You don’t need more clients. You need the right ones—and a system that keeps them.

That’s exactly what Marta Grumberg built with Grumberg Accounting: a hands-free, high-retention accounting service tailored specifically for bars, restaurants, and caterers.

In this episode, Marta joins James to break down how she became the go-to financial partner for food businesses across the U.S.—and how she’s grown through referrals, retention, and relevance.

You’ll learn:

• How going deep in one industry built long-term loyalty
• The behind-the-scenes of helping clients survive (and thrive) through COVID
• Why most firms miss the mark when “niching down”
• How Marta’s content speaks directly to what her clients feel—not just what they need
• What’s next for building a modern accounting firm in a specialized space

If you’re building a relationship-first firm with real staying power, this is the niche playbook you didn’t know you needed.

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What if the old rules for growing your firm no longer applied?

No cold calls. No in-person handshakes. No chasing local leads.
Just brand, trust, and content that actually converts.

In this episode, James sits down with Stoy Hall, founder of Black Mammoth and host of the No BS Wealth podcast, to break down how he’s scaling a modern family office by doing things differently—and why that’s exactly what today’s market demands.

You’ll hear how Stoy:

• Built a virtual-first firm without sacrificing trust or connection
• Attracts aligned clients by showing up loudly online
• Uses AI and content to scale without losing his voice
• Leads with empathy to create loyalty—on his team and with his clients
• Is shifting away from AUM to a more human, scalable model

If you’re tired of doing business the old way—and ready to grow on your terms—this conversation is your permission slip.

👉 Hit play to see what’s possible when you rethink what a modern advisory firm can be.

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Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com

Where is your firm bleeding cash, and what can you do about it?

In this episode, James sits down with Larry Levine of P3 Cost Analysts, who works with companies doing $20M to $500M+ to recover tens (sometimes hundreds) of thousands in unnecessary expenses—without cutting staff, renegotiating client contracts, or sacrificing service quality.
You’ll learn:

• Why CFOs and controllers often miss cost-saving opportunities hiding in plain sight
• The most common “indirect” expenses that drain margin
• How to spot silent overcharges in waste, utilities, telco, and more
• Why Larry’s team only gets paid if you save money

If you’ve ever wondered whether you’re truly optimized—or just coasting on assumptions—this episode will make you think twice.

You've built something real. Now make sure you are keeping as much revenue as possible!

Send us a text

Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

Ready to make a shift?

Book your strategy call today at accountingleadsnow.com