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Helped a Firm Hit $10M, Then Waited 9 Months for a Client | Lee Walker

Accounting Leads Now

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Helped a Firm Hit $10M, Then Waited 9 Months for a Client | Lee Walker

34 просмотра · 7 дн. назад
Accounting Leads Now
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34 просмотра · 7 дн. назад
Lee Walker gave his firm two months' notice so his team and clients wouldn't be left hanging. Leadership's answer: "we're just going to let you go." Within weeks he had launched his own business, turned his Denver house into a 14-bed Airbnb, started learning Spanish and moved to Peru. His first paying client didn't come for nine months. Episode 97 features Lee Walker, founder of Daily Driver Consulting, known as the CAS Doctor. He spent three years inside an accounting firm that grew from $1M to $10M in revenue, 10 to 50 employees and 300 to 900 clients without a single acquisition or merger, rebuilding its people, delivery and operations systems as a fractional CFO and people advisor. Today he guides firm owners from compliance to real advisory, has written three books including People + Process = Profit and Emergence, and works nomadically across South America. What you will take away: 1. How Lee's Airbnb covered nine months of his life while the business got off the ground, and why he hired an outside pricing expert instead of relying only on AI pricing tools. 2. The lesson he would give himself on day one: follow-up is the most important thing you do, you need a system for it, and you need at least one key person in your corner. 3. Why being stubborn is both a blessing and a curse for firm owners, and how being one degree off course over a thousand miles is the difference between landing in Newfoundland and landing in Mexico. Lee also explains why every firm owner needs both a mentor and a coach, how the two are different, and why the right deadline can get more done than months of good intentions. Eliminate, automate, delegate. Connect with Lee: LinkedIn:   / lee-walker-ms-shrm-cp-66a3b8b0   Daily Driver Consulting: https://dailydriverconsulting.biz Emergence (Lee's book): https://dailydriverconsulting.biz/book Book a call with our team: https://accountingleadsnow.com Grab my book, Booked Solid: https://a.co/d/02rch7Qz Send us Fan Mail Tired of referrals that only show up during tax season? Most firm owners are one slow quarter away from panic. We fix that. We help accounting and bookkeeping firm owners build predictable client acquisition systems using paid advertising, so qualified prospects are coming to you year-round, not just when it's convenient for them. Book a free strategy call - http://accountingleadsnow.com/ We'll look at your firm specifically and map out exactly what it would take to build a pipeline that doesn't go quiet in July. Grab my book, Booked Solid - Get your copy here: https://a.co/d/02rch7Qz. The digital marketing playbook built specifically for accounting firms. No theory. Just what works. Join our Skool community - 7 days free: Join here (https://www.skool.com/accounting-lead...) Get access to the exact systems we implement for our clients. Frameworks, templates, and a community of firm owners doing the work.