recurring revenue

Merushka Chetty

Jeffrey Heybruck – A La Carte Billing Was Killing Profits – Here’s the Fix

In this episode, James Kennedy chats with Jeffrey (Jeff) Heybruck, CPA and founder of Lucrum Consulting in Charlotte, NC. Jeff breaks down how he helped a high-end landscaping firm transform its maintenance arm from custom, ad-hoc work into packaged, recurring revenue – boosting margins, simplifying ops, and making the company far more attractive to a private-equity roll-up. Along the way, he shares CFO tactics for pricing, renewal timing, quoting, and why you shouldn’t kill an “unsexy” service that quietly drives both profit and pipeline.

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Merushka Chetty

Eamon O’Sullivan – How This Accountant 5X’d His Business Valuation

James Kennedy welcomes back Eamon O’Sullivan, partner at OSA McQuillan, to unpack how he transformed a traditional, deadline-driven accounting practice into a “service-as-a-subscription” model. Eamon shares the playbook: moving from feast-or-famine annual work to predictable monthly revenue, switching referrals to marketing-led growth, going remote, and the billing tech that makes it hum. If you run a professional services firm (accounting, legal, fractional CFO, consulting), this one’s a blueprint for a calmer business with better margins.

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