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Charles Lykoff

Charles Lykoff

Founder of Profit Surge Group and fractional CFO who helps accounting firms launch and scale fractional CFO services.

Apr 1, 2026

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

The Abundant Accountant: Leads, Sales & Business Growth for Accounting, Tax and Bookkeeping Professionals

The Marketing Funnel That Books CFO Advisory Calls With Charles Leikauf

Apr 1 · 44m

Michelle WeinsteinHOST
28:20
But what does the funnel do to help you get leads?
Charles Lykoff
Charles LykoffGUEST
28:26
So a funnel to me, and there's two ways of thinking about it.
Charles Lykoff
Charles LykoffGUEST
28:30
A funnel to me is a...
Charles Lykoff
Charles LykoffGUEST
28:32
With marketing, there is conversion.
Charles Lykoff
Charles LykoffGUEST
28:33
The conversion is they book a call with you.
Charles Lykoff
Charles LykoffGUEST
28:35
And then on the sales call, the conversion is you convert them into a client.
Charles Lykoff
Charles LykoffGUEST
28:39
So a marketing funnel is designed to lead someone through a process.

5 MINS LATER

Michelle WeinsteinHOST
33:48
Oh, yeah.

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