(720) 278-7838

Partner Spotlight – Level Up Your Systems and Processes with Lee Goff, Digital Agency Online Coach


Want help with your bookkeeping? We make it easy. Get startedSpeak w/ a Founder, or Schedule a Callback

Hey, thanks for tuning in to another Partner Interview at AccountsBalance.

My name is Connor Gillivan. I’m the CMO and an Owner of AccountsBalance.

We’re on a mission to help 1,000+ businesses better understand their numbers, and industry partnerships is a big way that we’re able to make it happen.

We’re all about creating win-win partnerships where we are able to grow with other companies in the agency, SAAS, and online space.



In this exclusive interview, we interview Lee GoffLee is hyper focused on serving digital agency owners grow, scale and enjoy their digital marketing agencies.


He started his digital agency and the roller coaster ride began! At the age of 38, he had already broken the 7 figure mark and began the process of removing himself from his agency, at the age of 40 he retired from my agency, meaning he ran my multiple seven-figure agency by the numbers and that took a grand total of 2 hours a week. During that crazy ride, he has accomplished some amazing things.

While growing his agency nothing like his program existed and he would have given just about anything for a mentor that could have made his life easier. Easier to hire top talent, easier to drive leads, easier to manage clients, easier to do everything related to building your agency. The only difference between what he has achieved and what you can achieve is the Knowledge and Tools. With his proven and simple to implement systems, he can transform your agency success journey.


We hope that you enjoy the interview and that it brings value to you as an agency business owner. 


Connor: Hey Lee, thanks for taking the time to chat with us. We love getting to know our partners better. This way our community can benefit from what our partners are offering and doing in the industry. To get started, can you give us a high-level overview of your career and how you got started? 


Lee: Well, I started my first digital agency in 2003. I built that agency into a multi-seven-figure success and eventually sold that agency in 2016. After exiting my first agency, I dove head first into “Making Agency Owners Lives Easier,” which I continue to do. 


I offer an online coaching program and a one-on-one coaching program. I am a partner in a digital agency and partner in the AgencySonar platform, the world’s most comprehensive lead generation and Fractional CMO platform for digital agencies on the planet. 


I have a sizzle reel of my agency journey; if you have a place to put a video, here is the YT video share link: 



Connor: That’s awesome! Can you dive more into the products and services you offer in the digital marketing space? I’m sure our audience would love to know exactly what problems you could solve for them. 


Lee: We provide three products: (1) online coaching portal containing 12 courses with over 80 tools and (2) one-on-one coaching with me personally, and (3) our SaaS lead generation platform,


The AgencySonar platform is a revolutionary lead generation & Fractional CMO platform built for agencies by agencies. Try our double your lead guarantee for free.


Connor:  Jumping off of that…if there is one problem you’d say that you solve best for your clients, what would it be? Why? 


Lee: Systems and Process – After building my first agency (and every agency since then), I realized there is one thing that every single agency must get into place if they hope to scale their agency without working 70-80 hours a week. They must work towards replacing themselves with Systems and Processes. These systems and processes must provide peace of mind (transparency) into your agency’s sales and operational performance (KPIs) and allow you to run your agency “By the Numbers.” 

We provide a few “Off the Shelf” systems that are transformational for agencies. Our lead generation system/platform, automated sales system, and project management service framework are life-changing systems we consult or implement for our clients. 


Connor:  As the company continues to grow over the next year, what are your plans for expansion? Any new products or offerings or enhancements to your current products? 


Lee: We are remaining focused on the evolution of the AgencySonar platform. We have plans to bring in B2C lead data, AI prospect identification, and AI-driven emails to prospects over the next 12-18 months. These exciting developments will continue to provide revolutionary lead-generation capabilities for all agencies, large and small. 

We will continue to develop new coaching content for our students, and we are doubling our efforts on developing “Off the Shelf” products our agency students can not only learn from but can resell for high profits as their product line. 


Connor:  And how specifically would you say that you and your team are different from other similar businesses in the industry?


Lee: We feel there are many reasons we are different, but if we had to pick a couple of reasons, they would be:


1) There is no substitute for experience – Lee founded his agency in his upstairs bedroom and built it into a multi-seven-figure agency he exited successfully. Most coaches portray themselves as the founder or leader that led their agency to success, but when you dig deeper, you find out they were in sales, operations, and possibly an administrative role. Lee’s experience comes from being in the hot seat and making hard decisions, and this experience is one of the many reasons Lee’s program is different. 

2) We ignore flashy trends – Lee does not chase the latest and greatest technology. Instead, he focuses on proven business systems and processes that work! With our singular purpose being to develop systems and processes that make your agency life & personal life more accessible, it is easy for us to remain focused on simple systems that get results! 


Connor:  What made you decide to participate in the digital marketing space? What’s your starting online business story? From what we’ve found, a lot of business owners in digital marketing have fun stories of how they first started…


Lee: My sizzle reel explains it better than I can in writing. I started in my upstairs bedroom and eventually exited my multi-seven-figure agency. 


Connor:  I love it! Talking more about the online business industry, where do you see it going in the next 1-2 years? Any unique predictions that you could share? 


Lee: AI is the big shiny new tool that will undoubtedly change the world, and the online business industry will also feel the impact.  Quietly behind the scenes, as AI creates new enterprise-level marketing tools, smaller businesses will have the ability to leverage tools that were previously unattainable due to cost. IP Intelligence, Big Data, Predictive Analytics, and more will become commonplace in our industry over the next 3 – 5 years. We are working on integrating AI technology into our platform and are excited to see what it can bring to the table. 


Connor: Changing gears a little bit…Regarding bookkeeping and accounting, what are business owners’ most significant pain points? Feel free to speak from personal experience as well. 


Lee: With many business owners’ time is stretched, staying on top of the day-to-day grind of bookkeeping (categorizing and reconciling) can be challenging. So, in many cases, they cut corners. Which, in turn, causes them more issues down the road. 


Connor:  As we close this out, I have one more question. Where is the best place to find and follow you and the company online? Also, if you have one, is there any special offer you’ll offer to the community today? 

Lee: You can contact us at for coaching and mentoring services. I suggest everyone try our 14 Day Free trial to see how the platform can double your leads. No strings attached or no credit card is required; it works for 70% of agencies that try it. We even show you how to follow up and close those leads, a comprehensive lead and sales system that every agency can afford.

Want help with your bookkeeping? We make it easy. Get startedSpeak w/ a Founder, or Schedule a Callback

Recent Posts

Connor Gillivan

Connor Gillivan

CMO and Founder of AccountsBalance and EcomBalance. Founded FreeUp (acquired in 2019). Founder of Outsource School. Published Author. Investor.

Want better bookkeeping?

Grab our 10 Step Entrepreneur Bookkeeping Checklist & get started on the right foot.

Leave a Reply

Your email address will not be published. Required fields are marked *

Exclusive finance guide

Want better bookkeeping?

It's possible! Subscribe below & we'll send you our Bookkeeping Packet. A pack of resources to teach you about bookkeeping.

You’ll get our Entrepreneur Bookkeeping Guide, our Monthly Finance Meeting Agenda, & a few surprises!