Episode 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job

Hourly billing was keeping Jeremy Slack stuck — exhausted, underpaid, and working late nights just to stay afloat. In this powerful case study, Michelle Weinstein talks with Jeremy about how he restructured his firm, replaced his salary, and added $425K in annual retainers by shifting to a value-based model. From sleepless nights and a demanding boss to landing multi–six-figure clients and quitting his job, Jeremy shares what changed when he stopped selling time and started selling results. His story is proof that confidence, clarity, and the right system can transform both your business and your life.

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Episode 172 | Case Study | From Hourly Billing To $425K In Retainers: How Jeremy Slack Quit His Job

We have a very special guest. Our special guest is a client here at The Abundant Accountant, has completed the 8-week Sales Mastery training, added an additional $425,000 of revenue to his firm, and just put his two-week notice in his job. He’s been a full-time firm owner. He is the founder of SNB Consulting, where he provides fractional CFO and financial strategy services for businesses in the solar, construction and automotive industries. With an MBA and expertise in GAAP compliance, ERP systems, and financial modeling, he helps CEOs simplify complex financial challenges into clear, actionable solutions that drive growth.

If you’ve created a firm and you feel like it’s just a job you can’t escape from because you don’t have systems, you don’t have a real plan for freedom, it’s time to make a shift. You shouldn’t have to hit burnout in your firm to just get to the next revenue goal. You don’t need more clients. You need better quality ones with a sales process to close and enroll those clients.

Here at The Abundant Accountant, I show you how to package your services, raise your prices, and work with high-margin clients who respect your time, just like Jeremy has. If you’d like to explore what that looks like, book your complimentary strategy call at TheAbundantCall.com, and let’s lay out a roadmap that turns your firm into a real asset, not just a glorified job. Now, let’s welcome Jeremy to the show.

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Welcome, Jeremy, to the show.

Thank you. Glad to be here.

I’m super excited to be here and I’m very excited to welcome you to the show. Jeremy, I’d love it if you could share who you are because you are a beloved client here of the Abundant Accountant family. You’ve gone through our 8-Week Sales Mastery Course. You’ve landed a huge client that I think brought you over $364,000 a year of revenue. You applied what you learned in the 8-Week Sales Mastery Course, and you just quit your job. I’m just super stoked to have you here. Your story, I think, is packed with a lot of lessons learned. Before we dive in, why don’t you share with everyone where you are at in the country and what it is that you do and specialize in in your firm?

Phoenix To Freedom: Jeremy’s Niche In Solar And Automotive Industries

Sure. I’m Jeremy Slack. I come out of the Phoenix, Arizona area. I’m actually in a small town called Santon Valley out in the middle of nowhere because I don’t like the city. That’s been one reason of me wanting to try to get this firm going is so that I can work more from home rather than having to drive 40 miles a day, at least, to get into an office.

I help companies, especially in the solar and automotive industries, gain ability to start making better decisions on their financials. With that, I advise companies. The solar industry is actually an industry that I would say is very new within the last 15, 20 years. They have a lot of great salespeople. They don’t have a lot of great finance people. It’s a big misnomer.

Everybody always says, “I’m making this much per watt.” I then go and tell them, “How do you know that? You don’t have your numbers.” They’re like, “Maybe not.” The bottom line comes out to be different and they always want to say, “No, it can’t be right.” There are a lot more factors that go into it. What I’m helping people do is gain clarity through their data and financials to make better decisions and whatever they want to do from there.

I’m just so excited because you quit your job. You put your two weeks in. That is just so exciting. Before we met, why don’t you tell me what things were like in your firm as it related to your sales and what your biggest challenges were with sales and client conversions, and why, at that time, you couldn’t quit your job? You’re on your way out, you just didn’t know when.

I was actually approached by an old accounting partner. He had talked to me. We had a lunch and I said, “I wanted to do a consulting piece.” He goes, “I’m going to help you get started.” I said, “Okay, whatever that means.” Who knows? A lot of people tell you a lot of different things, but he came to me actually about 3 to 4 weeks later and said, “I have a client that I won’t do their audit unless you oversee their books.” SNB is born. The thing is, I signed my first SOW hourly, $250, doesn’t have anything. I don’t really know what I’m doing.

Here I’m going through the process and we’re working day to day. Until I met you, I really couldn’t think outside of hourly and really thinking value-based, what am I bringing? That was a very difficult transition. My partner and I were really like, “As long as we put in this many hours, we can make this much amount of money on top.”

How much money were you losing, do you think, because you kept thinking hourly and you billed hourly?

I probably lost $150,000 easily based upon what we were doing because there was so much additional cleanup. It’s years of cleanup, and this company is not small. This company was well over $200 million in revenue and had never had a controller or CFO in place. If you could ever imagine what that is from a cleanup perspective, that’s what we’re looking at.

The Stressful Path: Balancing A Full-Time Job And Building A Firm

What were your stress levels like back then?

The thing is I had actually just started my new job, which I went into a cleanup at that point in time, new private equity owner. There was a new management team behind it. I was doing that and trying to clean up and just get things underway. We were doing an audit review, we were doing for ‘23 an audit for ‘24, and there was just so much cleanup in my day-to-day, having my client work was just like that, 10:00 to 12:00 at night.

I was getting very dissatisfied of just tired and disappointed, because I’m like, “Is this ever going to end?” My wife, my kids, I have six kids. It’s like, we weren’t able to actually ever get additional time. Any additional time that I was doing, I was putting into my client, and of course, it’s great money, but at the same time, I wasn’t maximizing the value. I was losing things all the time.

It’s so different now. I’m so proud of all the changes that you’ve made. What was the moment when you realized you needed to do something about this? What had you reach out to The Abundant Accountant for support and help? What was that tipping point for you?

I had a really bad boss. That’s the easiest way to put it. I was going through year-end, we had just got done with the ‘23 review. We were getting ready for the board meeting. We were doing all this stuff. He expected a lot of a very little team. He was not somebody who would come in and be quiet. He was very loud and very abrasive. I had to really shine and try to hide my team from him. If he’s yelling, I go, “there’s no reason to yell now. Nobody’s dying. We’re in accounting. We can solve problems. We don’t have to be yelling.” There was a lot of just anger and aggressiveness that was happening, that you go, “What’s going on?”

We were being provoked. There were things in me that he was pushing that I had never pushed before. I think it was a great learning experience because now, there is a healthy discussion in business. There is healthy times when there can be some loud meetings that is not necessarily a bad thing. At the same time, it has to be impactful to make difference in that business. There is a time and a place for everything. That was where I go, “I can’t take this much longer.” I don’t want to just leave my job for another job. I want to really leave my job to work for myself. It’s been an entrepreneurial dream of mine since I was seventeen years old.

Hourly Billing: Loud meetings aren’t necessarily bad, but they need to be purposeful and impactful — there’s a time and place for everything in business.

I ran a pool company with my parents. My parents moved away and I just kept this pool company. I had over 100 clients that I had overseen. From this young age, I was entrepreneurial mindset. I went into accounting and was like, “You’re going to climb the corporate ladder, see what has done.” It’s been extremely successful for me, but at the same time, I just felt like there was more. I didn’t have the impact that I wanted to see.

A few years ago, me and my partner started working together in the solar company. We were there at 2:00 in the morning and trying to do some work of getting ready for an audit and getting the books right. I said, “One day, we’re going to have a company that’s going to be able to help other solar companies, that’s going to be able to do this.”

She laughed at me, but at the same time she’s like, “It would be awesome, Jeremy.” August 28th, 2025, we’re here.” I think I spoke it into existence. I am a true believer and I have a deep faith, but at the same time, there is a lot of pieces that I had to still grow. I wasn’t ready for that 3 or 4 years ago, but I had to keep growing and investing in myself.

The Abundant Accountant was the first step for me to know that I love people, but how do I actually sell accounting? How do you talk to people? I love the saying, and I use this all the time, just because it’s Abundant Accountant saying, “Stop talking in accountant-nese. Nobody cares.” Once I figured that out, Michelle, the whole world has opened.

The Tipping Point: Why Jeremy Invested In Himself And The Abundant Accountant

One of our older teammates, Molly, had coined that term. She came up with it, and I love it. No techie jargon, no accountant-nese, no tax-anese because I always say, it’s like when I hear Japanese, I’m like, “I can’t understand a word.” What was that decision point where you said, “I want to invest in myself?” I think a lot of firm owners, Jeremy, who are in your shoes, they’re in a job. They have that entrepreneurial mindset, but they’re terrified to leave that paycheck every two weeks, even though they’re in the position you were. There was anger, there was aggressiveness. They have a boss like you where they expected a lot. You had a little team.

You’re working all the time. You’re on a salary, you’re not getting paid extra there. You’re just working so hard for someone else. There comes a time when you’re like, “I can’t take this much longer, but enough is enough.” You took that leap and you quit because you were able to close an opportunity in your own firm. What was the moment you realized, “I’m going to invest in myself anyway while I’m still in my job, so that when I get out and I learn how to sell accounting, I’m ready to go.”

What was that moment you realized and share with us how you made the decision to invest in yourself and put up money and invest time, even though you were working yourself to the bone in this job and you got your six kids? You’re still trying to have a life, but you’re like, “I’ve got to do something else and I need to get ahead so when I go out on my own, I can spread my wings and fly.”

Molly was the person that changed my life. I’ll give her credit because she spoke to me and listened to my pain. She understood exactly where I was coming from. As I’ve gone through the class, I’m like, “She just used The Abundant Accountant methodology to the T and perfect.” The thing is as soon as she started putting figurative numbers in front of me, that’s how I operate.

As soon as she started putting in, “What are you losing? What is the time you’re losing? What’s the time you’re losing with your family?” That’s what makes me tick, my family. That’s where me and my partner, we are on the call together because she’s like, “You’ve got to make sure your partner’s here too because we have to have all the decision makers in the same room.” We’re on the phone and me and her are texting and I’m like, “This is the method that we need to learn how to speak with people. I have to better myself from a people perspective.”

One thing that I’ve never had a problem with, and I know one of my strengths, is relationship building, but at the same time, I always felt like relationship building was not necessarily sales. Relationship building is everything of sales if you do it right because people start to trust you. I learned to trust your program through that first call with Molly. I drove to work my 40 miles. I called after we got off the phone with Molly and we had invested and we made the price and we did everything.

Thing is I had a success. I’ve tried little businesses and that didn’t ever show me any type of financial gain. My wife’s like, “Why are you wasting your time?” For me, I’m like, “I actually have a bank account that can actually invest in something.” How do I make that dollar amount, whatever was in the bank account at that point, become ten times that?

I knew the only way that I could do that is by really investing in myself, but also understanding that I don’t know what I don’t know. Why don’t I go and look? Your group was the first group that I actually looked at. The thing is I didn’t have to go very far to find it. I get a Facebook ad, I push the button, here it is, it pops up, but it just spoke to me.

The thing that you teach is that the people you want to attract are going to find you. That’s why we connected instantly. What I say to the people out there is if you connect with this and you need help, because speaking to my old self, as I looked in the mirror and I said, “How much longer can I take this terrible boss? How much longer can I take being yelled at, screamed at, and humiliated at points in times, ridiculed for everything that we’re doing? How much longer can we really keep going?” That’s when I just took the leap. It’s taking the investment every week. I had to skip out of work every single week to get on your call. I know I had to find a reason on Tuesday to be like, “I’ve got to go for two hours.” Here we go, I’m out of here.”

Jeremy, an hour and a half.

The thing is it was two hours because I had to basically leave the premises. For fifteen minutes, I had to go somewhere, find a parking spot, get online, go through everything that you were doing, and then fifteen minutes back and hope my boss didn’t call me in that timeframe to where I would have to leave because I didn’t want him really knowing. He knew. I had it on my LinkedIn. I announced my company starting. Nobody ever questioned it. I wasn’t private about it, but at the same time, that stuff was, and so I really had to make that like, when you do it, jump all in. Don’t miss a call. Do the homework, do the stuff that’s here, because it works.

We’re going to get into the program details in a second because I want to get your perspective on a few things, but did you have any hesitations or fear that you had when you were having that conversation with Molly? You found us on a Facebook ad and I’m sure there’s a lot of other coaches out there, programs. What other things were going through your head, hesitations or fears about us? Was this real? Would this program work for you?

I’d love it if you could share that process too, because you did make your decision fairly quickly. I’m sure you did your due diligence before you even had a call. To go from a Facebook ad to a call and then working with us, there are a lot of firm owners on here that are skeptical or that are just like, “This is another scam. It worked for 300, 400 other firm owners, but this isn’t going to work for me.” I know that goes through a lot of people’s heads. I’d love it if you could share what went through your head on that.

Overcoming Skepticism: Trusting The Process And Taking The Leap

I was a little fearful right at first because I’m like, “I’m just talking to some random person.” Molly called me. I think my first interaction, actually, I was driving. She called me and she told me, and the thing is she didn’t send me the email to say that I needed not to be driving. Instantly, I knew it was more serious than just taking some random call. She wanted to respect my time, but she also wanted me to respect her time. That’s where the legitimacy fell in of I think this company is a little more, but it also gave me additional data, keep searching and seeing the reviews and the stuff that was there.

Hourly Billing: I knew the only way to turn what was in my bank account into ten times more was to truly invest in myself.

When I got on, I was very comfortable because it was the same person that called me the day before. It was the same exact piece. Her first question is, “Are you driving this morning?” I said, “No, I’m not driving.” She’s like, “Okay.” At that point, too, it was just how do I become where I knew I was at? I was at a sense of, if I’m going to do this, I need to find my way, and I just need to step in faith and do something that’s a little bit unique.

I have been, for years, everything that from a leadership perspective is invest in yourself and if you’re not learning, you’re not growing. If you’re growing, you’re just basically going backwards and you’re failing. Every time I’m listening to books, every time I’m doing any type of professional development, I understood those pieces. Also, know like, I’m not a salesperson. I’m an accountant. Everybody goes, “You’re easy to talk to. People just talk to you.”

I’m like, “At heart, I’m actually an introvert.” I still am an accountant. I still like to be behind a computer with quietness and nobody talking to me. That’s how I wind down. It’s like I had to really become an expert on myself. That expertise on myself was knowing where I was not a strong point. Molly really took me down a piece where she gave me comfort. She made me very vulnerable in the fact of just speaking with her.

I think because of the fact that I had seen all the reviews, because of the ability that I’m like, “There’s a lot of legitimate pieces here.” Your stuff was coming up everywhere because I had clicked on one time. It just made sense. As soon as I was sold, my first text message to my partner was, “If this is the process, this is the process I need.” That was her text message back saying, “I guess you’re doing it, aren’t you?” Here I am.

I’d love it, Jeremy, if you could share what your experience was like during our 8-Week Sales Mastery Course?

The 8-Week Sales Mastery Course was a true accountable process. I think what it really made is you made us show up. We didn’t just show up for you, but we showed up for ourselves. The homework that you provide really started making me think, there was a couple of weeks that I’m like, “This is very difficult. I don’t want to fall behind and I really want to get done with this stuff.” There was pieces of it that I’m like, “I don’t even know, but let’s just get forward with it because there’s things I’ve never thought about.”

That was what I needed. I needed to be stretched. Your course really takes you through a process that every process should have a system. In a business, no matter if you are 1 person or 50 to 500, you have to have some system in place. This was my first system I put in place in my business. I think one of the key true things that I get to tell anybody that I’ve talked to is a sales process doesn’t just give you a funnel from a marketing lead, but a sales process actually allows you to convert that marketing lead. I have not spent a single dollar on marketing spend up to this point. I don’t plan to anytime soon.

I don’t think you need to. So many firm owners think that they need to go generate leads, that they need to do marketing. What would you say to that firm owner right now, Jeremy? I just don’t think you have to. You could if you really want to scale and grow really fast, but everyone who I ask, “What’s the biggest challenge you’re having with your sales process or pricing or conversions in your firm,” the answer I get is, “I need more leads.” Lead generation. I’m like, “I did not ask you about marketing. I asked you about sales,” but there’s a big confusion. What would you say now that you understand this?

Beyond Leads: The Power Of Networking And Value-Based Selling

The thing is I am all about networking and I have spent hours of networking. That was one of the other things that I did. I signed up for your course but I also started networking and just getting around people because at the end of the day, if people see you as somebody that can help solve problems that they have, they’re going to call you.

You also learn how to speak to those people.

You also understand how to speak. You learn your elevator pitch. You learn how to emotionally attach to these people. I’m like, “Stop speaking accountant-nese.” Where I started practicing was at my networking events. Not the fact that I was selling them that I was ever going to be their fractional CFO or advisor. It’s really the fact that I knew that they were going to know somebody that they could put in front of me. If I made them feel like I could do it and they could see my confidence in everything that was there, they were going to have confidence of actually referring me. The day that I signed this SOW and I told you in the thing, in one week, we signed $424,000 worth of SFW.

That’s actual revenue for the whole year, which made you quit your job.

Correct. That was not because of the fact that I just went out looking for it. It was because I had people who said, “Reach out to Jeremy and see what you can do.” The other one was my big client, which is the one that I started with the $250. You and I had had the conversation. It was new, I was afraid. This is part of the process and your process, how do you get them on a retainer? How do you get them off this hourly? It was so new, so it was really frightening to me to bring that up because I didn’t know how to even approach the CEO about this.

It’s because you’re terrified that they’re going to just go the other way and leave you. You’re like, “I might as well keep them on the $250 hourly because at least that’s guaranteed money versus having this scary conversation and risking that they’re going to leave,” but true entrepreneurs take calculated risk, Jeremy.

That’s what I did. The thing is he posted a controller and a CFO position. This company is 70 miles from my house. It’s not something I can go into every day. There’s just no way. This guy has offered me a full-time job and I told him, “Sorry, but this is my dream.” He said, “From an entrepreneur to entrepreneur, I can totally respect the fact of what you’re trying to build and what you’re trying to do.” The first time that I actually went to him, I told him, “This is what we can offer from services.” He’s like, “I actually didn’t ever think about from a fractional perspective how this could help. You already have a leg up because you know my numbers. You know my team. My team adores you.”

That was his exact comment. That’s how it started this conversation. I said, “I’m in a good position.” I going to go with Michelle and I’m going to say, “This is my leap. This is my faith movement. How can we talk this?” We always talk about know, like, and trust. An advisory client doesn’t just come like a one-time meeting. This takes time. This is the first thing in a year that me and him have had conversations, but nothing to this level.

He goes, “I want to see your team.” Me and my team are two people. However, my networking, I’ve been able to put a supply chain guy on. I’ve been able to put a strategic CFO because I’m an operational CFO and I know exactly where I play in my field. I’m like, “I had a strategic CFO. I had a couple of different people.” We had this team meeting with that strategic CFO who’s had 25 years, 30 years as a CFO experience. He’s been in San Francisco in the tech world, the saas world. He has gotten $200 to $400 million of capital that he’s raised. He told me, “Jeremy, that’s one of the most world-class dinners I’ve ever been to in my life.”

Michelle, it was my first ever meet, my first ever lunch or dinner that I had ever planned. He goes, “No, the way that you brought it together, understood his needs, went forward. It was that first thing.” When he told me that, I’m like, “We’ll see how long the CEO takes to get back to me.” It wasn’t within even twelve hours. We left at 8:30 and by 7:30 the next morning, the CEO is texting me, telling me, “Can I have a call with you?” He then gave me six additional things that he was looking for me to do for him.

That increases the engagement of what you were going to do for him.

That’s like a buying cue. He was just saying, “Yes, this is what I need. By the way, here are six more things that I need done.” I guess I’m curious, Jeremy, if you could also share, as you finish this story from the, when you were in our 8-Week Sales Mastery Course, how soon were you able to apply what you were learning to your actual client conversations that you were having?

Instantly. The thing is, was I good at it? No. The one thing that you told me to do is get your emotional will up. Start talking to these people. Just start practicing because at the end of the day, if you don’t practice, you can’t get any better. I just started using it at every one of my networking events. I just started using it everywhere I could because I didn’t have leads coming in. There are people in your group that like, “I have so many leads coming in. They’ve been working well,” which is great. I’m so happy for them. To me, I couldn’t even think about enduring a bunch of leads coming in because I was already having my full-time job. I’m like, “If I turn on a funnel and I’m not ready, that’s disastrous too.”

If you have a marketing funnel and you’re not converting the leads at the prices you want and not charging hourly, but charging by the value delivered and you don’t know how to have the sales conversations, then all of that’s a waste of time and money. The meetings are waste of time. The money you’re spending on a marketing funnel’s a waste of time. The time you’re spending going to networking events a waste of time.

It’s definitely a time suck and a money suck if you can’t convert and you can’t close and you can’t speak to people in a way that gets them to say, “Yes, I’m going to engage your firm.” That’s how you got $425,000 worth of signed engagement letters for a one-year agreement with that company. I’d love it, Jeremy, if you could share and walk a firm owner through, or just from your perspective, what was the program flow like in the 8-Week Sales Mastery Course from your perspective?

The Program Flow: Mentality, Process, And Overcoming Objections

First off, it taught me the mentality that I had to do and how I to actually speak. The flow got to the process. At the very end, it was the objection. How do you get through that with the analogies, with the different pieces, the tools that you provide that help people understand where you’re going with them? It really starts to actually put this at a kindergarten level rather than at a you’re expecting a CEO that doesn’t under accounting or doesn’t understand accounting or finance pieces to really say, “I can trust this person because they’re speaking to me like a human.” It really humanizes the process.

What’d you think about the structure and the mechanics of the 8-Weel Sales Mastery Course?

The structure was on point. To me, every time that I would go, I’m like, “That was the next step I needed,” because I would be going and I’m like, “I want to look at this.” It’d be like, “Wait. Not yet. That’s week four. That’s week five. Wait, do this first.” That’s the accountability calls that you had. The accountability calls every week really helped. Not only from keeping me in my lane of where I needed to be, but then it also allowed me to help or hear from the other people that are doing it to say, “What did I miss? Where was I missing? This is what I found.”

Every time those meetings happened, you’re like, “What did you learn this time?” Not a single time did we ever not have something we couldn’t take away. If you weren’t taking something away, it’s because you weren’t paying attention and you weren’t putting in the full effort because there was something to take at every one of those meetings. You just had to be present.

Hourly Billing: If you didn’t take something away, it’s because you weren’t paying attention. There is always something to learn if you are fully present.

I know you shared in the post that you put on Facebook that the program has given you so much more confidence in just being confident in the prices that you’re demanding from prospects and what you’re putting on your invoices and your engagement letters. That’s how you got those 2 new contracts in just 2 weeks and added an additional $425,000 revenue that was, by the way, maybe you want to share that, above what you already had coming in. That was like a $425,000 increase of additional revenue that you didn’t have before. I’d love it if you could share a little bit about that and walk us through that big success that had you put your two weeks notice in.

Confidence is an understatement. I think now that this big one was signed, I can tell you I’ve been in other client meetings of potentials that is in my pipeline, when I say at price, I don’t flinch because at the end of the day, I’m thinking with my abundant mindset. It’s like, “If you want me to do this, currently, I have a pipeline member that’s coming through that’s not necessarily in the niche that I’m expecting.” My thing is I’m saying, “I can potentially help you, but my abundance mindset’s going you’re not potentially on my policy.” At this point in time, how can I get you to where you need to go, rather than me just taking on a client because I need the revenue? I’m not at that point.

I’m really looking at it in a whole different mindset. What your program helped me with is understanding niche down, get down and stay on your red road policy period. From that dinner meeting, the next SOW that I sent, I remember, and you guys have told me, put a number out there that scares you. If do anything, put a number out there. My first SOW that I sent him was $18,000 a month.

Doubling Down: From $18K To $35K Monthly And Quitting The Job

Yeah, you’ve got to be specific, Jeremy. SOW stands for what?

Statement of work.

That’s your engagement letter. $18,000 is monthly, not monthly one time, you guys.

No, this is a monthly engagement. This $18,000 a month was a number that I’m like, “If I get this, this is going to pay me to leave my job, but not my partner.” We don’t talk about hours, but every one of my clients is like, “What is this? What’s that?” I’m like, “For $18,000, I might give you 10 hours to 15 hours a week.” He looked at it and he comes back and he goes, “Jeremy, I think I need you for more.”

I hear this and I go, “You realize, sir, that that price goes up for more.” He goes, “I know, so what is it?” This is a whole different client. This client’s not somebody that’s a $10 million client. This is a $200 million company. Mind you, this is not just advisory services. This is really how do we do more? This is going to take a little more time, but it’s still on a fractional basis. I then pushed that number to $35,000. I almost doubled it. He gulped, which was fine.

I was confident in it. Inside, I was like, “This is never going to happen.” I remember going to dinner on the weekends and I’m like, “I sent something. It could change my life, for sure, but we’ll just see.” It did. Three days later, he’s calling me saying, “This is what I want to be.” Of course, I pushed it high enough that he could come down a little bit. I turned to my partner as we got off the phone and I said, “We’re quitting our jobs tomorrow.”

How does it feel now knowing you replaced your job and you’ve gone full-time in your firm?

I don’t know how I ever did it before. Honestly, I am so busy. My calendar is packed with new clients but also existing clients and growing these pieces and these relationships. Also, everybody I’m talking to is CEOs. My conversations in my phone are very different than what I’ve ever had. It’s taken me to a whole different level. It’s taken me to a level of every time I’m on, I have to be on fully. It’s exhausting, but at the same time, it’s something that I strive for. One thing that I missed as after leaving public accounting was the professional environment that you had to deal with at the highest level.

Everybody all had degrees. Everybody had these Master’s and CPAs and everything. Whenever you go into industry, it’s sometimes it’s like, you’re the only one that has that level, and now you have to bring the other people up. When you’re dealing with CEOs, not the fact that they’re always educated, but they’re all very smart. They’ve all got there for a reason. It doesn’t mean they’re financially always savvy, but that’s why they need me. It’s very awesome being able to partner and utilize these relationships to be able to grow, but also understanding the product offering.

You know how to speak to them, Jeremy, and you have confidence and people buy certainty and confidence, and that’s what top-level CEOs look for. That’s why you were able to put in your two weeks’ notice and go full-time on your firm. I want to acknowledge you for that and have you really take that in because you’ve done a full 180. I’m just curious, beyond the revenue, beyond the $424,000 of additional revenue, beyond quitting your job, beyond having this be semi-exhausting, but thriving as well, how has this success impacted your family and your six kids and your outlook for the future?

I’m not going to ever be told that I can’t coach my son’s team. I’m not ever going to be told that I’m going to miss the parent-teacher conference because I have something else going on. Now I get to own my schedule. Now I get to own what we do as a family. It has been extremely painful because there are integrity pieces of it that you have to make sure the transfer is proper. I’m not just going to leave behind this old company. My assistant controller that I left behind, I love him dearly. He’s a great guy. The last thing I ever wanted to do was to just drop and go.

That put a very strong strain on my family because it was extreme stress. I even apologized to them at dinnertime saying, “I’m sorry, the last couple weeks has been very painful and hard but it’s going to be better now because of the fact that we get to control what we’re doing and my schedule is now mine to control not somebody else’s.”

The Abundant Life: Impact On Family And Future Outlook

You do have full control over your time, freedom, the amount of money you want to make. It’s just a whole different way to see. I think now you’ve gotten a taste of what an abundant life can really feel like and look like. What are the biggest lessons and takeaways that you have that you would want other firm owners to hear?

Never stop investing in yourself. Never stop thinking and looking in the mirror at yourself of saying, “Where do I lack?” At the end of the day, if we’re not learning and we’re not growing, we’re not going anywhere. If you really want to take that leap, invest in yourself, do a sales program, do something that’s going to get you out of your comfort zone. Learn how to be comfortable with being uncomfortable. It’s something that every entrepreneur always says, but if you’re not, you can’t ever take that leap. Don’t be afraid to take the leap because a leap is worth it. I’ve been told by many people, “It’s so risky.”

How many people told you that?

My CFO actually told me I was making the greatest mistake I’ve ever made in my career.

My parents told me the same thing when I quit my corporate job.

That’s what he said. I looked at him very nicely and I said, “Everybody has an opinion and you’re valued. Your opinion is yours. It’s all right. I’ll take it.” That’s how I gracefully push that aside. At the end of the day, there is no risk because if I really ever needed to go back to a job, I have recruiters calling me all the time. I don’t want that. It’s so amazing to be able to say, “The journey is I get to give myself a raise anytime I want to go out and look for it,” because if I need additional work, I’m going to go look for it. I promise, I now have the tools to be able to close that work and put the processes in place to be able to provide the value that I’m promising in these sales calls.

I’m so proud of you, Jeremy. Do you have any other advice that you would want to share with a firm owner who might feel stuck or they might feel unsure if this would work for them?

Honestly, you need to talk to Michelle and Michelle’s team. Take the leap of faith. Invest in yourself. Don’t be afraid. I wore a really bright pink shirt, and I went to one of my networking group events, and they’re like, “Jeremy’s really bright today.” I said, “This is my freedom shirt because I’m free of the boss.” There is a light at the end of the tunnel, and I promise, it’s not a train. If you do what’s necessary, you’ll find the light. You won’t hit the train.

We’re going to wrap it up just right there. That was beautiful. Thank you, Jeremy, so much for joining us here, sharing your story, your journey, everything, and being so just giving with your time. You didn’t have to take this time out to share your story. It’s been an honor to be by your side, so thank you.

Thanks, Michelle. I appreciate you and your team.

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Thank you all so much for joining Jeremy and I on another amazing episode. He is just so awesome to listen to, and I’m so proud of everything that he has created in his firm and taking the risk to quit and go all in on the firm. If you have a firm and you’re like Jeremy where you’re wanting to quit your job and go all in on the firm, or maybe you have a firm, but you know you’re not managing your own finances, you’re not managing your own books, and when it comes to your cash flow pricing and profits, you feel stuck or even ashamed at the numbers that you’re seeing.

You don’t have to face this by yourself. Most firm owners have never learned how to sell, just like Jeremy shared. You’ve never learned how to position your value or have confident money conversations with your current clients, or even your future prospects, like he did at networking events and it holds you back.

Here at The Abundant Accountant, we’ll help you feel empowered, have confidence, and not have awkward sales calls. You’ll learn how to convert premium clients, raise your prices, and finally take home the pay that you deserve. If you’re ready to stop avoiding the financial side of your firm, head on over to TheAbundantCall.com and book your free strategy session. Thank you all so much for joining us. We’ll see you in the next episode.

Important Links

• • SNB Consulting
  • Jeremy Slack on LinkedIn
  • The Abundant Call

About Jeremy Slack

Jeremy Slack is the founder of SNB Consulting LLC, where he provides technical accounting, fractional CFO, and financial strategy services for businesses in solar, construction, and automotive industries. Known for his hands-on approach, Jeremy designs tailored financial systems that empower CEOs and entrepreneurs to make confident, data-driven decisions. He has helped companies secure financing, improve cash flow visibility, and prepare for audits and growth opportunities. With a strong Accounting background partnered with his MBA he has a deep expertise in GAAP compliance, ERP systems, and financial modeling. Jeremy simplifies complex financial challenges into clear, actionable solutions. His mission is to help businesses achieve clarity, confidence, and sustainable growth through sound financial management.