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Beyond The Books

Jessica Gonifas
Law Firms
Leadership
Law Firm Growth
Cash Flow
Gary Miles
Tax Planning
Profit First
Marketing
Strategic Growth
Entrepreneurship
Exit Planning
HR In Law Firms
Hiring In Law Firms
Money Mindset
Artificial Intelligence
Leadership In Law Firms
Radical Accountability Leadership Doctrine
Networking
Employee Productivity
Latin America

Your law firm deserves more than just a tax return — it deserves a profit plan. Hosted by Jessica Gonifas, CPA and Law Firm CFO, Beyond the Books takes you past the spreadsheets and into the strategies that fuel sustainable growth. Each episode blends tax strategy, financial clarity, and business leadership insights designed specifically for law firm owners. From profit planning and cash flow to m... more

PublishesWeeklyEpisodes111Founded4 months ago
Number of ListenersCategories
ManagementBusinessEntrepreneurship

Listen to this Podcast

Artwork for Beyond The Books

Latest Episodes

Leadership isn't about having all the answers—it's about building trust.

In this episode of Beyond the Books, Jessica Gonifas and Scott Carley share practical strategies for strengthening trust, navigating courageous conversations, and creating a l... more

Your conversions don't have to stay stuck.

In this episode of Beyond the Books, Jessica Gonifas sits down with Rich "The Sales Mechanic" Cocuzzo to explore why law firm conversions fall short and how to build a repeatable sales system that drives c... more

Stop guessing whether your marketing is working. In this episode of Beyond the Books, Jessica Gonifas sits down with former lawyer turned marketing expert Pam Foley to break down how law firm owners can measure ROI, improve lead quality, strengthen i... more

Should you niche down or keep your law firm broad?

In this episode of Beyond the Books, Jessica Gonifas sits down with immigration law firm founder Evelyn Ackah to discuss how specializing in a niche helped her scale, increase profitability, and bu... more

Why do so many law firms sound the same even after investing in marketing?

In this episode of Beyond the Books, Jessica Gonifas sits down with branding expert Martha Holler to explore how a strong brand helps your firm stand out, build trust, and a... more

Hiring the right team can make or break your law firm's growth.

In this episode of Beyond the Books, Jessica Gonifas sits down with Agustin Morrone, Co-Founder of Vintti, to discuss how offshore staffing can help law firms scale smarter, reduce hir... more

Your biggest business challenge might not be cash flow, marketing, or operations it could be your mindset around money.

In this powerful episode of Beyond the Books, financial therapist Erika Wasserman reveals how financial beliefs, fears, and habi... more

Scaling a law firm requires more than hiring more attorneys. In this episode, EOS Integrator Sharon Means explains how systems, processes, KPIs, and accountability help law firms overcome bottlenecks, increase profitability, and achieve sustainable g... more

Key Facts

Accepts Guests
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Contact Information
Podcast Host
Number of Listeners
Find out how many people listen to this podcast per episode and each month.

Recent Guests

Rich Cocuzzo
Sales Mechanic, founder of Sales Velocity Advisors
Sales Velocity Advisors
Episode: Your Conversions Suck: Meet The Sales Mechanic
Pamela Parker Foley
Lawyer turned marketing expert
HeyVisible / attorney and intake sales training
Episode: Your Lack Of Understanding Of Your Marketing Is Why It Isn't Working
Evelyn Ackah
Law firm owner and founder of Ackah Business Immigration Law, focusing on cross-border immigration between the US and Canada
Ackah Business Immigration Law
Episode: Your Control Freak Tendencies Aren't Helping You Grow
Martha Holler
Founder of Shine PR
Shine PR
Episode: Your Table Stakes Marketing Won't Put You A Cut Above, Get It Together!
Agustin Morrone
Co-founder of Vintti, a staffing firm
Vintti
Episode: Latin America Is Here To Save Your Dreams Of Scaling
Erika Wasserman
Financial therapist
Your Financial Therapist
Episode: Its You, And Your Emotions About Money That Are Ruining Your Firm
Sharon Means
EOS Integrator; former COO of a CAS practice
EOS/COO background
Episode: Your Team Knows More Than You Talk To Them About The Bottlenecks
Kim Miller-Hirshon
Leadership and performance coach
Independent coach
Episode: The Bullsh-- On Your Calendar Is Why You Aren't Growing
Thomas Rosenberg
Coach focused on helping leaders show up under pressure
Episode: Your Need To React Instantly Is Keeping You In The Minor Leagues

Host

Jessica Gonifas
Host of Beyond The Books

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Apple Podcasts
#219
Israel/Business/Management

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Talking Points

Recent interactions between the hosts and their guests.

Latin America Is Here To Save Your Dreams Of Scaling
Q: What is one practical thing listeners can do in the next couple of weeks to gauge readiness for offshore staffing?
First, assess where you're spending your time and ensure you're focusing on value-added activities rather than paperwork or routine processes. Second, evaluate your profit and loss to see if talent costs are constraining growth; if so, consider starting with non-client-facing roles to test the model before moving into client-facing positions.
Latin America Is Here To Save Your Dreams Of Scaling
Q: Tell me a little bit about your background and how you got into team building and helping US businesses staff in Latin America.
I have an MBA and a background in sales for a SaaS company, where I repeatedly heard CFOs talk about the challenge of finding talent and the high costs in the US. I began referring colleagues from Latin America and saw a big opportunity to challenge the status quo of offshoring, focusing on Latin America to leverage similar time zones and cost efficiency for accountants and law firms.
Frustration is the Mother of Innovation
Q: Tell us a little bit about the innovation that frustration has given you.
Frustration pushed me to reframe how the firm operates, leading me to design a structure that frees me to think strategically while trusting the team to handle daily operations, and to implement vacations that are truly offline to preserve balance and growth.
Episode 82: Start Planning Now with Angela Castillo
Q: Where should law firm owners start if they're January and missed last year's window?
Get your books cleaned up and reviewed by a proactive adviser, schedule a tax planning session, and start aligning strategies with goals for the year, forecast, and cash budget; even in January, there are opportunities to plan and implement.
Episode 82: Start Planning Now with Angela Castillo
Q: Can you share an example of a client who benefited from proactive tax strategy services?
A solo attorney who had not done planning previously came to us late in the year; after adjusting payroll, timing of expenses, implementing a retirement plan, and proactive steps, we reduced their tax bill by about $33,000, and that savings went into funding their retirement.

Audience Metrics

Listeners, social reach, demographics and more for this podcast.

Listeners per Episode
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Frequently Asked Questions About Beyond The Books

What is Beyond The Books about and what kind of topics does it cover?

This show targets law firm owners and leaders who want practical, growth-minded strategies beyond traditional accounting. Episodes center on money mindset, profitability, and scalable leadership, blending financial clarity with firm-building frameworks. Notable themes include implementing operating systems (like EOS) to remove bottlenecks, mindset shifts for sustainable growth, leadership under pressure, and strategic hiring and culture. A distinctive element is the integration of financial therapy concepts with concrete, action-oriented tips for profitability and growth, often featuring guest experts in law-firm operations, HR, coaching, and marketing. The format appears practical and implementation-focused, with real-world anecdotes and f... more

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How many episodes of Beyond The Books are there?

Beyond The Books launched 4 months ago and published 111 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

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What guests have appeared on Beyond The Books?

Recent guests on Beyond The Books include:

1. Rich Cocuzzo
2. Pamela Parker Foley
3. Evelyn Ackah
4. Martha Holler
5. Agustin Morrone
6. Erika Wasserman
7. Sharon Means
8. Kim Miller-Hirshon

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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