kind of learn the ins andouts like what does the proposal
look like?
You know what softwares do yourun, and he was really
beneficial and helpful for me inthat front.
And then when we bought theexisting firm you know the
(11:51):
existing tax and bookkeepingfirm you know they had their own
processes.
A lot of them pretty much 95%of them sucked, so I knew what
not to do.
But it was just a huge, a hugegame of trial and error and of
stress and anxiety and, you know, worrying, like did I bite off
(12:11):
more than I could chew and am Ireally fit for this?
And you know, along the way Icontinue to make more friends in
the industry and you know, Ilooked at our lack of maturity
not as a disadvantage but as anadvantage, because I could start
(12:31):
from scratch.
And you know, luckily, mypartner Armand at the time, you
know, as he left corporateAmerica, he kept the
relationships with the companiesthat he had worked for and so
he started consulting back withthem and so he was really cash
flowing the business for likethe first six or eight months,
(12:53):
while I was building everythingyou know, I was implementing
ignition and carbon and keeperand marketing and the website
and doing our hires and buildingout our SOPs and making loom
videos, because I knew that whatI needed to build needed to be
(13:14):
an asset.
And I was like thinking ahead,like visualizing myself in five
years, like wouldn't it be niceto have a training library,
which we have, you know,wouldn't it be nice to have
financial reportinginfrastructure in place, which
is, you know, we use reachreporting, and so you know that
(13:34):
allowed me to start surroundingmyself with some really key
players, and you know JacobFaust and Kimber Gill are both
on our team and they've beenjust so instrumental of, you
know, basically augmenting whatwe were already doing and just
scaling it, you know, to newheights.
And so you know it's still agrind.
(13:55):
You know we still make mistakesand some of them are costly,
but you know I'd rather hit theguardrail, going around the
curve every now and then and gofast, than just putt-putt around
and, you know, never reallymake any progress.
You know we've grown we 5x'd inthree years, so I think it's
(14:20):
like 160% annual growth overthree years, I think.
And you know that doesn'thappen without, you know, a
vision.
You know we implemented EOSreally early on and you know we
self-implemented it in thebeginning and we're very clear
about our goals, and so thatevery time we were presented
(14:41):
with a business decision, thequestion was does it get us
closer to our goal or not?
And if it gets us closer to ourgoal, then we have to do it.
And so you know, my partner,armin and I are both really
lucky that we were.
We're both well connected inthe community.
You know, we both have, I think, pretty good reputations and
(15:02):
and so people just startedcoming out the woodwork like,
hey, my brother owns a companythat does this, you know, and
you know our CPA is retiring, socan you guys take over the work
?
And then, you know, we do thework and we market it.
And then the next thing, youknow, you know, we've, we've 5x
in three years.
So, um, it's definitely been agrind for sure there's so much
(15:25):
insight there.
Speaker 2 (15:27):
What I love is the way you're speaking about the
business, knowing it's it's anasset and it's not a job and I
think a lot of firm owners inprobably more so just getting
started.
But I think some people fallinto that trap where it's like,
oh, I just have a job and thisis just what pays the bills,
versus well, this is a businessand it's an investment and it's
it's an asset that I can get outof and it's going to run on its
(15:49):
own.
So I love that you were forwardthinking to build everything on
the front end while you weredoing it, and now you, you have
resources.
You don't have to keep goingback to the well and training on
the same thing over and overand over again.
That's really cool.
The other thing I wanted to askyou about because I was asked
this on a podcast earlier todayyou touched on being in a
mastermind early out in yourjourney.
(16:11):
What's your take on joiningmasterminds, and I'll leave it
at that.
What's your take on joiningmasterminds and I'll leave it at
that.
What's your take?
Speaker 3 (16:20):
on joining masterminds?
I don't want to answer thequestion for you.
Yeah, so I, from the verybeginning, invested in coaching,
you know, and a lot of thosewere masterminds.
I mean, the first one I everdid was this guy named Bryce
Tubbs who reached out to me overLinkedIn and you know, when he
told me that you know it wasfive grand for this course, I
(16:40):
was like Are you kidding me?
Like I cannot afford that.
And then the next thing, youknow, you know we're billing
25,000 a month and you know itpaid for itself Now and I got a
lot out of that right.
Like I had connections toworkers in India and you know
(17:01):
people who were really good at,you know, out me kind of
subcontracting some stuff to inthe beginning and I wouldn't
have that.
You know, what I did was Ibought time.
Like I paid money to save time,so I bought time.
I paid money to save time, so Ibought time For me.
(17:22):
It's been one of the bestdecisions that I've made to
invest in masterminds AfterBryce Tubbs.
Then I went to well, I kind ofself-educated myself, from Rob
Nixon's group In fact.
I mean I've got the book righthere and I mean, rob, if you're
watching, everything'shighlighted and I've got notes
(17:44):
in there, and so I took thiscourse.
And then I took the Summit CPAcourse, which was like the best
5K that I've ever spent.
And then I invested in JackieMeyer's Tax Plan IQ mastermind,
and now I'm in a mastermind withBrandon Hall and you know 30 or
(18:04):
so of like the leading, likeCPAs, and you know accounting
consultants, you know in thenation, and what I'm finding is
that you know I am and I hopethis doesn't sound arrogant, but
I'm way further along than Ithought I was and being in
masterminds not only lets melearn from others, but also
(18:28):
gives me a little bit ofvalidation that, like you know,
what I'm doing is right, and soI love masterminds.
I'm quick to turn them off,though, if they don't work, and
the same goes for coaching.
I mean, look, there's a seasonfor coaching, um, and you know
I've outgrown many coaches andyou know they, they understand
(18:50):
it and they appreciate it.
So, uh, I'm curious to get yourtake, though, on masterminds
yeah for sure.
Speaker 2 (18:55):
Well, there, there again.
There's so much value there.
And I really like that lastpiece about outgrowing a coach
and the coaches who are coolwith that.
That's a real coach, the onelike that's the.
That's the objective you're, sothey're supposed to coach you
up, to essentially outgrow themand you move on to someone else.
There are coaches out there, Ithink selfishly, who want to
(19:17):
keep you under that ceiling andthat that's not the right
intention, right.
So that's cool that you havehad some coaches in the past who
are like hey, I've got you towhere you needed to get.
Now this is the next personthat you should go and speak to.
This is who you should workwith.
My take on masterminds I thinkit's, hands down, the best money
you can spend.
There's a lot of groups,there's a lot of masterminds out
(19:43):
there.
So, like anything, you have todo your research on who do you
want to be hanging out with,who's the leaders of that group?
But I think who you surroundyourself is who you become, and
a lot of people might think thatsounds a little and a lot of
people might think that sounds alittle, you know, maybe
spiritual or whatever it is, butit really is true, if I was
restarting, I would haveinvested in taking masterminds a
(20:06):
lot more serious a lot earlier,because some of the groups I've
been in in the past the one I'min now, I mean there's
marketing companies doing 15 mila year.
They have quarterly events.
You start hanging around peoplewho are making more than you in
a year.
Then they sorry, they make morein a month than you make in a
(20:30):
year.
It's naturally you're justgoing to grow.
So my take is a hundred percentinvest in them, because they're
you're going to get asignificantly larger ROI than
playing it safe in the SMP, andthat's fine.
But if you really going to geta significantly larger ROI than
playing it safe in the S&P andthat's fine.
But if you really want to seeyour money grow and your time,
and just you as a human, evolve,invest in masterminds.
Speaker 3 (20:47):
For sure 100%.
Speaker 2 (20:50):
I wanted to ask you something along that but I feel
like it's slipping my mind rightnow.
But, John, maybe tell mequickly about some of the most
recent wins that Attract hasbeen able to be a part of with
your clients.
Like, what's the things thatyou guys get super pumped up
about that you share with theteam and you're like man, what
we do is sick.
Speaker 3 (21:11):
Yeah.
So it kind of plays on what youhad just said about kind of
graduating coaches, right, andthose coaches, you know,
basically turning you over tosomeone you know who can service
them better.
For us that might mean, look,we got your company so big that
(21:33):
now you need to hire a full-timeCFO right, you can afford a
200K a year plus CFO, and that'sa win, you know, for us.
So we've had, you know, one ortwo of those, which is awesome
because you know we took themfrom making, you know, 150k a
year to then making 850 a yearand now they can afford that,
(21:54):
right, and luckily we're stillon board.
You know we just kind of reportto the CFO now instead of to
the owner, but they're able tobuild an asset more, you know,
around that CFO, you know.
I like when our clients exittheir companies.
You know we have one client who, or who just sold for the
(22:15):
valuation was 70 million, whojust sold for the valuation was
70 million.
Speaker 2 (22:18):
Is that good?
Speaker 3 (22:18):
And they sold a portion of it to private equity.
That was so cool for us becausetheir books were a mess when we
took them over and the privateequity guys were even like you
guys know what you're doing.
Well, yeah, we've gotexperience that spans public
accounting, private equity,publicly traded companies, Like
we know what we're doing.
Well, yeah, you know, we've gotexperience that spans public
accounting, private equity,publicly traded companies, like
(22:40):
we know what we're doing and sohelping them exit there.
I've got one roofing companythat just got an LOI for eight
and a half times EBITDA, whichis just crazy from a roofing
EBITDA multiple perspectiveright, and so those are all
really awesome things.
(23:00):
Another win that we've hadrecently, you know, because I
close most of the deals but ourreputation is such that you know
, someone comes in the door andsomeone on my team closes them,
and there's some clients now whoI don't even know.
And that's really the goal ofall of us as business owners,
(23:25):
right is for the business tooperate efficiently without us
being involved in every piece ofit, and so that's going great.
You know, we've developedrelationships with clients that
are very nurturing.
Like you know, we'll have a new,a new employee on our team and
I'll get with the client orsomeone on my team.
We'll get the client say, look,this guy's new.
(23:45):
You know we've prepped him forthis meeting but he's going to
lead the meeting.
So you know, take it easy onhim.
You know, understand what we'retrying to do, because at the
end of the day everybody wins.
The better our team is Right.
And so you know, we've justwe've continued to grow.
(24:06):
And you know, I don't know whenthis is going to be aired, but
I'll just go ahead and say it we, we had, we got voted the best
accounting firm in Baton Rouge,which is where we're at
Louisiana.
So, and we won first place.
And so you know we're a threeyear old firm.
We beat all of the big, thebiggest firms, you know, the
(24:28):
regional firms who have justsold out to private equity.
We beat them and it was reallycool for us to again get
validated through that that ourclients cared so much that they
would vote for us and continueto vote, and so we've had a lot
of wins and you know we justwant to keep it going.
Speaker 2 (24:49):
Congratulations on that award, because I just saw
you guys post online the otherday as well about your
three-year anniversary.
So is winning that award beingwhere you guys are at now?
Is this something you evercould have imagined three years
ago when you started?
Speaker 3 (25:07):
I knew it was going to be good.
I did not think that it wouldhappen this quickly.
But that's really just atestament to my team because,
like alone, I could have neverdone it this quickly.
But when you have, you know, 12to 15 people all pulling in the
same direction, you know alllive by our core values, you're
(25:31):
all willing to go the extra mile.
It's really amazing what a teamcan do, and we were very
intentional about who we hired.
You know what does theinterview process look like.
You know putting them reallythrough the ringer because we
have the ability to.
You know, pay them on top ofmarket.
(25:54):
But it's not all about the money, right, it's like, you know,
getting a team environment andme as a leader to.
You know not always wear myheart on my sleeve and to be
compassionate when I need to beand be empathetic and and but
but also be.
You know, someone with a clearvision, and you know when I can
(26:18):
sit in a meeting or an interviewwith a prospective employee and
hand over my 40-page businessplan that I hand wrote every
goal we've ever hit or everygoal we've ever set we've hit,
and so it builds this level oftrust with our team to know that
like, look, they can trust us.
And then they've shown us thatwe can trust them.
(26:38):
And so when you have a teamthat just trust each other and
is again willing to go the extramile, you know you can't coach
attitude and effort.
You can coach skills and teachskills, but I would rather hire
you know someone who has a lotof give a damn and less skills
(27:02):
because you can't teach, give adamn, right Like you can teach
skills.
And so for us having thatculture and that energy in our
company then rubs off to ourclients because they like the
high energy, they like the youknow ability to you know ask a
(27:27):
question and not feel stupidabout it, right Like we want our
customer, our team and ourclients all to be very
comfortable.
Speaker 2 (27:34):
So Great, I got two more questions for you, John.
What's next for?
For attract what's on thehorizon?
Speaker 3 (27:46):
Yeah, so our, our goals are, um, to double in the
next, uh, three years.
So we set that goal at the endof 2024.
So by the end of 2027, um, youknow, our, our PNL, is just
going to be where it's at now.
Times two.
Um, you know we are expandinginto different markets, uh,
(28:07):
which is really exciting.
Um, you know we're investing alot into marketing and you know,
getting the reach that'soutside of our region and you
know we want this to be a placethat people like to continue to
come to work and be happy and,you know, just give more
(28:28):
opportunity for our team to, youknow, increase their value at
work and make more money andjust basically be happier by
getting more time and spendingit with their family and the
people that they love.
So that's, I think, what's nextfor us, at least in the short
term.
Speaker 2 (28:47):
Awesome, Awesome.
And then last question for you,John what advice would you give
to other entrepreneurs outthere?
Speaker 3 (28:58):
Man, I'd give a lot of advice.
I think the main piece ofadvice is you have to first
believe in yourself beforeanybody else will believe in you
.
And the way that you believe inyourself is you make small
promises to yourself and thenyou fulfill them.
(29:19):
So I promise myself I'm gonnawake up early tomorrow, and then
you do it.
And then you promise yourselfthat you're gonna, you know,
step on the treadmill for 30minutes, and you do it.
And then you promise yourselfthat you're gonna eat healthy,
and you do it.
And then you make promises toyour wife and to your kids, and
you do it.
And then you promise yourselfthat you're going to be eat
healthy, and you do it, and thenyou make promises to your wife
and to your kids that you do it.
That builds confidence inknowing that you will do
whatever you say you're going todo.
(29:40):
And then, with that confidence,comes then mentors, and then
they start telling you whatyou're capable of doing, and
then you start believing it andthen you start looking at
content that gives you thatenergy, like one of my favorite
things that I'm tellingeverybody about right now is the
pep talk app right, and it'sjust this collection of
(30:02):
everything motivational.
And so I don't listen to music,I don't really listen to that
much podcasts anymore.
I just listen to the pep talkapp when I'm brushing my teeth,
when I'm getting ready for work,like that's what I'm feeding
into my head.
And so the first thing that youhave to do is convince yourself
that it's possible.
And it could be podcasts, itcould be books, you know, I mean
(30:24):
, I'm a big fan of oh God, Ican't even think of the guy's
name.
It's the guy who wrote Thinkand Grow Rich, napoleon Hill,
and then he also wroteOutwitting the Devil.
And you know, just content,just pouring into your brain of
positivity and what's possible.
And then all through that,though, you have to stay humble
(30:46):
you have to know that you don'tknow everything.
It's OK to make a mistake, it'sOK to ask a stupid question,
but the first thing you have todo is work on yourself and your
mindset.
Speaker 2 (30:57):
That's an awesome way to cap off the episode.
I love that.
Speaker 1 (31:01):
And.
Speaker 2 (31:01):
I'm definitely going to download that app as soon as
we get off here.
That's really cool, john, thankyou so much for coming on.
This is an amazing, amazingjourney.
You're on amazing story.
I'm so excited to see wheretrack goes in the next couple of
years and in, like, the shortterm and the long term goals and
the new awards you guys aregoing to rack up.
So again, thank you so much forcoming on and sharing your time
(31:23):
with us today.
Speaker 3 (31:24):
Awesome.
Thank you, James.
Speaker 2 (31:25):
Talk soon.
Thanks for tuning into thisepisode of CFO Chronicles the
secrets behind success.
I hope you found value intoday's conversation.
As we wrap up, I'd love for youto do two things.
First, make sure to subscribeto this podcast so you don't
miss any future episodes.
If you enjoyed today'sdiscussion, please rate and
review the show.
It helps others discover theinsights we share here.
(31:46):
Second, if you're ready to takeyour business to the next level
and attract the high-endclients you deserve, head over
to accountingleads nowcom orclick the link in the show notes
to book your strategy.
Call.
It's time to position yourselfas the advisor your clients need
.
And don't forget you canconnect with me on LinkedIn to
stay up to date on what'shappening in the world of
accounting and financial growth.
(32:07):
We've got exciting topicscoming up, so stay tuned for the
next episode of CFO Chronicles.
Until then, keep pushingforward.
Your growth is just onestrategic move away.
Speaker 1 (32:18):
Thanks for listening to CFO Chronicles the secrets
behind success.
We hope today's episodeprovided valuable strategies to
help you attract more highpaying clients.
Be sure to subscribe, followand share with fellow
professionals.
Connect with us on LinkedIn andleave a review or comment to
join the conversation.
Your feedback helps us bringyou the best insights in finance
(32:42):
and marketing.
Until next time, keep strivingfor success and unlocking your
business's potential.
Welcome to CFO Chronicles the secrets behind
success, the go-to podcast forfractional CFOs and accounting
firm owners who want to attractmore high-paying clients and
increase their revenue.
Hosted by James Donovan fromNine Two Media, this podcast
dives into marketing strategiesspecifically designed for lead
(00:22):
generation and clientacquisition.
In each episode, you'll hearfrom industry leaders sharing
their success stories, and Todaywe're joined by John Roberts Jr
from Attract Accounting Superexcited to have you on the show,
(00:50):
John.
Speaker 2 (00:51):
We've been working together for a little bit now,
but you have a really cool story, a very successful company
you've built in just a coupleyears.
So I'm really excited to divein, to hear a little bit more
about Attract, where the ideacame from and how business has
been the last couple of years.
John, welcome to the show.
Speaker 3 (01:08):
Awesome James, Thanks for having me Super excited.
Speaker 2 (01:11):
Awesome, awesome.
So, john, I was just askingbefore the show started here
background John Roberts Jr.
Similar to Ken Griffey Jr asfar as the name goes.
Give me a background on, maybe,the family lineage and where
the junior came from.
Obviously from your dad.
But, like, maybe tell me alittle bit about your family
(01:32):
background and where the namecame from.
Speaker 3 (01:35):
Yeah, so you know John Roberts is a pretty common
name.
I like to joke with a lot ofpeople and tell them that my
grandfather is the Chief Justiceof the Supreme Court of the
United States because his nameis also John Roberts.
But my family is not thatconnected politically.
You know my one of the reasonsI started this firm is really I
(01:59):
saw the issues that my dad hadwith his accountant.
You know he owns a millworkdistribution company, so he's
basically the middleman betweenthe folks who put windows and
doors together and then thebuilders who install it.
And you know before that youknow his father was a carpenter,
and so we have a really richhistory in construction, also in
(02:25):
entrepreneurship.
And you know, when Attract cameto be, that was kind of the
ideal client, the business ownerwho really had no idea how they
were doing.
They didn't know how to measurethemselves other than the cash
that was in their bank account,and then at the end of the year
(02:49):
they just get completelysurprised by a big tax bill.
And so all of that in mind iswhat we did, or who we
considered, when we builtAttract.
Speaker 2 (03:00):
That's cool.
That's cool, and I want to heara little bit about how Attract
came to be.
Is owning an accounting firmsomething you wanted to do from
childhood, or how did you get towhere you are now?
Speaker 3 (03:31):
I wanted the lifestyle.
I wanted the ability to thinkon your feet and to add value to
people, to build trust and andjust develop those type of
relationships.
And you know, midway through mycollege career you know I was a
political science major I gotsome really good advice to
switch to accounting because,you know, accounting was the
language of business andbusiness was the best safety net
, right If something went wrongwith law school.
You know, at that point I hadseen folks go through undergrad
(03:55):
and make it to law school andfind out either A it wasn't for
them or you know B when they didgraduate they were kind of
stuck at like private injuryfirm or you know personal injury
firm, and you know, kind ofstuck there and I'm like man,
I've got to be more well-rounded.
So I switched to accounting thelast two years of my collegiate
(04:16):
career.
I was a college football playeras well.
So I was on the five-year plan.
I got redshirted my first yearand then, you know, took
basically five years to graduateand I got redshirted my first
year and then took basicallyfive years to graduate and I got
my 150 credit hours.
Well, I was actually supposedto sit for the LSAT, the law
school test.
About three days after I blewout my knee like this terrible
(04:38):
football injury.
That really just kind ofchanged the trajectory of my
life and so I stuck withaccounting.
I almost dropped out of schooljust to rehab because it was
just an injury that took foursurgeries to fix.
But I stuck with accounting andthe public accounting firms came
calling and they basicallyoffered me a job on the spot and
(05:01):
I had really nothing else linedup.
So I said, sure, I'll take it.
And then they said, john, weexpect you to get your CPA
license.
And so I did and, you know,kind of worked my way up through
public accounting and when Iwas there I loved the exposure
to, you know, the veryconsultative type of
(05:21):
relationship with our clientsand being able to add value.
And I was actually on thepartner track at that firm.
But there was just some thingsculture wise.
You know, I wanted to be ableto pick who I worked with and
who my clients were.
And when you join a big firmyou know you don't really get to
pick, you just kind of fill ina role.
And so you know I knew thatentrepreneur or entrepreneurship
(05:45):
was something I wanted to gofor.
I just didn't really know theavenue.
But later on, you know, in thatpublic accounting career, I
started to think like man, Icould maybe do this on my own
one day.
But it's been four years sinceI've done a bank reconciliation,
like I was very good at auditin the sense of, you know,
theory and what to look out forand testing different types of
(06:06):
things, but the day to day ofrunning a business from an
accounting department'sperspective, you know I had no
experience doing so.
I moved over to corporateaccounting to a private equity
backed manufacturing firm.
I worked there for, you know,three years and you know,
towards the end of that thatthat part of my life is when
COVID hit.
(06:26):
And so COVID really allowed methe opportunity to kind of
reassess like where my life wasgoing.
You know, did I feel like I wasusing my skills to the best of
my ability when I selling myselftoo short in certain areas?
And you know I basically mappedout this plan to start.
What became Attract?
And so you know, fast forward tothe end of 2021, you know, just
(06:50):
picking up a few clients hereand there, just friends who were
business owners and then I gotthe opportunity to buy a small
bookkeeping and tax firm andbasically said, ok, here's my
chance.
So I bought the firm.
You know it was an ownerfinance arrangement.
So I did have a soft landingand you know I had two kids at
the time and I'm like this iswhere we're going.
(07:11):
So you know, fast forwardanother four or five months.
My old boss from corporateAmerica decided to join me as my
partner, which is Armin Michaud, and it's just been up and to
the right ever since.
Speaker 2 (07:25):
That's so cool.
That's great.
Where did the name Attract comefrom?
Great?
Speaker 3 (07:31):
question.
So I always wanted a name thatwould outlive me.
You know I didn't want it to beRoberts, you know, cpa firm, or
Roberts andisha's CPA firms,and so I always liked the
branding aspect of business aswell, and you know I used to
(07:53):
joke that I wanted a name thatwas just one word that everybody
knew, like Beyonce, you know,and so I thought like, hey, what
is the?
what is a word that meanssomething to me, um, that you
know would resonate with, withmy, with my team and with with
(08:14):
my clients.
And so, uh, I was reading thisbook called the secret by Rhonda
Byrne, and, uh, the secret isbasically the law of attraction
that, you know, what you put outinto the universe, you'll also
attract back, and, and so what Ialso loved about the word
attract in my mind was that if Iadded one C to the last four
(08:37):
letters, that is theabbreviation for accounting, and
so it was born, it was thenattract, and you know, the
hardest part for me at thispoint is reminding clients to
put that extra C in there.
And so, anytime you know I'mgiving to exude the, the thought
and the energy that you know,we have a, a very specific goal,
(09:12):
and that's to help people, andthe way you you help people is
is by putting yourself out there, and then you know being
attractive.
And so, uh, that's whereattract came from that's so
great.
Speaker 2 (09:24):
It's interesting you talk about the two C's in the
name, because for us I wouldprobably choose a new company
name or a new domain if I wouldhave known how many people would
spell it wrong.
Every time I go to give myemail address it's like no, it's
not the letters, it's spelledout N-I-N-E, but people are
still putting the numbers in.
(09:45):
It's like should have picked aneasier email address.
I would love to hear about,like, where all of the success
came from for you, but maybewhat was hard at the start,
because you guys are a reallynew firm but you're crushing it.
But I can't imagine.
(10:05):
It's always just been like hey,I got into business and boom,
we're making a ton of money andprofit margins are awesome.
Why didn't I do this earlier?
What was some of the stuff inthe earlier days, or maybe some
stuff you're going through nowas you grow that you're like man
, this business thing is hard.
Speaker 3 (10:21):
Yeah, great question.
I mean, look for us.
(10:44):
I had never even worked in anaccounting consulting firm.
You know, now you look at it itwas like the best time to get
in.
Everybody got in because moneywas cheap and those types of
things.
But I had built up a prettysizable real estate portfolio
and kind of proven to myselfthat like there's a winning
formula to scaling a business.
Number one is you really haveto educate yourself.
(11:05):
You have to be humble to knowthat you don't know everything.
You can't be afraid to make amistake, you have to have proper
reserves, you have to havesafety nets and you have to have
mentors and people to ask.
And so there was this guy namedTyler Rogers who I still
mastermind with every month, andhe had started this accounting
(11:26):
consulting firm about a year anda half before Attract started.
And so I became like evencloser friends with him and you
know kind of learn the ins andouts like what does the proposal
look like?
You know what softwares do yourun, and he was really
beneficial and helpful for me inthat front.
And then when we bought theexisting firm you know the
(11:51):
existing tax and bookkeepingfirm you know they had their own
processes.
A lot of them pretty much 95%of them sucked, so I knew what
not to do.
But it was just a huge, a hugegame of trial and error and of
stress and anxiety and, you know, worrying, like did I bite off
(12:11):
more than I could chew and am Ireally fit for this?
And you know, along the way Icontinue to make more friends in
the industry and you know, Ilooked at our lack of maturity
not as a disadvantage but as anadvantage, because I could start
(12:31):
from scratch.
And you know, luckily, mypartner Armand at the time, you
know, as he left corporateAmerica, he kept the
relationships with the companiesthat he had worked for and so
he started consulting back withthem and so he was really cash
flowing the business for likethe first six or eight months,
(12:53):
while I was building everythingyou know, I was implementing
ignition and carbon and keeperand marketing and the website
and doing our hires and buildingout our SOPs and making loom
videos, because I knew that whatI needed to build needed to be
(13:14):
an asset.
And I was like thinking ahead,like visualizing myself in five
years, like wouldn't it be niceto have a training library,
which we have, you know,wouldn't it be nice to have
financial reportinginfrastructure in place, which
is, you know, we use reachreporting, and so you know that
(13:34):
allowed me to start surroundingmyself with some really key
players, and you know JacobFaust and Kimber Gill are both
on our team and they've beenjust so instrumental of, you
know, basically augmenting whatwe were already doing and just
scaling it, you know, to newheights.
And so you know it's still agrind.
(13:55):
You know we still make mistakesand some of them are costly,
but you know I'd rather hit theguardrail, going around the
curve every now and then and gofast, than just putt-putt around
and, you know, never reallymake any progress.
You know we've grown we 5x'd inthree years, so I think it's
(14:20):
like 160% annual growth overthree years, I think.
And you know that doesn'thappen without, you know, a
vision.
You know we implemented EOSreally early on and you know we
self-implemented it in thebeginning and we're very clear
about our goals, and so thatevery time we were presented
(14:41):
with a business decision, thequestion was does it get us
closer to our goal or not?
And if it gets us closer to ourgoal, then we have to do it.
And so you know, my partner,armin and I are both really
lucky that we were.
We're both well connected inthe community.
You know, we both have, I think, pretty good reputations and
(15:02):
and so people just startedcoming out the woodwork like,
hey, my brother owns a companythat does this, you know, and
you know our CPA is retiring, socan you guys take over the work
?
And then, you know, we do thework and we market it.
And then the next thing, youknow, you know, we've, we've 5x
in three years.
So, um, it's definitely been agrind for sure there's so much
(15:25):
insight there.
Speaker 2 (15:27):
What I love is the way you're speaking about the
business, knowing it's it's anasset and it's not a job and I
think a lot of firm owners inprobably more so just getting
started.
But I think some people fallinto that trap where it's like,
oh, I just have a job and thisis just what pays the bills,
versus well, this is a businessand it's an investment and it's
it's an asset that I can get outof and it's going to run on its
(15:49):
own.
So I love that you were forwardthinking to build everything on
the front end while you weredoing it, and now you, you have
resources.
You don't have to keep goingback to the well and training on
the same thing over and overand over again.
That's really cool.
The other thing I wanted to askyou about because I was asked
this on a podcast earlier todayyou touched on being in a
mastermind early out in yourjourney.
(16:11):
What's your take on joiningmasterminds, and I'll leave it
at that.
What's your take on joiningmasterminds and I'll leave it at
that.
What's your take?
Speaker 3 (16:20):
on joining masterminds?
I don't want to answer thequestion for you.
Yeah, so I, from the verybeginning, invested in coaching,
you know, and a lot of thosewere masterminds.
I mean, the first one I everdid was this guy named Bryce
Tubbs who reached out to me overLinkedIn and you know, when he
told me that you know it wasfive grand for this course, I
(16:40):
was like Are you kidding me?
Like I cannot afford that.
And then the next thing, youknow, you know we're billing
25,000 a month and you know itpaid for itself Now and I got a
lot out of that right.
Like I had connections toworkers in India and you know
(17:01):
people who were really good at,you know, out me kind of
subcontracting some stuff to inthe beginning and I wouldn't
have that.
You know, what I did was Ibought time.
Like I paid money to save time,so I bought time.
I paid money to save time, so Ibought time For me.
(17:22):
It's been one of the bestdecisions that I've made to
invest in masterminds AfterBryce Tubbs.
Then I went to well, I kind ofself-educated myself, from Rob
Nixon's group In fact.
I mean I've got the book righthere and I mean, rob, if you're
watching, everything'shighlighted and I've got notes
(17:44):
in there, and so I took thiscourse.
And then I took the Summit CPAcourse, which was like the best
5K that I've ever spent.
And then I invested in JackieMeyer's Tax Plan IQ mastermind,
and now I'm in a mastermind withBrandon Hall and you know 30 or
(18:04):
so of like the leading, likeCPAs, and you know accounting
consultants, you know in thenation, and what I'm finding is
that you know I am and I hopethis doesn't sound arrogant, but
I'm way further along than Ithought I was and being in
masterminds not only lets melearn from others, but also
(18:28):
gives me a little bit ofvalidation that, like you know,
what I'm doing is right, and soI love masterminds.
I'm quick to turn them off,though, if they don't work, and
the same goes for coaching.
I mean, look, there's a seasonfor coaching, um, and you know
I've outgrown many coaches andyou know they, they understand
(18:50):
it and they appreciate it.
So, uh, I'm curious to get yourtake, though, on masterminds
yeah for sure.
Speaker 2 (18:55):
Well, there, there again.
There's so much value there.
And I really like that lastpiece about outgrowing a coach
and the coaches who are coolwith that.
That's a real coach, the onelike that's the.
That's the objective you're, sothey're supposed to coach you
up, to essentially outgrow themand you move on to someone else.
There are coaches out there, Ithink selfishly, who want to
(19:17):
keep you under that ceiling andthat that's not the right
intention, right.
So that's cool that you havehad some coaches in the past who
are like hey, I've got you towhere you needed to get.
Now this is the next personthat you should go and speak to.
This is who you should workwith.
My take on masterminds I thinkit's, hands down, the best money
you can spend.
There's a lot of groups,there's a lot of masterminds out
(19:43):
there.
So, like anything, you have todo your research on who do you
want to be hanging out with,who's the leaders of that group?
But I think who you surroundyourself is who you become, and
a lot of people might think thatsounds a little and a lot of
people might think that sounds alittle, you know, maybe
spiritual or whatever it is, butit really is true, if I was
restarting, I would haveinvested in taking masterminds a
(20:06):
lot more serious a lot earlier,because some of the groups I've
been in in the past the one I'min now, I mean there's
marketing companies doing 15 mila year.
They have quarterly events.
You start hanging around peoplewho are making more than you in
a year.
Then they sorry, they make morein a month than you make in a
(20:30):
year.
It's naturally you're justgoing to grow.
So my take is a hundred percentinvest in them, because they're
you're going to get asignificantly larger ROI than
playing it safe in the SMP, andthat's fine.
But if you really going to geta significantly larger ROI than
playing it safe in the S&P andthat's fine.
But if you really want to seeyour money grow and your time,
and just you as a human, evolve,invest in masterminds.
Speaker 3 (20:47):
For sure 100%.
Speaker 2 (20:50):
I wanted to ask you something along that but I feel
like it's slipping my mind rightnow.
But, John, maybe tell mequickly about some of the most
recent wins that Attract hasbeen able to be a part of with
your clients.
Like, what's the things thatyou guys get super pumped up
about that you share with theteam and you're like man, what
we do is sick.
Speaker 3 (21:11):
Yeah.
So it kind of plays on what youhad just said about kind of
graduating coaches, right, andthose coaches, you know,
basically turning you over tosomeone you know who can service
them better.
For us that might mean, look,we got your company so big that
(21:33):
now you need to hire a full-timeCFO right, you can afford a
200K a year plus CFO, and that'sa win, you know, for us.
So we've had, you know, one ortwo of those, which is awesome
because you know we took themfrom making, you know, 150k a
year to then making 850 a yearand now they can afford that,
(21:54):
right, and luckily we're stillon board.
You know we just kind of reportto the CFO now instead of to
the owner, but they're able tobuild an asset more, you know,
around that CFO, you know.
I like when our clients exittheir companies.
You know we have one client who, or who just sold for the
(22:15):
valuation was 70 million, whojust sold for the valuation was
70 million.
Speaker 2 (22:18):
Is that good?
Speaker 3 (22:18):
And they sold a portion of it to private equity.
That was so cool for us becausetheir books were a mess when we
took them over and the privateequity guys were even like you
guys know what you're doing.
Well, yeah, we've gotexperience that spans public
accounting, private equity,publicly traded companies, Like
we know what we're doing.
Well, yeah, you know, we've gotexperience that spans public
accounting, private equity,publicly traded companies, like
(22:40):
we know what we're doing and sohelping them exit there.
I've got one roofing companythat just got an LOI for eight
and a half times EBITDA, whichis just crazy from a roofing
EBITDA multiple perspectiveright, and so those are all
really awesome things.
(23:00):
Another win that we've hadrecently, you know, because I
close most of the deals but ourreputation is such that you know
, someone comes in the door andsomeone on my team closes them,
and there's some clients now whoI don't even know.
And that's really the goal ofall of us as business owners,
(23:25):
right is for the business tooperate efficiently without us
being involved in every piece ofit, and so that's going great.
You know, we've developedrelationships with clients that
are very nurturing.
Like you know, we'll have a new,a new employee on our team and
I'll get with the client orsomeone on my team.
We'll get the client say, look,this guy's new.
(23:45):
You know we've prepped him forthis meeting but he's going to
lead the meeting.
So you know, take it easy onhim.
You know, understand what we'retrying to do, because at the
end of the day everybody wins.
The better our team is Right.
And so you know, we've justwe've continued to grow.
(24:06):
And you know, I don't know whenthis is going to be aired, but
I'll just go ahead and say it we, we had, we got voted the best
accounting firm in Baton Rouge,which is where we're at
Louisiana.
So, and we won first place.
And so you know we're a threeyear old firm.
We beat all of the big, thebiggest firms, you know, the
(24:28):
regional firms who have justsold out to private equity.
We beat them and it was reallycool for us to again get
validated through that that ourclients cared so much that they
would vote for us and continueto vote, and so we've had a lot
of wins and you know we justwant to keep it going.
Speaker 2 (24:49):
Congratulations on that award, because I just saw
you guys post online the otherday as well about your
three-year anniversary.
So is winning that award beingwhere you guys are at now?
Is this something you evercould have imagined three years
ago when you started?
Speaker 3 (25:07):
I knew it was going to be good.
I did not think that it wouldhappen this quickly.
But that's really just atestament to my team because,
like alone, I could have neverdone it this quickly.
But when you have, you know, 12to 15 people all pulling in the
same direction, you know alllive by our core values, you're
(25:31):
all willing to go the extra mile.
It's really amazing what a teamcan do, and we were very
intentional about who we hired.
You know what does theinterview process look like.
You know putting them reallythrough the ringer because we
have the ability to.
You know, pay them on top ofmarket.
(25:54):
But it's not all about the money, right, it's like, you know,
getting a team environment andme as a leader to.
You know not always wear myheart on my sleeve and to be
compassionate when I need to beand be empathetic and and but
but also be.
You know, someone with a clearvision, and you know when I can
(26:18):
sit in a meeting or an interviewwith a prospective employee and
hand over my 40-page businessplan that I hand wrote every
goal we've ever hit or everygoal we've ever set we've hit,
and so it builds this level oftrust with our team to know that
like, look, they can trust us.
And then they've shown us thatwe can trust them.
(26:38):
And so when you have a teamthat just trust each other and
is again willing to go the extramile, you know you can't coach
attitude and effort.
You can coach skills and teachskills, but I would rather hire
you know someone who has a lotof give a damn and less skills
(27:02):
because you can't teach, give adamn, right Like you can teach
skills.
And so for us having thatculture and that energy in our
company then rubs off to ourclients because they like the
high energy, they like the youknow ability to you know ask a
(27:27):
question and not feel stupidabout it, right Like we want our
customer, our team and ourclients all to be very
comfortable.
Speaker 2 (27:34):
So Great, I got two more questions for you, John.
What's next for?
For attract what's on thehorizon?
Speaker 3 (27:46):
Yeah, so our, our goals are, um, to double in the
next, uh, three years.
So we set that goal at the endof 2024.
So by the end of 2027, um, youknow, our, our PNL, is just
going to be where it's at now.
Times two.
Um, you know we are expandinginto different markets, uh,
(28:07):
which is really exciting.
Um, you know we're investing alot into marketing and you know,
getting the reach that'soutside of our region and you
know we want this to be a placethat people like to continue to
come to work and be happy and,you know, just give more
(28:28):
opportunity for our team to, youknow, increase their value at
work and make more money andjust basically be happier by
getting more time and spendingit with their family and the
people that they love.
So that's, I think, what's nextfor us, at least in the short
term.
Speaker 2 (28:47):
Awesome, Awesome.
And then last question for you,John what advice would you give
to other entrepreneurs outthere?
Speaker 3 (28:58):
Man, I'd give a lot of advice.
I think the main piece ofadvice is you have to first
believe in yourself beforeanybody else will believe in you
.
And the way that you believe inyourself is you make small
promises to yourself and thenyou fulfill them.
(29:19):
So I promise myself I'm gonnawake up early tomorrow, and then
you do it.
And then you promise yourselfthat you're gonna, you know,
step on the treadmill for 30minutes, and you do it.
And then you promise yourselfthat you're gonna eat healthy,
and you do it.
And then you make promises toyour wife and to your kids, and
you do it.
And then you promise yourselfthat you're going to be eat
healthy, and you do it, and thenyou make promises to your wife
and to your kids that you do it.
That builds confidence inknowing that you will do
whatever you say you're going todo.
(29:40):
And then, with that confidence,comes then mentors, and then
they start telling you whatyou're capable of doing, and
then you start believing it andthen you start looking at
content that gives you thatenergy, like one of my favorite
things that I'm tellingeverybody about right now is the
pep talk app right, and it'sjust this collection of
(30:02):
everything motivational.
And so I don't listen to music,I don't really listen to that
much podcasts anymore.
I just listen to the pep talkapp when I'm brushing my teeth,
when I'm getting ready for work,like that's what I'm feeding
into my head.
And so the first thing that youhave to do is convince yourself
that it's possible.
And it could be podcasts, itcould be books, you know, I mean
(30:24):
, I'm a big fan of oh God, Ican't even think of the guy's
name.
It's the guy who wrote Thinkand Grow Rich, napoleon Hill,
and then he also wroteOutwitting the Devil.
And you know, just content,just pouring into your brain of
positivity and what's possible.
And then all through that,though, you have to stay humble
(30:46):
you have to know that you don'tknow everything.
It's OK to make a mistake, it'sOK to ask a stupid question,
but the first thing you have todo is work on yourself and your
mindset.
Speaker 2 (30:57):
That's an awesome way to cap off the episode.
I love that.
Speaker 1 (31:01):
And.
Speaker 2 (31:01):
I'm definitely going to download that app as soon as
we get off here.
That's really cool, john, thankyou so much for coming on.
This is an amazing, amazingjourney.
You're on amazing story.
I'm so excited to see wheretrack goes in the next couple of
years and in, like, the shortterm and the long term goals and
the new awards you guys aregoing to rack up.
So again, thank you so much forcoming on and sharing your time
(31:23):
with us today.
Speaker 3 (31:24):
Awesome.
Thank you, James.
Speaker 2 (31:25):
Talk soon.
Thanks for tuning into thisepisode of CFO Chronicles the
secrets behind success.
I hope you found value intoday's conversation.
As we wrap up, I'd love for youto do two things.
First, make sure to subscribeto this podcast so you don't
miss any future episodes.
If you enjoyed today'sdiscussion, please rate and
review the show.
It helps others discover theinsights we share here.
(31:46):
Second, if you're ready to takeyour business to the next level
and attract the high-endclients you deserve, head over
to accountingleads nowcom orclick the link in the show notes
to book your strategy.
Call.
It's time to position yourselfas the advisor your clients need
.
And don't forget you canconnect with me on LinkedIn to
stay up to date on what'shappening in the world of
accounting and financial growth.
(32:07):
We've got exciting topicscoming up, so stay tuned for the
next episode of CFO Chronicles.
Until then, keep pushingforward.
Your growth is just onestrategic move away.
Speaker 1 (32:18):
Thanks for listening to CFO Chronicles the secrets
behind success.
We hope today's episodeprovided valuable strategies to
help you attract more highpaying clients.
Be sure to subscribe, followand share with fellow
professionals.
Connect with us on LinkedIn andleave a review or comment to
join the conversation.
Your feedback helps us bringyou the best insights in finance
(32:42):
and marketing.
Until next time, keep strivingfor success and unlocking your
business's potential.
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