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How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila

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Manage episode 484144531 series 3589598
Content provided by James Donovan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Donovan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

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

This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.
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.
Get trained. Get certified. Get growing → universalaccounting.com
Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

Chapters

1. Meeting Jeremy Davila from Clivent (00:00:00)

2. Building CFO Advisory Services (00:01:51)

3. From KPMG to Entrepreneurship (00:05:05)

4. Social Media Strategy for Accountants (00:07:09)

5. Creating Authentic Content (00:14:09)

6. Growing Your Business (00:19:07)

7. Balancing Work and Life (00:22:20)

8. Making Decisions and Moving Forward (00:27:09)

9. Episode Wrap-up and Call to Action (00:28:32)

40 episodes

Artwork
iconShare
 
Manage episode 484144531 series 3589598
Content provided by James Donovan. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by James Donovan or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

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.

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

This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.
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.
Get trained. Get certified. Get growing → universalaccounting.com
Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

  continue reading

Chapters

1. Meeting Jeremy Davila from Clivent (00:00:00)

2. Building CFO Advisory Services (00:01:51)

3. From KPMG to Entrepreneurship (00:05:05)

4. Social Media Strategy for Accountants (00:07:09)

5. Creating Authentic Content (00:14:09)

6. Growing Your Business (00:19:07)

7. Balancing Work and Life (00:22:20)

8. Making Decisions and Moving Forward (00:27:09)

9. Episode Wrap-up and Call to Action (00:28:32)

40 episodes

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