May 22, 2025 • 28 mins
7 clients. 30 posts. One phone.
Jeremy Davila didn’t wait to “feel ready” - he built a client pipeline with raw, consistent content.
In this episode, we break down:
- The exact content that brought in new clients
- Why 3 videos outperformed 10 cold emails
- The $10K mistake most firms make on Instagram
- How to use social without being “salesy”
- The easiest way to create 30 days of content in 1 hour
If you’re not creating content, this episode might change your mind and your pipeline.
👉 Press play and steal the playbook.
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Transcript
Episode Transcript
Available transcripts are automatically generated. Complete accuracy is not guaranteed.
Speaker 1 (00:00):
This morning we are joined by Jeremy Davila from
Clivent.
I'm so excited for this episode.
Jeremy brings a ton of insighton how to put yourself out there
on social media, what it meansto create organic content and
why it is so important, whatsort of content you should be
making as a professional in theaccounting world.
And then, most importantly, tomake a decision by not making a
(00:23):
decision is a decision withinitself and why indecision is
holding you back.
Cannot wait for you to diveinto this episode.
Let us know your thoughts.
Enjoy.
Welcome back to another episodeof CFO Chronicles.
Today we are joined by JeremyDavila from Clivent.
Jeremy, I'm so excited to haveyou on the show.
But before we dive in, I dowant to say a special shout out
(00:46):
to our sponsors, universalAccounting.
Thank you so much foreverything you guys do, for
sponsoring the show, for hostingan amazing event last week at
GrowCon.
For any accounting professionalwho's looking to grow their
firm, please make sure you checkout Universal Accounting.
Thanks so much, jeremy.
Welcome to the show.
Super pumped to have you here.
Speaker 2 (01:04):
Thanks, thanks for having me.
You're at GrowCon.
That's exciting.
Get a lot of information there.
Speaker 1 (01:09):
Yeah, it was really good.
Spent a week in Utah First weekout there or first time being
out there Got my cat here justtrying to jump into the screen
for those who aren't watchingthe video.
Yeah, really really great week.
Got to meet a lot of reallycool professionals, some pretty
big names in the space, sodefinitely looking forward to
going back next year.
Speaker 2 (01:30):
Nice, nice.
Yeah, excited to hear aboutthat, excited to hear about your
journey and how that's going tohelp me as a business owner.
Speaker 1 (01:36):
Yeah, absolutely.
Well, let's dive into yours.
I know that you're originallyfrom Texas.
You have a new business now inFlorida.
That you're originally fromTexas, you have a new business
now in Florida.
Tell us a little bit about whatyou're doing at Clivent, the
problems you're solving and whoyou're solving them for.
Speaker 2 (01:52):
Yeah, so we try to work with service-based
companies, between one to 5million, really focusing on
those CFO advisory services.
So the best way to do that iswe work with their bookkeeping,
understand their bookkeeping,understand their numbers.
So that way it helps us plan,try to keep that vertically
integrated.
And then from there it's likewhat are their goals?
What do they want to do?
What do they want to accomplish?
Is it trying to save on taxes?
(02:13):
Is it trying to save for theirkids?
Are they trying to retire, orare they trying to grow and
scale?
That's kind of our bread andbutter is try to grow, to scale
your business.
Okay, how are we going to dothat?
And we sit with them, sit withthe business owner, to
understand how do we get there?
And then, do we need to cleanup the books?
Do we have a fresh set of booksthat we can layer in our
financials and our understandingand our knowledge, or do we
(02:35):
have to take a step back, getthem to a certain spot and then
move forward?
So then we're talking aboutKPIs, cashflow forecasting,
budgeting.
Speaker 1 (02:45):
So then we're talking about KPIs, cash flow
forecasting, budgeting andforecasting those types of
things.
Yeah, cool.
What made you want to get intothis space, Jeremy, I'm guessing
I mean, I could be going off ona limb here but is this
something that you always wantedto do as a kid, growing up,
like get into the numbers of abusiness or did this kind of
start to take over as you got alittle bit older and maybe
you're thinking about all right,what do I really want to do now
(03:06):
that I'm going to school?
Speaker 2 (03:08):
Yeah.
So I mean, man taking it allthe way back there, I would
always have a passion for whatis a business at, how does it
run, and accounting really tellsthe story and if you can
understand that, you canunderstand what's going on with
the business.
So can you take?
The whole idea is, can you takea piece of paper and look at it
and see a lot of the storythat's going on there?
(03:32):
And that's what I thinkaccounting does for you and
that's kind of exciting.
So now you can just you cancompare those apples to apples.
And that's what you do with a,you know, publicly traded stock,
a stock company, and so you'retrying to compare those across
the board.
But it all starts with what'sthe story of the business and
all stems from accounting.
So, yeah, I went to school, gotmy master's my business
(03:53):
administration finance, pairedthat up, went back and got my
master's in accounting, and thenI went on to KPMG.
I was like, well, let me gofigure out where the best place
to learn all this stuff is.
So you know, figured, that wasthe place to go.
So it's a KPMG and then starteddoing consulting on the side
not consulting on the side, butconsulting as a business, a
fortune 100 companies, fortune500 companies, and then recently
(04:16):
cause I just started my mybusiness.
It was what are these people,these service-based business
companies, doing that the bigboys are doing?
They don't have a back office,they don't have a full
accounting department, theydon't have a full finance
function that can help them.
And so that's what I'm tryingto bring is I see that kind of
gap in the market and so takingthe things that I've learned at
(04:37):
the Fortune 100, fortune 500companies and bring that down to
a smaller or middle-sizedbusiness and help them out.
Speaker 1 (04:45):
Yeah, that's great you mentioned you're a little
bit newer into business.
We've had the opportunity towork together for a little bit,
but tell me what's been some ofthe most exciting moments of
being an entrepreneur or goingout on your own in the last
handful of months.
Speaker 2 (05:03):
It's the satisfaction last handful of months.
It's the satisfaction it'sreally cool to see to help them
out to.
Oh, they didn't know they werelosing $10,000 of revenue
because they weren't sending outthe bills, the invoices and so
being able to track what wasgoing on.
And $10,000, that's a lot ofmoney.
That's a lot of money for anybusiness right, it's a $20
(05:23):
million company.
But the appreciation that youhave.
I used to be an auditor and tobe on the other side.
Everyone hates the auditor and Ihated it too, but you get to
learn a lot of stuff by doingthat, so thankful for that.
But anyways, yeah, just beingon the other side of actually
(05:45):
helping someone get through that.
Or, if I do a due diligencetype project, someone's going to
buy this business that they'reon an E2 visa or they're trying
to support their family andthey're trying to come to the US
and make a living for them andI'm kind of that gut check to
see, hey, is this a businessthat I should buy or not?
And they have no idea.
They just know they need tomake $100,000 and it needs to
(06:05):
feed their family and that's whythey need to be here and
they're putting down a lot oftheir life savings for it, and
so to have that trust and tohave just to be a part of that
journey for them, that's reallycool and I like I put a lot of
pride and just value in beingout, being people to be able to
accomplish their goals.
Speaker 1 (06:26):
That's so good you are really active on Instagram
and social media for promotingyour brand, promoting your
business.
What?
What would you say to those whomaybe aren't as comfortable
about getting in front of thecamera or putting themselves out
there, and why it's sobeneficial to do that for for
(06:46):
growing your brand, or maybe ormaybe for those who aren't as
comfortable doing it, what wouldbe your advice to kind of break
through that barrier?
And I mean, ultimately, just doit like, get out there.
You're trying to run a business, put yourself out there in
public.
Speaker 2 (07:02):
Man, don't do it.
Don't do it so I can take over.
I mean, there's a space foreveryone.
But it is tough and you have tohave the thick skin.
And I'm not saying it's easy,but how else are you going to
grow your business?
It's 2025.
(07:22):
Y'all like, social media is theway to go.
The Gary Vaynerchuk like followhis stuff for five minutes.
You figure out, like what thefuture?
But how else are you going togrow your business?
It's 2025, y'all.
Social media is the way to go.
The Gary Vaynerchuk, follow hisstuff for five minutes.
You figure out what the futureis going to look like and you
just have to get with the times.
Ai.
You have to get with the times.
You have to know what's goingon.
If you're not doing that,you're falling behind.
And it's organic, it's free too.
You sucking it up and doing it,and maybe I have a little bit
(07:44):
more of a penchant for it.
It was a little bit easier andI hopped on it and I'm a little
bit more of a creative person.
That's a great outlet for me.
Again, back to being anentrepreneur.
Why I like being anentrepreneur is that I can do
what I want to do and being onsocial media for that reason
isn't more of a creative outletfor me.
It helps grow my business, butyeah, it is tough.
(08:04):
There is so much value on theother side of doing it.
Speaker 1 (08:13):
Does it just come a little bit more natural to you?
That's what it almost soundslike you're saying yeah.
Speaker 2 (08:20):
I would think I think , like once I I mean I ebb and
flow with it, like some monthsI'll be great at it, some months
I'll be like I'm taking a stepback.
It's trying to find my nicheand trying to dial in like what
I want to say.
But yeah, I think, just likehaving that creativity, that
(08:40):
creative aspect, yeah, I thinkit definitely comes a little bit
more naturally to me, and I wasalways shooting videos for my
friends.
I was always shooting contentthat I'd share with, just like
with my inner circle, but itreally didn't have a purpose
other than for entertainment.
And so now it's like oh wait, Ilearned all that stuff already.
I was already dabbling withvideo editing software and now I
(09:01):
can actually use it to help megrow.
So I had to jump on a lot ofstuff, get getting there.
But yeah, it is, it's another,it's another business in and of
itself.
Like to do all that stuff.
So trying to figure out how tothat balance, like am I ready to
business or is the businessrunning me?
Or like, what trade offs areyou making?
Speaker 1 (09:18):
Now minus, you know you knowing how to do the video
editing, knowing how to do that,because that's not everyone
right and a lot of people, yeah,just probably hire someone to
come in on your team.
Do that if it's not your skillset.
But when it comes to the actualcontent, what it is you're
putting out as the advisor, asthe fractional ZFO, the expert
(09:40):
in the space, how do you come upwith ideas?
Or like, what do you film?
What do you post?
Because I know that questioncomes up a lot with people like,
oh, I can make content, butlike, what do I do?
How do you approach that?
Speaker 2 (09:55):
A lot of it is what entertains me in the moment, and
then some of it is.
Or then a lot of it is likewhat questions that I'm
answering throughout the day,throughout the week.
I try to reflect on Mondayslike what has happened
throughout the week and whatcontent do I need to put out?
There's like, oh, someone askedme about how do I do due
diligence.
Or someone asked me about, uh,like how do I buy a business?
(10:20):
That's a piece of content inand of itself, like I can talk
about that.
I can talk about those things.
And I was like, oh, let me justwrite down that idea and launch
it.
Like, okay, iterate on that,find out what my hooks are, what
I need to say about it.
And then shoot, just take yourphone it doesn't have to be
perfect and just start riffing.
And that some of my best videosare just me walk, I go on my
(10:43):
morning walks and just like,holding my phone up to my face,
not even using the back cameraYou're supposed to be using the
back camera, but just using thefront camera so I can see what's
going on and then just likeriffing on what happened.
And that's where my ideas comefrom.
There's a lot of in the moment,but then, like paid ads are a
completely different story.
Like you have to be a lot moreum, what's the word like
(11:06):
diligent?
Or you have to be a lot of whatmore intentional about those
types of videos versus some kindof content?
More it's like this islifestyle branding.
Lifestyle branding just likebusiness type content that's
what people want to see, just sothat you're an authentic person
.
That's a little bit just moreoff the cuff.
Speaker 1 (11:25):
Yeah, I love that.
I would almost challenge you alittle bit, though that even,
yes, I understand the paid ads.
There's's money going behind it.
You probably want it to look alittle bit more professional, a
little bit more clean cut, but Ido think so many people respond
to that raw, you know.
First take, I mean, just thinkabout how much reality tv people
are consumed by and how manyshows are going on netflix.
(11:47):
Now it's yes you can make theargument.
Some of that stuff scripted andthere's probably a couple takes
, but it looks pretty organic.
So I was at a recent conferencenot Grocon and there was a lot
of conversations with othermarketers about that.
Just putting kind of theauthenticity back into social
(12:07):
media, because it's almost goneso far now that it's yeah, it's
almost fake or it's all the thehighlights.
So I love that you're pullingup your phone and just recording
whatever happens and postingthat, because it does come
across super authentic.
I see your videos all the timeand um, it's probably worth a
test running some paid ads whereyou have your ums and ahs and
(12:29):
you know you're stumbling forword to see how it performs when
, when accountants or theindustry thinks, well, I'm an
accountant like I don't, I don'thave a lifestyle brand, or like
my clients don't care that I'm,you know, at the beach with
friends or I'm you know doingwhatever.
What's your?
What would you say to that?
Speaker 2 (12:50):
I mean, I'm a person too.
I it's crazy.
I just like, anecdotally, whathappens is I'm putting out
content.
It's in a vacuum.
I think it's in a vacuum andyou just blast it into the ether
.
But then when I'm at the beachhanging out with my friends I
live in South Florida, so it'sSunday all the time.
(13:11):
I try to go play sand volleyballevery Saturday and people come
up to me or like friends of mine, they're like oh yeah, so
you're doing this, like I needhelp with taxes or I can help as
a CPA, and like they startinteracting with you because of
stuff that you haven't reallytalked to them about.
It's just the businessesInstagram is putting out your
stuff.
It's wild to.
I mean, I'm sure you're like inthat space, like getting a
(13:34):
little bit more popular becauseof that.
Or people that I haven't talkedto in a while.
When I see them, I'll go on atrip and I'll be in town and
they start talking to me aboutthe business side of stuff.
It's like because they'reseeing that, so it's like it,
your reputation precedes you inthat sense, like I don't have to
talk to them about that stuff.
The platform is doing it for meand so I'm getting a lot more.
(13:58):
Yeah, authenticity, but theyknow what I'm I'm up to.
Uh, yeah, just your reputationproceeding.
It's just like how many peoplecan you touch, like going to a
bni group or going to a chamberof commerce?
Yeah, that's like one hit,whereas the algorithm is
constantly pumping out my reels,like I keep getting updates on
how many, how many hits my reelsis done.
(14:18):
It's like I'm not doing it.
I did, I shot that once andit's done, and now it's working
for me.
Speaker 1 (14:23):
Yeah, that's so good, that's so well, said the other.
The other thing to that as wellis probably to not get bogged
down with the metrics too much,because even a video with 200
views or 300 views I believe itwas Alex Ramosi who said this
but if you're standing on astage in front of 200 or 300
(14:43):
people of your ideal audience,all of a sudden that's a pretty
big audience that you're infront of, instead of maybe 300
views on Instagram, that seemsvery small.
So I always try to encouragepeople to not get too bogged
down with the metrics thatthey're seeing and just be super
consistent, and really whatyou're talking about is just the
consistency, and Instagram, orwhatever platform, is constantly
(15:05):
just repushing your stuff out.
It's getting in front of newpeople, depending on what day it
is or how they're scrolling.
So love, love what you're doingthere with the content.
Speaker 2 (15:15):
Thank you, thank you.
Yeah, it's a.
Sometimes it's like, oh, man,it's that consistent.
Going back to the consistency,going back to the gym, you know
it's like, oh, do I really wantto go today?
Like, no, all right, no, justgot to keep putting it out there
, keep putting out there.
And then you see, I understand,stay away from the metrics and
don't track it, but the dopaminehits that you get from that
it's like, oh, that real didbetter.
(15:35):
Can I, can I do more?
Can I do more?
And then like you're not, yeah,it's validating in a sense,
more than it's like I don't know, you're trying to chase that
dopamine hit and that keeps yougoing.
Sure, that's the exciting part.
Speaker 1 (15:50):
Yeah, I'm not.
Yeah, I'm not saying tocompletely not look at the
metrics, but I guess maybe don'tlet the metrics sway you away
from doing it, thinking oh, thispost only got a like or it
didn't have much engagement,because I know from also doing
it for so long and our stuff canbe a lot better.
(16:12):
But people see it, because I'vegot on calls last week at grow
con people coming up saying hey,I see your stuff everywhere or
like whatever it is.
It's that omnipresence, so itdoesn't matter if your post has
you know for me anyways, rightnow I'm sure there'd be people
who disagree who have thousandsand thousands of followers and
(16:32):
you get tons of engagement.
People do see your stuff.
If you're hanging out in theright circles, you have your
audience.
People are going to see yourstuff.
Speaker 2 (16:39):
Yeah, yeah.
That's the exciting part andlike you don't even know who's
seeing it yeah, or the audiencethat's seeing it.
Speaker 1 (16:47):
Yeah, and it's regardless what industry you're
in and I think too many peoplein the accounting world feel
that content is not important,but it's just as important as
any other industry, and you do areally great job at filming the
behind the scenes stuff.
That I think is really cool andit's that it's that inside peek
(17:07):
at like someone else's life.
Right, it's just why it's likewatching the sports
documentaries and getting to see, like in the locker room and
what people are doing in thehallways.
So I love that you're doingthat and it almost gives
potential clients a taste ofwhat it's like to work with you
as well.
If you're starting to share,hey, this is the onboarding call
, or we're getting ready, youknow, to file whatever it is, or
(17:28):
this is the the strategy we'reimplementing and, yeah, I just
think you do an awesome job withthat, so definitely keep that
stuff up.
Speaker 2 (17:34):
Thank you.
Thank you, I appreciate it.
Yeah, sometimes you don't knowwhat you're doing and it's like
good to get that validationevery once in a while.
Speaker 1 (17:40):
Yeah, absolutely so.
What's next for Cliven Jeremy?
What's on the horizon for youguys?
Speaker 2 (17:50):
Really growing and scaling hiring employees.
I think that's where we're.
The next step is to come tocome to fruition.
Now it's okay, Can we handletwo clients a month, three
(18:16):
clients a month, four clients amonth and just being able to
layer it, Cause then after thatit's just, it's just stacking
them Then.
Then it just becomes arepeatable process like a
conveyor belt.
So really dialing that in, sounderstanding what are our SOPs
are, what are, what are peopledoing and then what are their
roles and responsibilities.
Speaker 1 (18:36):
So that's the next step for us.
Yeah, I love that.
What are you most excited aboutfor the future of your journey
being an entrepreneur and forClivent, or just in general,
like you, jeremy Davila, movingforward man.
Speaker 2 (18:54):
I want to see where I can take this.
It's also it's new.
It's new, but I feel like I'min, I'm doing what I want to do,
and that's been exciting tojust like sit with that for a
while.
It was a real identity, like Iwas a W2 employee and then now
I'm an entrepreneur and and tobe able to say that sometimes,
(19:17):
like say that out loud, it tookme a couple of months to be like
, oh yeah, I'm an entrepreneur,like this is what's going on,
this is how I do it.
That's exciting, exciting.
So sitting with that um man,just like enjoying the process
it's not all, it's definitelynot rainbows and sunshine all
the time or ever, but when youhave this question, like, why
(19:38):
are you doing it?
Like it's exciting, it I don'tknow what else I'd be doing.
That's more exciting right now.
So, yeah, just enjoying thejourney.
Speaker 1 (19:50):
Tell me a little bit about, maybe, the harder days,
because absolutely I don't thinkit ever changes.
I'm five and a half years in,almost six years in, and still
have the really dark days andit's like, yeah, you know what?
It'd probably be a lot easierto just pack this all in and not
do this at all and just go geta nine to five and when five
(20:12):
o'clock hits you don't have tothink about anything.
And then but I know I probablywouldn't even last until the
first break in the morning if Iwent and did that.
Now.
How do you handle that when youdo have those swings on the
roller coaster?
Of all right, this is amazing,I'm so happy I'm doing this.
And then you're taking thatswoop in the valley and you're
(20:34):
like, oh my God, why did I everdo this?
I'm going to be on a box on theside of the road here by the
end of the day and then you goback.
How do you manage thoseemotions?
Speaker 2 (20:44):
Man, because there's always a fire that needs to be
put out, like you can't dwell onit so long, and that just like
wipes out your day.
You have to move on to the nextthing or else the needle
doesn't get moved forward, andthat's the only way you're gonna
get out of that that valley ofdespair.
You have to like push forwardto the next step and then
someone hits you with like, ohmy god, thank you for doing such
(21:05):
a good job.
You're like elated at thatmoment and it's like OK, that
that was cool.
And keep chasing those momentsand then being able to just turn
it off.
That's been a hard part, aswell as just turning it off, and
I don't think that ever goesaway.
But having boundaries aroundyou're like kind of like that
work life, that work lifebalance Even as an entrepreneur,
(21:28):
I feel like that's even more soimportant.
So, yeah, like I said, I playvolleyball on Saturdays.
This is my time.
I worked hard during the week,I'm going to go do this and I'm
literally out there for five,six hours just playing
volleyball with my friends, andthat's all I'm focused on at
that point, that moment.
Yeah, so just having thoseboundaries helps you.
You know you forget about it.
Then you go back to work onmonday like all right, here we
(21:50):
go, here we go again.
Speaker 1 (21:51):
That's awesome, do you?
Do you find yourself, or how?
I guess?
How strict are you when itcomes to maybe not checking your
email on the weekend or not,kind of peeking maybe into your
slack channel?
Or you see a notification thatcomes through for work, like are
you pretty good at you, don'tlook at it, or do you let that
kind of creep in, you have alook and then you're good at
(22:14):
putting it off to the side, likeI know that's something I
struggle, I still struggle with.
I struggle with it a lot morein the past.
It comes and goes, but it ishard to turn off, like when you
think think, okay, it's five,six, seven at night.
I'm going to put my phone away,or at least I'm going to put
the apps away that are relatedto work.
Speaker 2 (22:33):
I'm curious to hear your take on that.
Yeah, no, I mean, I'm bad atthat.
Like I'll constantly checkbecause I want to be available.
I want to be available to myclients and what they have going
on.
So, yeah, definitely bad aboutthat.
It does impact me.
I'll be out with friends andthen I see an email.
It's just like, oh, likesomething bad just happened.
I'm in a funk and I have tolike switch switch emotions with
(22:58):
them, like I was supposed to behere being present with my
friends and my or my family, andthen this bad thing is going on
in the background.
Yeah, I, I don't have goodboundaries.
Maybe it's a two phonesituation.
I don't know.
Like I have a work phone.
I just like put that one awaywhen I leave and don't check on
that.
I, I don't know.
Yeah, I don't have the answerfor that one.
(23:19):
Okay, no worries, I don't knowif anybody does yeah, it's, um,
it's tricky.
Speaker 1 (23:23):
I know I've I've been guilty of that in the past.
Uh, especially golfing withfriends in the summer.
If I'm going out at, say, liketwo in the afternoon or even
four closer to the end of theday, and I'm walking down the
course and I'm checking emailsor I'm checking slack messages,
I'm like I'm not actuallypresent here, I'm not enjoying
the thing that I should be outdoing.
So.
I've really tried, at leastwhen I'm doing that, to put my
(23:46):
phone in my golf bag or like putthe phone in the cart and not
look at it, because I wasstarting to feel guilty of like
not being present at all withfriends or my game is bad enough
, I don't need the distractionof work while playing so, yeah,
it's tricky, though it's trickyum, yeah, last go ahead say it.
Speaker 2 (24:06):
I don't have a.
I mean, I have my family, but Idon't have a spouse or kids, so
I don't need to be all thatbright.
This is like my friends, which,yeah, I respect that
relationship, but I feel likeit'd be way harder if I had a
spouse.
And that's what I'm trying tolike build now, so that way I
can focus on them in the futureand like that's kind of like my
(24:29):
why as well is I'm doing thisnow and grinding hard so that
way I don't have to do that inthe future.
And maybe that's flawed logic,but that's just the way I see it
right now.
So like I can be present, I canbe with my kids, I can take off
, you know, the day to go to thebaseball game, to go to a
school field trip, like that's.
That's what pushes me right now.
That's cool that's great.
Speaker 1 (24:48):
Last question for you , jeremy what's the best piece
of advice that you've receivedas an entrepreneur, or or
actually I'm gonna, I'm notgonna add in the entrepreneur
piece what's the best piece ofadvice that you've received?
Speaker 2 (25:02):
my dad.
Just I have a problem and a CPAI'm pretty sure like has a
problem with like being perfect.
He's like just ship it, justmake the decision, Cause not
making it may not make adecision is a decision and it's
just delaying the process.
And I tend to waffle with a lotof stuff.
(25:22):
He's like just pick, just pickone.
And it's been so right so manytimes I'm like damn it.
But yeah, like I need to.
I keep like reminding myself.
I keep hearing those like wordsecho in my head like all right,
I need to just pick somethingand go for it that's great
advice.
Speaker 1 (25:40):
What's your dad's name?
Mike?
Mike doggy low.
Shout out to mike for the greatadvice here.
Jeremy, thank you so much forcoming on for for sharing all of
your insight here around.
Mike, mike Davila Shout out toMike for the great advice here.
Jeremy, thank you so much forcoming on, for sharing all of
your insight here aroundproducing social media content.
Just getting out there andpushing through and, like you
said, just make the decision,because no decision is also a
(26:00):
decision.
Again, thank you so much forcoming on.
I really appreciate it.
I'm excited for everyone tolisten to this.
If you're enjoying theseepisodes, make sure.
So much for coming on.
I really appreciate it.
I'm excited for everyone tolisten to this.
If you're enjoying theseepisodes, make sure to subscribe
.
Comment on the show.
Let us know what you want tohear about so we can keep
bringing on awesome guests likeJeremy.
Thanks for tuning into thisepisode of CFO Chronicles the
secrets behind success.
I hope you found value intoday's conversation.
(26:21):
As we wrap up, I'd love for youto do two things First.
To wrap up, I'd love for you todo two things First, make sure
to subscribe to this podcast soyou 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.
Second, if you're ready to takeyour business to the next level
and attract the high-endclients you deserve, head over
to accountingleadsnowcom orclick the link in the show notes
(26:43):
to book your strategy.
Call it's time to positionyourself as the advisor your
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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.
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 3 (27:05):
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
(27:29):
and marketing.
Until next time, keep strivingfor success and unlocking your
business's potential.
This morning we are joined by Jeremy Davila from
Clivent.
I'm so excited for this episode.
Jeremy brings a ton of insighton how to put yourself out there
on social media, what it meansto create organic content and
why it is so important, whatsort of content you should be
making as a professional in theaccounting world.
And then, most importantly, tomake a decision by not making a
(00:23):
decision is a decision withinitself and why indecision is
holding you back.
Cannot wait for you to diveinto this episode.
Let us know your thoughts.
Enjoy.
Welcome back to another episodeof CFO Chronicles.
Today we are joined by JeremyDavila from Clivent.
Jeremy, I'm so excited to haveyou on the show.
But before we dive in, I dowant to say a special shout out
(00:46):
to our sponsors, universalAccounting.
Thank you so much foreverything you guys do, for
sponsoring the show, for hostingan amazing event last week at
GrowCon.
For any accounting professionalwho's looking to grow their
firm, please make sure you checkout Universal Accounting.
Thanks so much, jeremy.
Welcome to the show.
Super pumped to have you here.
Speaker 2 (01:04):
Thanks, thanks for having me.
You're at GrowCon.
That's exciting.
Get a lot of information there.
Speaker 1 (01:09):
Yeah, it was really good.
Spent a week in Utah First weekout there or first time being
out there Got my cat here justtrying to jump into the screen
for those who aren't watchingthe video.
Yeah, really really great week.
Got to meet a lot of reallycool professionals, some pretty
big names in the space, sodefinitely looking forward to
going back next year.
Speaker 2 (01:30):
Nice, nice.
Yeah, excited to hear aboutthat, excited to hear about your
journey and how that's going tohelp me as a business owner.
Speaker 1 (01:36):
Yeah, absolutely.
Well, let's dive into yours.
I know that you're originallyfrom Texas.
You have a new business now inFlorida.
That you're originally fromTexas, you have a new business
now in Florida.
Tell us a little bit about whatyou're doing at Clivent, the
problems you're solving and whoyou're solving them for.
Speaker 2 (01:52):
Yeah, so we try to work with service-based
companies, between one to 5million, really focusing on
those CFO advisory services.
So the best way to do that iswe work with their bookkeeping,
understand their bookkeeping,understand their numbers.
So that way it helps us plan,try to keep that vertically
integrated.
And then from there it's likewhat are their goals?
What do they want to do?
What do they want to accomplish?
Is it trying to save on taxes?
(02:13):
Is it trying to save for theirkids?
Are they trying to retire, orare they trying to grow and
scale?
That's kind of our bread andbutter is try to grow, to scale
your business.
Okay, how are we going to dothat?
And we sit with them, sit withthe business owner, to
understand how do we get there?
And then, do we need to cleanup the books?
Do we have a fresh set of booksthat we can layer in our
financials and our understandingand our knowledge, or do we
(02:35):
have to take a step back, getthem to a certain spot and then
move forward?
So then we're talking aboutKPIs, cashflow forecasting,
budgeting.
Speaker 1 (02:45):
So then we're talking about KPIs, cash flow
forecasting, budgeting andforecasting those types of
things.
Yeah, cool.
What made you want to get intothis space, Jeremy, I'm guessing
I mean, I could be going off ona limb here but is this
something that you always wantedto do as a kid, growing up,
like get into the numbers of abusiness or did this kind of
start to take over as you got alittle bit older and maybe
you're thinking about all right,what do I really want to do now
(03:06):
that I'm going to school?
Speaker 2 (03:08):
Yeah.
So I mean, man taking it allthe way back there, I would
always have a passion for whatis a business at, how does it
run, and accounting really tellsthe story and if you can
understand that, you canunderstand what's going on with
the business.
So can you take?
The whole idea is, can you takea piece of paper and look at it
and see a lot of the storythat's going on there?
(03:32):
And that's what I thinkaccounting does for you and
that's kind of exciting.
So now you can just you cancompare those apples to apples.
And that's what you do with a,you know, publicly traded stock,
a stock company, and so you'retrying to compare those across
the board.
But it all starts with what'sthe story of the business and
all stems from accounting.
So, yeah, I went to school, gotmy master's my business
(03:53):
administration finance, pairedthat up, went back and got my
master's in accounting, and thenI went on to KPMG.
I was like, well, let me gofigure out where the best place
to learn all this stuff is.
So you know, figured, that wasthe place to go.
So it's a KPMG and then starteddoing consulting on the side
not consulting on the side, butconsulting as a business, a
fortune 100 companies, fortune500 companies, and then recently
(04:16):
cause I just started my mybusiness.
It was what are these people,these service-based business
companies, doing that the bigboys are doing?
They don't have a back office,they don't have a full
accounting department, theydon't have a full finance
function that can help them.
And so that's what I'm tryingto bring is I see that kind of
gap in the market and so takingthe things that I've learned at
(04:37):
the Fortune 100, fortune 500companies and bring that down to
a smaller or middle-sizedbusiness and help them out.
Speaker 1 (04:45):
Yeah, that's great you mentioned you're a little
bit newer into business.
We've had the opportunity towork together for a little bit,
but tell me what's been some ofthe most exciting moments of
being an entrepreneur or goingout on your own in the last
handful of months.
Speaker 2 (05:03):
It's the satisfaction last handful of months.
It's the satisfaction it'sreally cool to see to help them
out to.
Oh, they didn't know they werelosing $10,000 of revenue
because they weren't sending outthe bills, the invoices and so
being able to track what wasgoing on.
And $10,000, that's a lot ofmoney.
That's a lot of money for anybusiness right, it's a $20
(05:23):
million company.
But the appreciation that youhave.
I used to be an auditor and tobe on the other side.
Everyone hates the auditor and Ihated it too, but you get to
learn a lot of stuff by doingthat, so thankful for that.
But anyways, yeah, just beingon the other side of actually
(05:45):
helping someone get through that.
Or, if I do a due diligencetype project, someone's going to
buy this business that they'reon an E2 visa or they're trying
to support their family andthey're trying to come to the US
and make a living for them andI'm kind of that gut check to
see, hey, is this a businessthat I should buy or not?
And they have no idea.
They just know they need tomake $100,000 and it needs to
(06:05):
feed their family and that's whythey need to be here and
they're putting down a lot oftheir life savings for it, and
so to have that trust and tohave just to be a part of that
journey for them, that's reallycool and I like I put a lot of
pride and just value in beingout, being people to be able to
accomplish their goals.
Speaker 1 (06:26):
That's so good you are really active on Instagram
and social media for promotingyour brand, promoting your
business.
What?
What would you say to those whomaybe aren't as comfortable
about getting in front of thecamera or putting themselves out
there, and why it's sobeneficial to do that for for
(06:46):
growing your brand, or maybe ormaybe for those who aren't as
comfortable doing it, what wouldbe your advice to kind of break
through that barrier?
And I mean, ultimately, just doit like, get out there.
You're trying to run a business, put yourself out there in
public.
Speaker 2 (07:02):
Man, don't do it.
Don't do it so I can take over.
I mean, there's a space foreveryone.
But it is tough and you have tohave the thick skin.
And I'm not saying it's easy,but how else are you going to
grow your business?
It's 2025.
(07:22):
Y'all like, social media is theway to go.
The Gary Vaynerchuk like followhis stuff for five minutes.
You figure out, like what thefuture?
But how else are you going togrow your business?
It's 2025, y'all.
Social media is the way to go.
The Gary Vaynerchuk, follow hisstuff for five minutes.
You figure out what the futureis going to look like and you
just have to get with the times.
Ai.
You have to get with the times.
You have to know what's goingon.
If you're not doing that,you're falling behind.
And it's organic, it's free too.
You sucking it up and doing it,and maybe I have a little bit
(07:44):
more of a penchant for it.
It was a little bit easier andI hopped on it and I'm a little
bit more of a creative person.
That's a great outlet for me.
Again, back to being anentrepreneur.
Why I like being anentrepreneur is that I can do
what I want to do and being onsocial media for that reason
isn't more of a creative outletfor me.
It helps grow my business, butyeah, it is tough.
(08:04):
There is so much value on theother side of doing it.
Speaker 1 (08:13):
Does it just come a little bit more natural to you?
That's what it almost soundslike you're saying yeah.
Speaker 2 (08:20):
I would think I think , like once I I mean I ebb and
flow with it, like some monthsI'll be great at it, some months
I'll be like I'm taking a stepback.
It's trying to find my nicheand trying to dial in like what
I want to say.
But yeah, I think, just likehaving that creativity, that
(08:40):
creative aspect, yeah, I thinkit definitely comes a little bit
more naturally to me, and I wasalways shooting videos for my
friends.
I was always shooting contentthat I'd share with, just like
with my inner circle, but itreally didn't have a purpose
other than for entertainment.
And so now it's like oh wait, Ilearned all that stuff already.
I was already dabbling withvideo editing software and now I
(09:01):
can actually use it to help megrow.
So I had to jump on a lot ofstuff, get getting there.
But yeah, it is, it's another,it's another business in and of
itself.
Like to do all that stuff.
So trying to figure out how tothat balance, like am I ready to
business or is the businessrunning me?
Or like, what trade offs areyou making?
Speaker 1 (09:18):
Now minus, you know you knowing how to do the video
editing, knowing how to do that,because that's not everyone
right and a lot of people, yeah,just probably hire someone to
come in on your team.
Do that if it's not your skillset.
But when it comes to the actualcontent, what it is you're
putting out as the advisor, asthe fractional ZFO, the expert
(09:40):
in the space, how do you come upwith ideas?
Or like, what do you film?
What do you post?
Because I know that questioncomes up a lot with people like,
oh, I can make content, butlike, what do I do?
How do you approach that?
Speaker 2 (09:55):
A lot of it is what entertains me in the moment, and
then some of it is.
Or then a lot of it is likewhat questions that I'm
answering throughout the day,throughout the week.
I try to reflect on Mondayslike what has happened
throughout the week and whatcontent do I need to put out?
There's like, oh, someone askedme about how do I do due
diligence.
Or someone asked me about, uh,like how do I buy a business?
(10:20):
That's a piece of content inand of itself, like I can talk
about that.
I can talk about those things.
And I was like, oh, let me justwrite down that idea and launch
it.
Like, okay, iterate on that,find out what my hooks are, what
I need to say about it.
And then shoot, just take yourphone it doesn't have to be
perfect and just start riffing.
And that some of my best videosare just me walk, I go on my
(10:43):
morning walks and just like,holding my phone up to my face,
not even using the back cameraYou're supposed to be using the
back camera, but just using thefront camera so I can see what's
going on and then just likeriffing on what happened.
And that's where my ideas comefrom.
There's a lot of in the moment,but then, like paid ads are a
completely different story.
Like you have to be a lot moreum, what's the word like
(11:06):
diligent?
Or you have to be a lot of whatmore intentional about those
types of videos versus some kindof content?
More it's like this islifestyle branding.
Lifestyle branding just likebusiness type content that's
what people want to see, just sothat you're an authentic person
.
That's a little bit just moreoff the cuff.
Speaker 1 (11:25):
Yeah, I love that.
I would almost challenge you alittle bit, though that even,
yes, I understand the paid ads.
There's's money going behind it.
You probably want it to look alittle bit more professional, a
little bit more clean cut, but Ido think so many people respond
to that raw, you know.
First take, I mean, just thinkabout how much reality tv people
are consumed by and how manyshows are going on netflix.
(11:47):
Now it's yes you can make theargument.
Some of that stuff scripted andthere's probably a couple takes
, but it looks pretty organic.
So I was at a recent conferencenot Grocon and there was a lot
of conversations with othermarketers about that.
Just putting kind of theauthenticity back into social
(12:07):
media, because it's almost goneso far now that it's yeah, it's
almost fake or it's all the thehighlights.
So I love that you're pullingup your phone and just recording
whatever happens and postingthat, because it does come
across super authentic.
I see your videos all the timeand um, it's probably worth a
test running some paid ads whereyou have your ums and ahs and
(12:29):
you know you're stumbling forword to see how it performs when
, when accountants or theindustry thinks, well, I'm an
accountant like I don't, I don'thave a lifestyle brand, or like
my clients don't care that I'm,you know, at the beach with
friends or I'm you know doingwhatever.
What's your?
What would you say to that?
Speaker 2 (12:50):
I mean, I'm a person too.
I it's crazy.
I just like, anecdotally, whathappens is I'm putting out
content.
It's in a vacuum.
I think it's in a vacuum andyou just blast it into the ether
.
But then when I'm at the beachhanging out with my friends I
live in South Florida, so it'sSunday all the time.
(13:11):
I try to go play sand volleyballevery Saturday and people come
up to me or like friends of mine, they're like oh yeah, so
you're doing this, like I needhelp with taxes or I can help as
a CPA, and like they startinteracting with you because of
stuff that you haven't reallytalked to them about.
It's just the businessesInstagram is putting out your
stuff.
It's wild to.
I mean, I'm sure you're like inthat space, like getting a
(13:34):
little bit more popular becauseof that.
Or people that I haven't talkedto in a while.
When I see them, I'll go on atrip and I'll be in town and
they start talking to me aboutthe business side of stuff.
It's like because they'reseeing that, so it's like it,
your reputation precedes you inthat sense, like I don't have to
talk to them about that stuff.
The platform is doing it for meand so I'm getting a lot more.
(13:58):
Yeah, authenticity, but theyknow what I'm I'm up to.
Uh, yeah, just your reputationproceeding.
It's just like how many peoplecan you touch, like going to a
bni group or going to a chamberof commerce?
Yeah, that's like one hit,whereas the algorithm is
constantly pumping out my reels,like I keep getting updates on
how many, how many hits my reelsis done.
(14:18):
It's like I'm not doing it.
I did, I shot that once andit's done, and now it's working
for me.
Speaker 1 (14:23):
Yeah, that's so good, that's so well, said the other.
The other thing to that as wellis probably to not get bogged
down with the metrics too much,because even a video with 200
views or 300 views I believe itwas Alex Ramosi who said this
but if you're standing on astage in front of 200 or 300
(14:43):
people of your ideal audience,all of a sudden that's a pretty
big audience that you're infront of, instead of maybe 300
views on Instagram, that seemsvery small.
So I always try to encouragepeople to not get too bogged
down with the metrics thatthey're seeing and just be super
consistent, and really whatyou're talking about is just the
consistency, and Instagram, orwhatever platform, is constantly
(15:05):
just repushing your stuff out.
It's getting in front of newpeople, depending on what day it
is or how they're scrolling.
So love, love what you're doingthere with the content.
Speaker 2 (15:15):
Thank you, thank you.
Yeah, it's a.
Sometimes it's like, oh, man,it's that consistent.
Going back to the consistency,going back to the gym, you know
it's like, oh, do I really wantto go today?
Like, no, all right, no, justgot to keep putting it out there
, keep putting out there.
And then you see, I understand,stay away from the metrics and
don't track it, but the dopaminehits that you get from that
it's like, oh, that real didbetter.
(15:35):
Can I, can I do more?
Can I do more?
And then like you're not, yeah,it's validating in a sense,
more than it's like I don't know, you're trying to chase that
dopamine hit and that keeps yougoing.
Sure, that's the exciting part.
Speaker 1 (15:50):
Yeah, I'm not.
Yeah, I'm not saying tocompletely not look at the
metrics, but I guess maybe don'tlet the metrics sway you away
from doing it, thinking oh, thispost only got a like or it
didn't have much engagement,because I know from also doing
it for so long and our stuff canbe a lot better.
(16:12):
But people see it, because I'vegot on calls last week at grow
con people coming up saying hey,I see your stuff everywhere or
like whatever it is.
It's that omnipresence, so itdoesn't matter if your post has
you know for me anyways, rightnow I'm sure there'd be people
who disagree who have thousandsand thousands of followers and
(16:32):
you get tons of engagement.
People do see your stuff.
If you're hanging out in theright circles, you have your
audience.
People are going to see yourstuff.
Speaker 2 (16:39):
Yeah, yeah.
That's the exciting part andlike you don't even know who's
seeing it yeah, or the audiencethat's seeing it.
Speaker 1 (16:47):
Yeah, and it's regardless what industry you're
in and I think too many peoplein the accounting world feel
that content is not important,but it's just as important as
any other industry, and you do areally great job at filming the
behind the scenes stuff.
That I think is really cool andit's that it's that inside peek
(17:07):
at like someone else's life.
Right, it's just why it's likewatching the sports
documentaries and getting to see, like in the locker room and
what people are doing in thehallways.
So I love that you're doingthat and it almost gives
potential clients a taste ofwhat it's like to work with you
as well.
If you're starting to share,hey, this is the onboarding call
, or we're getting ready, youknow, to file whatever it is, or
(17:28):
this is the the strategy we'reimplementing and, yeah, I just
think you do an awesome job withthat, so definitely keep that
stuff up.
Speaker 2 (17:34):
Thank you.
Thank you, I appreciate it.
Yeah, sometimes you don't knowwhat you're doing and it's like
good to get that validationevery once in a while.
Speaker 1 (17:40):
Yeah, absolutely so.
What's next for Cliven Jeremy?
What's on the horizon for youguys?
Speaker 2 (17:50):
Really growing and scaling hiring employees.
I think that's where we're.
The next step is to come tocome to fruition.
Now it's okay, Can we handletwo clients a month, three
(18:16):
clients a month, four clients amonth and just being able to
layer it, Cause then after thatit's just, it's just stacking
them Then.
Then it just becomes arepeatable process like a
conveyor belt.
So really dialing that in, sounderstanding what are our SOPs
are, what are, what are peopledoing and then what are their
roles and responsibilities.
Speaker 1 (18:36):
So that's the next step for us.
Yeah, I love that.
What are you most excited aboutfor the future of your journey
being an entrepreneur and forClivent, or just in general,
like you, jeremy Davila, movingforward man.
Speaker 2 (18:54):
I want to see where I can take this.
It's also it's new.
It's new, but I feel like I'min, I'm doing what I want to do,
and that's been exciting tojust like sit with that for a
while.
It was a real identity, like Iwas a W2 employee and then now
I'm an entrepreneur and and tobe able to say that sometimes,
(19:17):
like say that out loud, it tookme a couple of months to be like
, oh yeah, I'm an entrepreneur,like this is what's going on,
this is how I do it.
That's exciting, exciting.
So sitting with that um man,just like enjoying the process
it's not all, it's definitelynot rainbows and sunshine all
the time or ever, but when youhave this question, like, why
(19:38):
are you doing it?
Like it's exciting, it I don'tknow what else I'd be doing.
That's more exciting right now.
So, yeah, just enjoying thejourney.
Speaker 1 (19:50):
Tell me a little bit about, maybe, the harder days,
because absolutely I don't thinkit ever changes.
I'm five and a half years in,almost six years in, and still
have the really dark days andit's like, yeah, you know what?
It'd probably be a lot easierto just pack this all in and not
do this at all and just go geta nine to five and when five
(20:12):
o'clock hits you don't have tothink about anything.
And then but I know I probablywouldn't even last until the
first break in the morning if Iwent and did that.
Now.
How do you handle that when youdo have those swings on the
roller coaster?
Of all right, this is amazing,I'm so happy I'm doing this.
And then you're taking thatswoop in the valley and you're
(20:34):
like, oh my God, why did I everdo this?
I'm going to be on a box on theside of the road here by the
end of the day and then you goback.
How do you manage thoseemotions?
Speaker 2 (20:44):
Man, because there's always a fire that needs to be
put out, like you can't dwell onit so long, and that just like
wipes out your day.
You have to move on to the nextthing or else the needle
doesn't get moved forward, andthat's the only way you're gonna
get out of that that valley ofdespair.
You have to like push forwardto the next step and then
someone hits you with like, ohmy god, thank you for doing such
(21:05):
a good job.
You're like elated at thatmoment and it's like OK, that
that was cool.
And keep chasing those momentsand then being able to just turn
it off.
That's been a hard part, aswell as just turning it off, and
I don't think that ever goesaway.
But having boundaries aroundyou're like kind of like that
work life, that work lifebalance Even as an entrepreneur,
(21:28):
I feel like that's even more soimportant.
So, yeah, like I said, I playvolleyball on Saturdays.
This is my time.
I worked hard during the week,I'm going to go do this and I'm
literally out there for five,six hours just playing
volleyball with my friends, andthat's all I'm focused on at
that point, that moment.
Yeah, so just having thoseboundaries helps you.
You know you forget about it.
Then you go back to work onmonday like all right, here we
(21:50):
go, here we go again.
Speaker 1 (21:51):
That's awesome, do you?
Do you find yourself, or how?
I guess?
How strict are you when itcomes to maybe not checking your
email on the weekend or not,kind of peeking maybe into your
slack channel?
Or you see a notification thatcomes through for work, like are
you pretty good at you, don'tlook at it, or do you let that
kind of creep in, you have alook and then you're good at
(22:14):
putting it off to the side, likeI know that's something I
struggle, I still struggle with.
I struggle with it a lot morein the past.
It comes and goes, but it ishard to turn off, like when you
think think, okay, it's five,six, seven at night.
I'm going to put my phone away,or at least I'm going to put
the apps away that are relatedto work.
Speaker 2 (22:33):
I'm curious to hear your take on that.
Yeah, no, I mean, I'm bad atthat.
Like I'll constantly checkbecause I want to be available.
I want to be available to myclients and what they have going
on.
So, yeah, definitely bad aboutthat.
It does impact me.
I'll be out with friends andthen I see an email.
It's just like, oh, likesomething bad just happened.
I'm in a funk and I have tolike switch switch emotions with
(22:58):
them, like I was supposed to behere being present with my
friends and my or my family, andthen this bad thing is going on
in the background.
Yeah, I, I don't have goodboundaries.
Maybe it's a two phonesituation.
I don't know.
Like I have a work phone.
I just like put that one awaywhen I leave and don't check on
that.
I, I don't know.
Yeah, I don't have the answerfor that one.
(23:19):
Okay, no worries, I don't knowif anybody does yeah, it's, um,
it's tricky.
Speaker 1 (23:23):
I know I've I've been guilty of that in the past.
Uh, especially golfing withfriends in the summer.
If I'm going out at, say, liketwo in the afternoon or even
four closer to the end of theday, and I'm walking down the
course and I'm checking emailsor I'm checking slack messages,
I'm like I'm not actuallypresent here, I'm not enjoying
the thing that I should be outdoing.
So.
I've really tried, at leastwhen I'm doing that, to put my
(23:46):
phone in my golf bag or like putthe phone in the cart and not
look at it, because I wasstarting to feel guilty of like
not being present at all withfriends or my game is bad enough
, I don't need the distractionof work while playing so, yeah,
it's tricky, though it's trickyum, yeah, last go ahead say it.
Speaker 2 (24:06):
I don't have a.
I mean, I have my family, but Idon't have a spouse or kids, so
I don't need to be all thatbright.
This is like my friends, which,yeah, I respect that
relationship, but I feel likeit'd be way harder if I had a
spouse.
And that's what I'm trying tolike build now, so that way I
can focus on them in the futureand like that's kind of like my
(24:29):
why as well is I'm doing thisnow and grinding hard so that
way I don't have to do that inthe future.
And maybe that's flawed logic,but that's just the way I see it
right now.
So like I can be present, I canbe with my kids, I can take off
, you know, the day to go to thebaseball game, to go to a
school field trip, like that's.
That's what pushes me right now.
That's cool that's great.
Speaker 1 (24:48):
Last question for you , jeremy what's the best piece
of advice that you've receivedas an entrepreneur, or or
actually I'm gonna, I'm notgonna add in the entrepreneur
piece what's the best piece ofadvice that you've received?
Speaker 2 (25:02):
my dad.
Just I have a problem and a CPAI'm pretty sure like has a
problem with like being perfect.
He's like just ship it, justmake the decision, Cause not
making it may not make adecision is a decision and it's
just delaying the process.
And I tend to waffle with a lotof stuff.
(25:22):
He's like just pick, just pickone.
And it's been so right so manytimes I'm like damn it.
But yeah, like I need to.
I keep like reminding myself.
I keep hearing those like wordsecho in my head like all right,
I need to just pick somethingand go for it that's great
advice.
Speaker 1 (25:40):
What's your dad's name?
Mike?
Mike doggy low.
Shout out to mike for the greatadvice here.
Jeremy, thank you so much forcoming on for for sharing all of
your insight here around.
Mike, mike Davila Shout out toMike for the great advice here.
Jeremy, thank you so much forcoming on, for sharing all of
your insight here aroundproducing social media content.
Just getting out there andpushing through and, like you
said, just make the decision,because no decision is also a
(26:00):
decision.
Again, thank you so much forcoming on.
I really appreciate it.
I'm excited for everyone tolisten to this.
If you're enjoying theseepisodes, make sure.
So much for coming on.
I really appreciate it.
I'm excited for everyone tolisten to this.
If you're enjoying theseepisodes, make sure to subscribe
.
Comment on the show.
Let us know what you want tohear about so we can keep
bringing on awesome guests likeJeremy.
Thanks for tuning into thisepisode of CFO Chronicles the
secrets behind success.
I hope you found value intoday's conversation.
(26:21):
As we wrap up, I'd love for youto do two things First.
To wrap up, I'd love for you todo two things First, make sure
to subscribe to this podcast soyou 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.
Second, if you're ready to takeyour business to the next level
and attract the high-endclients you deserve, head over
to accountingleadsnowcom orclick the link in the show notes
(26:43):
to book your strategy.
Call it's time to positionyourself as 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.
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 3 (27:05):
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
(27:29):
and marketing.
Until next time, keep strivingfor success and unlocking your
business's potential.
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