Episode 85: A Step-by-Step Guide to Get Out of Your Business’s Way with Dean Miller
Beyond The Books
In this episode of Beyond the Books, Jessica is joined by Dean Miller of Chasm Consulting to unpack why so many business owners become the biggest bottleneck in their own companies—and how to fix it. They walk through practical, realistic steps to help owners delegate with confidence, rebuild trust in their teams, and refocus their time on high-value, strategic work. From time tracking and data-driven decisions to delegation, systems, and mindset shifts, this episode offers a roadmap for leaders who are ready to step out of the day-to-day grind and build a business that can grow without...
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Episode 84: The Quarterback You’ve Been Looking For with T.J. Mattimore
Beyond The Books
In Episode 84 of Beyond the Books, Jessica sits down with T.J. Mattimore, founder of Mattimore GC Law, to discuss why growing businesses need a “quarterback” for legal strategy. Drawing on nearly 30 years of corporate legal and executive leadership experience, T.J. explains how fractional general counsel services help founders reduce bottlenecks, manage risk, and scale faster—without slowing the business down. This episode is a must-listen for business owners and law firm leaders who want legal support that drives growth, not friction.
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Episode 83: Every Treasure Found is a Tragic Treasure Lost with Genice Lee
Beyond The Books
In this episode of Beyond the Books, Jessica Gonifas sits down with accredited senior appraiser Genice Lee to explore one of the most overlooked areas in estate planning, probate, and divorce: personal property valuation. From fine art and collectibles to everyday household items, Genice explains why undocumented “treasures” can easily become tragic losses for families and clients. This episode offers practical guidance for law firm owners on protecting client assets, reducing risk, and elevating the client experience through proper inventories and accredited appraisals.
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Episode 82: Start Planning Now with Angela Castillo
Beyond The Books
This episode breaks down the critical difference between tax preparation and proactive tax strategy for law firm owners. Jessica and Angela walk through common tax mistakes attorneys make, why so many end up surprised by large tax bills, and how intentional planning throughout the year can significantly reduce taxes while building long-term wealth. From entity structure and retirement strategies to quarterly projections and cash flow alignment, this episode offers practical guidance on when to start planning, what opportunities still exist early in the year, and how consistent tax strategy can...
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Episode 81: Lessons from Scaling a Profitable Law Firm with Ryan McKeen
Beyond The Books
In this episode of Beyond the Books, Jessica Gonifas sits down with Ryan McKeen, a highly successful personal injury attorney and law firm coach, to unpack the real lessons behind scaling a profitable law firm. Ryan shares how gaining control of his firm’s finances reduced stress, improved decision-making, and created the clarity needed to grow with intention. The conversation explores Ryan’s journey from building and scaling a thriving personal injury firm to coaching other law firm owners, along with the mistakes that shaped his leadership perspective. Jessica and Ryan discuss why...
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How Profit First Changed Jeremy Danielson’s Law Firm and Life
Beyond The Books
In this episode of Beyond the Books, Jessica Gonifas sits down with Jeremy Danielson, founder of Danielson Law, to discuss how implementing the Profit First system transformed not only his law firm’s finances, but also his confidence, clarity, and quality of life. Jeremy shares why he built his firm with a family-first mindset, how years of operating from a single bank account created stress and uncertainty, and the pivotal moment that led him to adopt Profit First. The conversation explores how separating accounts brought financial control, eliminated surprise tax bills, stabilized cash...
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2026 – The Year You Actually Hit Your Law Firm’s Goal with Melissa Shanahan
Beyond The Books
In this episode of Beyond the Books, Jessica Gonifas sits down with Melissa Shanahan, founder of Velocity Work, to unpack why so many law firm owners set ambitious goals—but struggle to execute them. Together, they explore the real barriers to strategic follow-through, including unclear vision, too many priorities, lack of focus, and missing accountability. Melissa shares why most firms lose momentum after planning retreats, how narrowing focus to just one or two priorities per quarter creates real progress, and why “buying back your time” is essential for growth. The conversation also...
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2026 – The Year We End Tax Panic with Angela Castillo
Beyond The Books
In this episode of Beyond the Books, Jessica Gonifas and Angela challenge law firm owners to put an end to reactive, last-minute tax decisions and make 2026 the year of proactive planning. They break down where firms often focus on the wrong levers—cutting expenses instead of improving employee productivity—and explain why sustainable profitability is the foundation of effective tax strategy. The key message is clear: ending tax panic requires treating your law firm like a well-run business—one with strong cash flow, consistent profitability, and a clear strategy—so taxes become a...
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Growing Pains – What It Takes to Level Up Your Business
Beyond The Books
In this episode of Beyond the Books, host Jessica Gonifas reflects on the internal growth required to lead a rapidly scaling business. After two consecutive years of major expansion—50% growth one year and 67% the next—Jessica realized the business had outgrown her existing leadership style. She describes feeling overworked, overwhelmed, and central to every decision, which created chaos and declining client satisfaction.
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Stepping into the Role of Leadership
Beyond The Books
Jessica opens up about hitting her breaking point as a business owner and the powerful shifts that pulled her out of overwhelm. From creating strategy days to training her team through Loom videos, she shares how stepping back from daily fires helped her step forward as a real leader. This episode teases the mindset shifts, systems, and simple habits that transformed her workload, energy, and confidence—showing what’s possible when you stop tolerating chaos and start leading with intention.
info_outlineFeeling behind on your goals this year? You’re not alone—and it’s not too late to turn things around. In this episode, Jessica shares what to do when your law firm’s Q1 revenue didn’t go as planned—and how to stay on track for your annual financial targets. This episode will help you reset, refocus, and regain momentum—with both mindset shifts and actionable strategies tailored for law firm owners.