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Index/Sales/The Accounting Leads Now Podcast
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He's a Lawyer AND a CPA. Here's the One Question That Changed His Sales | with Christopher Papin

The Accounting Leads Now Podcast · 2026-07-02 · 30 min

0:00--:--

Key moments - from our scoring

Substance score

44 / 100

Five dimensions, 20 points each

Insight Density9 / 20
Originality8 / 20
Guest Caliber12 / 20
Specificity & Evidence8 / 20
Conversational Craft7 / 20

Christopher Papin, a lawyer and CPA who runs both a law firm and CPA firm simultaneously while maintaining work-life balance, shares his approach to client acquisition and sales conversations. Recognized by Forbes and Thomson Reuters, Papin has built his dual-discipline practice around representing small business owners facing issues like succession planning, business exits, and tax optimization. The core of his sales philosophy centers on translating what clients initially express (like "I pay too much in taxes") into their deeper underlying need (keeping more money). Rather than pitching services, Papin uses a diagnostic onboarding process that validates client problems with data before presenting solutions - demonstrating that effective sales requires understanding root causes, not surface complaints. He emphasizes digital-first operations and structured intake systems, ensuring clients who can't work in a fully digital environment aren't his ideal fit. His approach contrasts sharply with generic LinkedIn outreach, instead using problem-discovery questions that create dialogue rather than one-way sales pitches.

Key takeaways

  • →Translate what clients say into what they actually need by validating their stated problem with data, then presenting a solution in terms of outcomes they care about, not features you offer.
  • →Successful sales conversations require asking deeper questions rather than immediately selling - when clients say 'I pay too much in taxes,' dig into what they really want, which is usually to keep more money.
  • →Build your lead funnel and sales process around how clients actually operate today (digital-first, appointment-based) rather than accommodating outdated workflows like paper submissions.
  • →Understanding your target audience deeply - what actually keeps them up at night - lets you approach them with relevant pattern interrupts in marketing rather than generic claims.
  • →Running complementary practices (law and accounting) isn't necessarily a burden if you're solving the same core client problems; position yourself as a specialist in your area while serving the same small business owner segment.

In this episode

  1. 1Meeting at GrowCon and Building a Dual Practice
  2. 2Path to Running Both Law and CPA Firms
  3. 3Understanding Client Pain Points and Translation
  4. 4Onboarding Process and Client Fit
  5. 5Sales Messaging and Pattern Interrupts
  6. 6Digital-First Accounting Operations

Mentioned

Christopher PapinGrowConForbesThomson ReutersBLABO podcast

Guests

Christopher Papin

Topics in this episode

Estate planningClient onboarding processTax optimizationGrowConBLABO podcastDigital-first accountingSmall business succession planningLinkedIn outbound messagingPattern interrupt marketingSecure client portals

Questions this episode answers

What is Christopher Papin's background and why does he run both a law firm and a CPA firm?

Papin grew up around entrepreneurship with both parents as business owners and educators. He became fascinated by how accounting and legal drafting covered similar ground in small business matters, leading him to pursue both his CPA (which he passed while in law school) and law degree to serve small business owners comprehensively, particularly around succession planning and business exits.

What is the one question or principle that changed Christopher Papin's sales approach?

Rather than accepting what clients say at face value (e.g., "I pay too much in taxes"), Papin translates their stated problem into the real underlying need (e.g., "I want to keep all my money"). His sales process validates this translation with data and confirms the fit before presenting solutions, focusing on diagnosis rather than pushing services.

How does Christopher Papin structure his client onboarding process?

Papin uses a three-step diagnostic onboarding: first, he listens to what clients say is bothering them; second, he validates the information with data in between conversations; and third, he comes back with a specific reflection of the problem and how his process addresses it, letting clients opt in or out based on actual fit rather than sales pressure.

What are Christopher Papin's requirements for ideal clients in his digital-first practice?

Clients must be able to operate in a fully digital environment - they need to send documents via PDF through a secure portal and use online calendaring for all appointments. Papin is explicit that clients unable or unwilling to work digitally are not a good fit for his firm, despite how this may sound.

How does Christopher Papin approach marketing messaging differently from typical accounting firm outreach?

Instead of generic claims like "we're the best at accounting," Papin (and the host) recommend starting with a problem-discovery question that creates dialogue - for example, "When was the last time you got an up-to-date P&L that showed exactly where you're bleeding cash?" rather than asking if they like their current accountant, which disrupts patterns and sparks conversation.

What our scoring noted

Our reviewer’s read on each dimension, with quotes from the episode.

Insight Density

9 / 20

There are a handful of genuinely useful operational ideas - pre-qualifying leads through digital layers to achieve high close rates, the 'translation game' on client intent, and the LOI-as-promise-ring framing - but they are underdeveloped and diluted by substantial conference small talk, a generic book-writing anecdote, and a boilerplate productivity exercise at the end.

you throw out the like closing statistics, we've got 70, 80% close, but it's because of this other filter
clients say the thing that's bothering them, like, I don't ever want to pay taxes again. Well, guess what? I got your solution. I can get you to zero tax

Originality

8 / 20

The LOI 'promise ring' framing and the hospitality-background hiring tip are genuinely fresh for a B2B accounting audience, but much of the episode recycles common ideas: 'peel back the onion,' 'niche down,' and a generic LinkedIn outbound messaging rant that the host himself drives.

It is a promise ring, is my catchphrase with it. It's not a marriage. You're not signing anything, it's just a promise to make a promise at another time.
hospitality knows when to push back and when not to. And that's just as important with scope creep

Guest Caliber

12 / 20

Papin is a genuine dual-credential practitioner (JD+CPA) running real firms with a legitimate personal backstory in succession planning; he clearly has operational depth and is not a career podcast guest. However, there is no indication he operates at notable scale, and his insights reflect a small-to-mid-sized practice rather than at-scale execution.

I represent hundreds. We've done this thousands of times.
effective rate for a JDCPA to process payrolls, probably not in your firm's or in your company's budget

Specificity & Evidence

8 / 20

A handful of real numbers appear ($20K tax bill, $50 - $150/month payroll pricing, a 70 - 80% claimed close rate) but none are substantiated with context, firm size, revenue, or named client outcomes; the examples remain largely illustrative and the close-rate claim is unverified.

you were blindsided because you had to write a $20,000 check in April
You're paying them 50 bucks a month to get it right, or 75 or 150, whatever the number is

Conversational Craft

7 / 20

The host cedes control of the interview mid-episode, going on a lengthy LinkedIn tangent he self-deprecatingly acknowledges, opens with pure conference small talk, and never meaningfully challenges any of the guest's claims; the guest actually turns questioner for a segment, which is a structural failure of hosting.

Just off the top, for those who weren't there, what was your favorite part about being a Grocon?
you're putting me on the spot here, Chris. I'm used to being in the interview chair, not the interviewee

Conversation analysis

Computed from the transcript - who did the talking, and the words that came up most.

Most-used words

speaker37firm19clients18back16chris16process14accounting12small12book11client11podcast8team8part8different8firms8somebody8

Episode notes

You ask clients to send a PDF through a secure portal. If they can't, they're not your client. Sounds harsh. It's not, it's a filter. Episode 80 features Christopher Papin , who runs a law firm AND a CPA firm at the same time, and somehow still keeps a third of his day for life outside the office. Forbes and Thomson Reuters have both recognized his work. He's also the author of "168 Hours" and host of the BLABO podcast. In this conversation, Chris breaks down the exact onboarding system that gets him a 70-80% close rate, why he calls every signed letter of intent a "promise ring," and how hiring people with bartending and hospitality backgrounds fixed his client communication overnight. If you've ever lost a deal because you didn't ask the right follow-up question, this one's for you. 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.

Full transcript

30 min

Transcribed and scored by The B2B Podcast Index.

1 - > SPEAKER_00: Welcome back to another episode of the 2 - > Accounting Leads Now podcast. 3 - > My guest today, I actually met a few weeks ago at GrowCon in Salt 4 - > Lake City. 5 - > We were in the same room, struck up a conversation, and I knew 6 - > pretty quickly this guy needed to be on the show. 7 - > He runs both a law firm and a CPA firm at the same time and 8 - > somehow manages to build an award-winning practice without 9 - > destroying his team or personal life in the process.

10 - > Forbes recognized them, Thomas Reuters recognized them, and he 11 - > still manages to keep work-life balance from being just a thing 12 - > people say at conferences. 13 - > He also wrote a book called 168 Hours, a startup business guide 14 - > built specifically around the reality that you don't have 15 - > unlimited time. 16 - > And he hosts the PLABO podcast, Plabo. 17 - > The way he thinks about productivity, client 18 - > communication, and running a dual discipline practice is 19 - > worth your full attention.

20 - > Chris Papen, welcome to the show. 21 - > SPEAKER_01: What's up, James? 22 - > How are you? 23 - > SPEAKER_00: I'm pumped to have you here, Chris.

24 - > I hope I didn't absolutely butcher the name of your podcast 25 - > in the intro, and I'm hoping that pushes a lot of people with 26 - > curiosity over to your show before we even get out of the 27 - > gates. 28 - > SPEAKER_01: Right, Blabo. 29 - > What is Blabo? 30 - > You'll find out.

31 - > SPEAKER_00: Blabo. 32 - > Okay. 33 - > So I did butcher it a little bit, but uh I think you'll send 34 - > some grace my way. 35 - > So, Chris, we had a chance to connect, I believe you probably 36 - > came by the booth, but we really got to connect a dinner the 37 - > night of the gala at uh at Grocon.

38 - > Just off the top, for those who weren't there, what was your 39 - > favorite part about being a Grocon? 40 - > SPEAKER_01: So I think there's like a 1A and 1B. 41 - > Um good attorney always says it depends, right? 42 - > But 1A were the people.

43 - > I think the people in the room, um, you and I just kind of being 44 - > able to do this is a testament to the types of folks that were 45 - > around and their willingness to share and allow us to learn from 46 - > one another. 47 - > But secondarily, there was a unique focus. 48 - > Didn't matter the presenter, but obviously grow con. 49 - > It's about grow, right?

50 - > How do you grow your firm? 51 - > How do you grow your presence? 52 - > But there was a unique focus that appealed to everybody in 53 - > the room. 54 - > So I got to start to listen to different ways other firms were 55 - > doing things, or maybe different ways bookkeeping only firms were 56 - > approaching their strategies and how they're gaining clients or 57 - > how they're servicing their clients, which makes us look at 58 - > our model a little bit different.

59 - > So that that part was exciting because you you were kind enough 60 - > to share all kinds of tips and tricks. 61 - > And and you know, I think you've got just mountains of embedded 62 - > wisdom that if somebody will just listen for 30 seconds, 63 - > they'll they'll pick something up, but that's the point. 64 - > SPEAKER_00: Yeah, awesome. 65 - > Well, I appreciate I appreciate that.

66 - > And yeah, I mean Grocon is a great conference. 67 - > It was our third time going back. 68 - > Um, and it was awesome to meet you there. 69 - > And I'm pumped to see you at the next next conference where we 70 - > can cross paths again and share a meal.

71 - > So, two two firms, Chris. 72 - > You got a law firm and a CPA firm running simultaneously. 73 - > That sounds like an incredible lift, a ton on your plate. 74 - > How did that even happen?

75 - > Walk me back to where this all started. 76 - > SPEAKER_01: All right. 77 - > A whole bunch, super short. 78 - > If I need to unpack any of it, tell me.

79 - > But mom and dad were both entrepreneurs, grew up around 80 - > it. 81 - > They they taught at the local university, had uh businesses. 82 - > So there's this educational and business component that I just 83 - > take for granted to some extent. 84 - > When my dad passed, my brother had to take over family 85 - > business.

86 - > So there's a succession planning, you know, to be 87 - > determined in the rest of the story that's in there. 88 - > Uh to this day, still operates dad's business. 89 - > So as I see these things, there's a lot of stuff in 90 - > business land that I was just good at. 91 - > Saw, again, took for granted.

92 - > Somewhere in my accounting program, it wasn't quite this 93 - > direct, but I started skipping pieces of the chapter and went 94 - > to the professor. 95 - > I'm like, why are we skipping the good stuff? 96 - > And the essence of it was what we were studying was accounting. 97 - > What we weren't was typically done by lawyers with drafting.

98 - > So in the moment, I was like, yeah, that's dumb. 99 - > Why can't the same person do this? 100 - > Like that, it's in the same book. 101 - > I don't get it.

102 - > Fast forward, you know, did the accounting program, did my 103 - > master's, got my CPA, sat for the exam while I was going to 104 - > law school, in law school, kind of knew, you know, small 105 - > business, small business owner land, didn't know this is where 106 - > I would land, but kind of knew the path. 107 - > And then it had a law school professor kind of grab me and 108 - > say, Chris, you know you're not normal, right? 109 - > Like I knew this person relatively well.

110 - > I'm like, what the heck are you talking about? 111 - > And they're like, no one in their right mind takes the CPA 112 - > exam, let alone passes it during their breaks of law school. 113 - > What are you doing? 114 - > And some of it was just challenging me because, like, 115 - > hey, this is a unique accomplishment.

116 - > There's some statistical anomaly anomalies that go with it, but 117 - > that's the first time it actually hit. 118 - > Because what it the what are you doing was something around what 119 - > are you trying to build, what's the practice you're trying to be 120 - > in. 121 - > And it was representing small businesses and small business 122 - > owners. 123 - > I didn't, I've had I've got experience working in big giant 124 - > companies, I've got experience working in one-man bands, but it 125 - > was this weird interentrepreneurial thing in 126 - > between where there's not a common place to go to get a lot 127 - > of these conversations.

128 - > And, you know, like you're kind enough to do through this 129 - > podcast, you're bringing people on to tell stories. 130 - > Well, clients have one story, they've got one business. 131 - > I represent hundreds. 132 - > We've done this thousands of times.

133 - > So when somebody exits their business, when I was a young 134 - > gun, they were like, What do you know about succession planning? 135 - > Like, huh? 136 - > Let me tell you, dad passed. 137 - > I lived it.

138 - > Yeah. 139 - > Oh. 140 - > So it was a different vibe. 141 - > And that's how it all comes together.

142 - > It's not a heavy lift in the sense that I represent small 143 - > businesses and small business owners just like you do. 144 - > We have the same types of conversations. 145 - > You're just the specialist in one area, whereas I'm a 146 - > specialist in another. 147 - > Have you ever talked to anybody about uncertainty in their 148 - > business?

149 - > SPEAKER_00: Yeah, put a finger down. 150 - > SPEAKER_01: Right? 151 - > It's a same drill, same drill. 152 - > So that's kind of the cliff notes to get you there.

153 - > It's a lot, I know it's a mouthful. 154 - > I'll be less caffeinated with the rest of my answers. 155 - > SPEAKER_00: No, no, that's good. 156 - > So when when a client comes to you, and I'm I'm guessing maybe 157 - > it's the avenue or the channel they come from, but how how do 158 - > you explain what you do, the services you offer, or or where 159 - > do you start?

160 - > Is it obviously if they come through the law firm route, 161 - > that's more law-driven the conversation. 162 - > Is it as easy as that if they come through the the accounting 163 - > firm route, or is it pretty blended in how you respond back 164 - > to that potential client? 165 - > SPEAKER_01: The short answer is yes. 166 - > Uh, as you well know, clients are going to come to you in 167 - > whatever form they come to you.

168 - > Most of the time there's a pain point, and and you're spot on in 169 - > the sense, like, hey, I'm calling the law firm because I 170 - > need an estate plan, or I'm exiting my business, or I'm 171 - > starting my business. 172 - > Same thing on the CPA firm. 173 - > They'll call and they'll say, you know, hey, I'm getting ready 174 - > to buy into a practice, or I'm leaving my W-2 and I'm going out 175 - > on my own. 176 - > I need to start.

177 - > Sometimes it's just I pay way too much in taxes. 178 - > This sucks. 179 - > I need help. 180 - > I try to say that's a translation game because they're 181 - > going to tell me the common thing that they know.

182 - > And, you know, again, I know you're uniquely situated to do 183 - > this because you've got to do it in a digital environment to get 184 - > people in the door, but clients say the thing that's bothering 185 - > them, like, I don't ever want to pay taxes again. 186 - > Well, guess what? 187 - > I got your solution. 188 - > I can get you to zero tax.

189 - > What they mean is I want to keep all the money and pay none of 190 - > the tax. 191 - > Well, my solution gives me all the money. 192 - > We're going to do a profit share, and I'm going to take all 193 - > your profits and eliminate all your taxes. 194 - > But that's not what clients want.

195 - > SPEAKER_00: Yeah. 196 - > SPEAKER_01: So, how do you play this game to translate that 197 - > info? 198 - > And we've built what I think is a relatively good onboarding 199 - > process to hear what clients say, take some space, validate 200 - > the information with data in between, and then come back to 201 - > them. 202 - > And if we do it right, it's something like, hey, James, I 203 - > heard you say you were frustrated with last year's 204 - > process.

205 - > You were blindsided because you had to write a$20,000 check in 206 - > April. 207 - > Well, here's how my process works. 208 - > At the worst, you'd have known you had to write a$20,000 check 209 - > in January. 210 - > Does that fit for you or no?

211 - > And then the clients will either opt in or opt out. 212 - > That's my job is not to sell them at that point. 213 - > It's here's how I do it, doesn't make sense. 214 - > And if I can get the right people to the table, I'm not the 215 - > right brand for everybody.

216 - > I get it. 217 - > And my personality is not for everybody. 218 - > I get that too. 219 - > But when we fit, it's a home run.

220 - > And and you know, guys like you have kind of coached us along 221 - > the way. 222 - > But I'm I'm curious here too. 223 - > Like in what I just said, how do you like get how do you 224 - > translate? 225 - > Because something we we struggle with.

226 - > Like you want to put it like an SEO marketing, like pay too much 227 - > in taxes, like you've got your keywords, but that doesn't 228 - > always yield the right client. 229 - > So prompt me in here a little bit on this. 230 - > Like, how do you make that transition and how do you do 231 - > that? 232 - > We we customize everything, we're we're customized, like 233 - > everything's a customized template.

234 - > But what would your thoughts be on some of that? 235 - > Because I'm not the only path. 236 - > I know that. 237 - > SPEAKER_00: Yeah, no, it's a great question.

238 - > And I want to come back to a point because I want to ask you 239 - > about your sales process or just sales in general based off what 240 - > you were saying there. 241 - > Um, but yeah, to your point, it's really just it's not what 242 - > is that the first thing that's being said, it's peeling back 243 - > the onion. 244 - > What is the the real root cause of what's happening? 245 - > Like you said, I don't want to pay taxes anymore.

246 - > No, you you want to keep all of your your money. 247 - > Um, so it's yeah, when writing that copy, when writing the ad, 248 - > it may not be so, for example, you're putting me on the spot 249 - > here, Chris. 250 - > I'm used to being in the interview chair, not the 251 - > interviewee. 252 - > Um, we used to do a lot of outbound messaging for our 253 - > clients on LinkedIn.

254 - > A lot of firms do it, a lot of people really suck at it. 255 - > And I'm sure you probably get so many messages in your inbox all 256 - > the time, and it's someone, hey Chris, see you work here, boom, 257 - > it's a novel about what they do versus how can it actually help 258 - > you? 259 - > What is in it for you? 260 - > So rather than hey Chris, um, here at our bookkeeping firm, 261 - > you know, we're the best at bookkeeping and blah, blah, 262 - > blah, we would approach it as, hey Chris, when was the last 263 - > time you got all the support you needed from your from your 264 - > current financial team?

265 - > Hey Chris, when was the last time you got an up-to-date PL 266 - > that told you exactly where you're bleeding cash? 267 - > Now there's gonna be a dialogue that's getting started versus do 268 - > you like your do you like your accountant? 269 - > Do you do like do you have an accountant? 270 - > Because if we're the best.

271 - > Well, okay, everyone can say they're the best. 272 - > But it's it's one, I think, similar to what was spoken about 273 - > during the marketing panel, just being a pattern interrupt, but 274 - > two, just knowing you got to know your audience, which is why 275 - > niching down is so important, or knowing multiple industries. 276 - > But if you know what the the true thing is that keeps them up 277 - > at night, you approach it from that angle versus head on, and 278 - > now it becomes a lot more of a conversation.

279 - > I think that works really well. 280 - > SPEAKER_01: Okay, and I think this aligns. 281 - > So it did it, audience. 282 - > We didn't plan any of this.

283 - > So this is in order or game. 284 - > SPEAKER_00: See, this is why I host because I just rambled on 285 - > there for half the episode. 286 - > Um, Chris, I I want to ask you because the way you approach 287 - > that, I'm guessing you probably have a lot of success. 288 - > And this may you know come across and you're probably gonna 289 - > be very humble with it, but I'm guessing you have a lot of 290 - > success when it comes to sales conversations because you're 291 - > approaching it from well, if I'm hearing you correctly and what 292 - > they came to you asking for that one thing top of mind, you're 293 - > going deeper and you're asking more things.

294 - > SPEAKER_01: So let me go two steps back to make sure I curate 295 - > this for the audience, right? 296 - > We are looking at the accounting process of tomorrow, not 297 - > yesterday. 298 - > So everything we do is digital. 299 - > And sarcastically, I mean, I'm not shy to say this, like we 300 - > still have some paper stuff that goes through the office, but if 301 - > you can't send me a PDF inside of a secure portal, you're not 302 - > my client.

303 - > And I don't mean that to be rude to people, but that's the 304 - > environment we live in. 305 - > That's that's normal in today's world. 306 - > So to build systems that accommodate what is not normal 307 - > doesn't work well. 308 - > So everything lead funnel, everything we do is this digital 309 - > environment.

310 - > So there's like digital layer one, then digital layer two, can 311 - > you use our online calendaring? 312 - > Because everything we do is by appointment. 313 - > We don't do it on the fly. 314 - > Digital layer three is can you upload information to us?

315 - > So there's things that are going on even before the client gets 316 - > to us to have that personal element where they're 317 - > experiencing our brand. 318 - > And I'm a little bit different because you know, you throw out 319 - > the like closing statistics, we've got 70, 80% close, but 320 - > it's because of this other filter. 321 - > I don't want to do a lot of prospect meetings to figure out 322 - > if I want to work with people or not. 323 - > Let the system run for that.

324 - > When I get face to face with people, we know we can help them 325 - > solve a problem. 326 - > The question is, do the fees line up, do the expectations 327 - > line up, and do the personalities line up? 328 - > So you're spot on in the sense of by the time we get to the 329 - > conversation, we've tried to diagnose two or three things. 330 - > The system's never perfect, there's always an exception.

331 - > But the reality is that info gather. 332 - > Like I tease people, I mean, it kind of feels like I'm examining 333 - > everything and you're standing on the table naked. 334 - > Yeah, we want your financial statements, we want all the 335 - > stuff. 336 - > Not because I care how much you spend at Costco, it's because it 337 - > gives me perspective as to how your numbers flow so that I can 338 - > speak to you as an intelligent advisor in your terms, not mine.

339 - > SPEAKER_00: Yeah. 340 - > Because if if you're just taking everything at face value, I feel 341 - > like now you're just an order taker, you're not the advisor. 342 - > Yeah. 343 - > And I I say this to everyone who we speak to where they're 344 - > offering, you know, fractional CFO services, they're doing 345 - > advisory.

346 - > That's awesome. 347 - > But the the average business owner doesn't search for 348 - > fractional CFO near me because they don't know what a 349 - > fractional CFO is. 350 - > They're gonna come to you saying they need help with bookkeeping 351 - > or they need help reducing their taxes. 352 - > You need to ask enough questions and peel back those layers and, 353 - > like you said, really get a true understanding of where that 354 - > person's at to then lean into the advisory conversation 355 - > because they don't know they need that yet.

356 - > You do as the expert, and it sounds like that's what you do 357 - > with your clients. 358 - > You ask enough of the right questions. 359 - > And I'm also guessing, Chris, if someone goes, Why are you asking 360 - > me all these questions, but is this an interview? 361 - > They're also probably not a fit for you because they don't 362 - > understand the value of what you're trying to accomplish.

363 - > SPEAKER_01: Yeah, if somebody ever says, Is this an interview 364 - > to us? 365 - > I mean, my response is, yeah, I get the choice as to whether I 366 - > work with you or not. 367 - > You recognize that, right? 368 - > I don't have to give you an engagement letter.

369 - > It's a little bit of an admission process. 370 - > Yeah, I love it. 371 - > I like that because it preserves the integrity of our client 372 - > base, which goes back to keeping the team happy and other things. 373 - > We leave some money on the table sometimes doing that.

374 - > And and you know, like your traditional growth-based type 375 - > people kind of pick on me because of it, but we're okay 376 - > with it. 377 - > It's the space we're in, that's what we want to do, and you 378 - > know, it's cool having your name on the wall. 379 - > SPEAKER_00: Yeah. 380 - > Well, I mean, you can also make the argument, sure, you may be 381 - > leaving a few dollars on the table, but how many headaches 382 - > did you also not bring into your firm because now you know that 383 - > that's kind of screams red flag client, or they don't fall into 384 - > your processes.

385 - > And if it's not in your process, now it becomes custom work, and 386 - > custom work requires a lot more effort and just like on and on 387 - > and on. 388 - > So I like that you guys are strict and you know who your 389 - > ideal client is and you have that process. 390 - > So that's that's really cool to hear. 391 - > Um, Chris, you guys have picked up some incredible awards, 392 - > Forbes, Thomas Router.

393 - > If I did I pronounce that correctly again, I know I have 394 - > to do that. 395 - > SPEAKER_01: Thompson Router. 396 - > Thompson Reuters, yeah. 397 - > Man Ryder butchered it on the deal.

398 - > SPEAKER_00: My TPE, those aren't small recognitions by any 399 - > stretch. 400 - > What do you think you're actually doing differently that 401 - > led that led you to those? 402 - > SPEAKER_01: So what's funny is we we've kind of morphed over 403 - > the years and started branding ourselves as an award-winning 404 - > firm. 405 - > Love it.

406 - > People have actually asked the question, like, hey, do you 407 - > trace chase the trophies or do you nominate yourself? 408 - > Or some of these awards I didn't even know I was gonna get. 409 - > Like I had no clue. 410 - > So they're they're true honors in some senses.

411 - > There are others that, yeah, there was a nomination process, 412 - > and of course, you fill out your packets and do all the things. 413 - > I mean, people know what's going on there. 414 - > But at the end of the day, it all boils back down to small 415 - > business, small business owner. 416 - > I know what they want because I happen to be one too, just like 417 - > you are.

418 - > So I go through this journey of how can we set ourselves up in a 419 - > way that speaks to something that is different. 420 - > Uh, when I first started my firm, we at my old firm ran 421 - > payroll in-house. 422 - > I never had a passion for payroll. 423 - > It's a necessary evil in my mind, but it is the most 424 - > frequent engagement that exists for your clients.

425 - > So you need to be present to serve it. 426 - > And when I got into my firm, I think this illustrates 427 - > everything you're asking. 428 - > Clients were hesitant when I said, hey, we're gonna partner 429 - > with some strategic third parties to process your payroll. 430 - > Oh my gosh, what if it's wrong?

431 - > What if it's, what if it's, what if it's I'm like, it's the same 432 - > fear that you have today, you just know me. 433 - > But let me rephrase it for you. 434 - > You're paying them 50 bucks a month to get it right, or 75 or 435 - > 150, whatever the number is, or you can pay me my hourly rate to 436 - > do it, plus the surcharge for systems and everything else, 437 - > because effective rate for a JDCPA to process payrolls, 438 - > probably not in your firm's or in your company's budget.

439 - > Oh, you know you're right. 440 - > So the minute they started to look through, you actually are 441 - > looking out in our best interest. 442 - > And it's not a condemnation or props to payroll companies or 443 - > anything like that. 444 - > It's just an example.

445 - > We steer in the lanes we want to be in, we're good at it. 446 - > The things we don't want to be in, we'll partner with people, 447 - > we'll find guys like James that can help us execute on the 448 - > things we're not experts at. 449 - > And because I have those candid conversations, it leads back to 450 - > this other side of client trust, client buy-in. 451 - > Um, I know that's a little bit of a flowery answer at the same 452 - > time, but the reality is the clients reached out to me with 453 - > like the JDCPA is a hook.

454 - > And and everybody loves the idea of having an attorney on call 455 - > just in case. 456 - > You know how many clients call me just in case? 457 - > Because if it's that big of a deal, you don't want me on the 458 - > phone, you want a litigator on the phone. 459 - > Yeah, yeah, yeah.

460 - > There's there's a comfort to it. 461 - > Now, for the planning side, for the strategic, the 462 - > transactional, all that stuff, yeah, it's awesome. 463 - > So if you're a small business owner that's gonna be in growth 464 - > mode, I am on call. 465 - > I know what's going on with the financials, I can draft the 466 - > documents, but it's not all about me.

467 - > It's about meeting them where they are, making the sales 468 - > process to close a business deal as easy as possible. 469 - > If there's no business broker, it's gonna go hard. 470 - > And if I'm on the seller side, we dictate terms. 471 - > If you're on the buyer side, you got to jump through hoops.

472 - > Again, if there's no broker, it's hard. 473 - > Well, I can talk people through this emotional roller coaster. 474 - > We've done it before. 475 - > We've been there.

476 - > I mean, I've got somebody who just signed a letter of intent 477 - > and they're over the moon wanting to celebrate. 478 - > And folks, that letter of intent means nothing. 479 - > It is a promise ring, is my catchphrase with it. 480 - > It's not a marriage.

481 - > You're not signing anything, it's just a promise to make a 482 - > promise at another time. 483 - > People don't know that stuff. 484 - > So when we can sit down shoulder to shoulder with folks and tell 485 - > the stories like that, that's where I think it really shines. 486 - > SPEAKER_00: Yeah, that's that's awesome.

487 - > It's so well, so well articulated. 488 - > So I want to touch on two quick things here. 489 - > Um, well, we'll we'll we'll see what we can squeeze in as we're 490 - > I don't want to take up all of your time here, Chris. 491 - > But um, you mentioned team harmony and work-life balance in 492 - > the same breath as um as those awards.

493 - > How do you protect that? 494 - > What does that look like in practice for you and and for 495 - > your team members? 496 - > Because I'm guessing you practice what you preach. 497 - > SPEAKER_01: We try to.

498 - > And and the thing that everybody needs to realize is like I have 499 - > a book written about time management. 500 - > 168 hours is about a week. 501 - > That's why it's 168 hours. 502 - > Every day we all get the same 24 hours.

503 - > What you choose to do with it's up to you. 504 - > I don't want my team spending the majority of their life at 505 - > work. 506 - > If we do it right, it's a maximum of a third on a business 507 - > day. 508 - > It's just not the type of firm I want to run.

509 - > It's not the work-life balance people want to have. 510 - > So we started with how do we kind of assemble this in a 511 - > healthy environment? 512 - > Sure, I work overtime during tax season, but I get the luxury of 513 - > going to Salt Lake and meeting James during not tax season. 514 - > So that's the give and take that I think people need to figure 515 - > out.

516 - > The other side of it is candidly, I've just like I've 517 - > got people that have specialties in different areas, and those 518 - > are the kinds of customers that we onboard. 519 - > The example I like to give is if you have somebody who has 520 - > bartending or server experience, they need to be talking to your 521 - > clients because that's the environment they've been in. 522 - > So if you pay attention to skill sets and kind of get things 523 - > aligned. 524 - > Moms are really good at organizing people's lives.

525 - > So let them. 526 - > Our clients need organization. 527 - > They're business owners that are all over the place. 528 - > So if you look at those different things and allow 529 - > people to focus on their natural attributes, usually the rest 530 - > kind of falls in place.

531 - > SPEAKER_00: I I love what you just mentioned about team 532 - > members who have hospitality experience. 533 - > We're in the process of bringing on a new account manager, and 534 - > that's never crossed my mind. 535 - > And I until someone said it to me the other day of, oh, we look 536 - > for candidates who have a background hospitality. 537 - > I was like, wow, that seems so simple.

538 - > Like, why didn't I think of that before? 539 - > And that is front and center on our job description now, because 540 - > you can teach the other things. 541 - > It's hard to teach people skills. 542 - > If they're good at people skills, the the the technical 543 - > stuff for what we're looking for for this particular role, that's 544 - > the easy part.

545 - > SPEAKER_01: And the unspoken thing in all of this is 546 - > hospitality knows when to push back and when not to. 547 - > And that's just as important with scope creep and everything 548 - > else. 549 - > I mean, yeah, when people don't know what you do for a living, 550 - > it says tax on it, therefore, or it says marketing web lead, 551 - > therefore it's James's problem. 552 - > No, it's not.

553 - > It depends. 554 - > So I love the fact you're right in there and somebody got to you 555 - > to get that in your head early. 556 - > SPEAKER_00: Well, and now and now I have a lot of reassurance 557 - > on that as well, hearing that from you. 558 - > Um, Chris, with 168 hours, um, what was the most rewarding part 559 - > of writing and publishing your book?

560 - > SPEAKER_01: So, what's interesting is I had the idea. 561 - > Um, writing's not my favorite thing, even though I'm a I'm a 562 - > lawyer. 563 - > And it kind of on one of those, like, oh, should I do it? 564 - > Should I not?

565 - > It's it's a good marketing piece, it's a good validator for 566 - > a lot of things. 567 - > So a lot of people were encouraging me to do it. 568 - > But what was my favorite thing was the aha moment. 569 - > The book is built on a business plan.

570 - > People are gonna look at it and be like, oh, I've seen these 571 - > concepts before. 572 - > I know what these things are. 573 - > Here's the catch. 574 - > I represent small businesses and small business owners.

575 - > We have meeting transcripts, we have slide decks, we have tax 576 - > returns, we have coaching materials. 577 - > It was all pre-written. 578 - > I just had to organize the damn thing. 579 - > Yeah.

580 - > So we started to pull all this together and obviously put it in 581 - > a literary version rather than bullet points and business-y, 582 - > but that was when I got the aha moment of this book's already 583 - > written, I just have to organize. 584 - > I was like, I'm capable of that. 585 - > We do that every day. 586 - > SPEAKER_00: Interesting.

587 - > That's cool. 588 - > Yeah, I'm guessing it was, I don't know, like that I'm 589 - > picturing a movie where just like everything's kind of coming 590 - > together on the screen and it the whole picture was right in 591 - > front of you. 592 - > You had all the puzzle pieces on the table, and then you just saw 593 - > it come to life. 594 - > Uh, I need to get a copy of your book.

595 - > I uh that's that's next on the list as soon as we wrap this 596 - > episode up. 597 - > And I encourage everyone who's listening to go grab a copy of 598 - > 168 hours by Christopher C. 599 - > Papen. 600 - > Christopher, what should everyone do who's listening as 601 - > soon as this episode is done?

602 - > The number one thing they can take away to go either better 603 - > themselves, better their business, just overall the 604 - > action item they need to do when this episode is done before they 605 - > roll into whatever podcast pops up on queue after. 606 - > If it's not the Accounting Leads Now podcast. 607 - > SPEAKER_01: Yeah, so I need 30 minutes of somebody's week. 608 - > That's it.

609 - > And I would I I'm gonna drive some people bananas with this. 610 - > But what I need is for 15 minutes, put everything away. 611 - > Put your phone down, put your pen down, no notes, no writing, 612 - > nothing, and think. 613 - > Focus on the things that are important to you.

614 - > Now somebody in their mind is like, well, but what if I have a 615 - > good idea and I forget? 616 - > If you forget, it wasn't that good of an idea. 617 - > Cut the rope and move on. 618 - > But that's the purpose of the 15 minutes is to focus on the first 619 - > 15.

620 - > Second 15, remember, I need 30. 621 - > The second 15 is you write out, you pick the one thing that you 622 - > think is gonna have the biggest impact, and you write out the 623 - > things you're gonna do over the next week, days, months to 624 - > execute on whatever that is. 625 - > Here's the hard part. 626 - > I did the easy part, I gave you the 30 minutes.

627 - > The hard part is you get a calendar that and then go do it. 628 - > But if you do it, you will make incremental improvement towards 629 - > whatever that goal is. 630 - > SPEAKER_00: It's so powerful. 631 - > I love it.

632 - > Thank you so much for sharing that. 633 - > Christopher, thank you so much for coming on the Accounting 634 - > Leads Now podcast. 635 - > This was amazing. 636 - > It was so great me and you at GrowCon.

637 - > I'm so glad we got to have so many conversations and joke and 638 - > go back and forth over the few days we're there. 639 - > I'm pumped to see you at the next event. 640 - > For those who want to continue the conversation with you, how 641 - > can they get in touch with you? 642 - > Where can they find you?

643 - > Where can they find your book? 644 - > SPEAKER_01: Yeah, uh, a couple of quick things. 645 - > Uh Papinspeaks.com has all kinds of support materials for 646 - > business owners, kind of the free hook, if you will, but lots 647 - > of good material out there.

648 - > If you look for my name, Chris Papen, P A P I N on LinkedIn, 649 - > that's another great way. 650 - > We push all kinds of stuff out there as legitimate free give 651 - > back resources. 652 - > Uh the books, either on Papin Speaks or on Amazon. 653 - > Um, my request would be because it's a brand new offering, if 654 - > you buy it, please review it.

655 - > Give us some good reviews. 656 - > We got to get over that hurdle so we can go do the next chapter 657 - > or whatever's in in the future for me there. 658 - > You advertising guys always have something I gotta go do. 659 - > But those those would be the easy ones.

660 - > That'll feed you back to firms, CPA law, whatever else that we 661 - > got going on if if need be. 662 - > SPEAKER_00: Awesome. 663 - > Everyone listening, please go do that. 664 - > Check check it out.

665 - > Christopher, again, thank you so much for coming on. 666 - > This was awesome. 667 - > Loved having you on the show. 668 - > SPEAKER_01: Same, man.

669 - > I appreciate you. 670 - > SPEAKER_00: That's a wrap on another episode of the 671 - > Accounting Leads Now podcast. 672 - > If you got something out of today's conversation, do me a 673 - > favor. 674 - > Hit subscribe so you never miss an episode and leave us a review 675 - > wherever you're listening.

676 - > It genuinely helps this show grow. 677 - > And the bigger this community gets, the better the 678 - > conversations we can bring you. 679 - > Now, here's the part I actually care about most. 680 - > If you're running a firm and you're still relying on word of 681 - > mouth to bring in new clients, I want you to hear this.

682 - > Referrals aren't a growth strategy. 683 - > I'll say that again. 684 - > Referrals are not a growth strategy. 685 - > They're a hope strategy.

686 - > If you're ready to stop hoping and start building a system that 687 - > brings qualified prospects to you consistently, go to 688 - > accountingleadsnow.com and book a call with my team. 689 - > We work exclusively with accounting, bookkeeping, and tax 690 - > firms. 691 - > We'll look at your situation specifically and tell you what 692 - > we would do if it was our firm on the line for bringing in new 693 - > clients.

694 - > And if you want to go deeper on your own first, I wrote a book 695 - > called Book Solid Digital Marketing Strategies that 696 - > actually work for accounting firms. 697 - > It's the digital marketing playbook built specifically for 698 - > accounting bookkeeping and tax firms. 699 - > Link to grab a copy is in the show notes. 700 - > Thanks again for listening, and we'll catch you on the next one.

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