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CFO Chronicles: The Secrets Behind Success
Welcome to CFO Chronicles: The Secrets Behind Success, the ultimate podcast for Fractional CFOs and Accounting Firm owners who are eager to land more high-paying clients and elevate their businesses to new heights. Hosted by James Donovan from Nine Two Media, we specialize in helping financial professionals achieve their goals through innovative and effective marketing strategies.
In each episode, we dive deep into the world of finance and marketing, interviewing industry leaders who share their insider secrets and success stories. You'll gain access to unique marketing tactics specifically designed for Fractional CFOs and Accounting Firms, covering everything from lead generation and client acquisition to branding and digital presence.
Whether you're looking to refine your marketing approach or seeking inspiration from top financial experts, CFO Chronicles: The Secrets Behind Success is your go-to resource for actionable insights and proven strategies. Join us as we uncover the secrets behind thriving financial practices and help you unlock the full potential of your business.
Tune in and transform the way you attract and retain clients—one episode at a time.
Massive shoutout to our sponsors at Bill.com & Universal Accounting Center!
See how BILL Spend & Expense can transform your business now at bill.com/promo500.
Episodes
49 episodes
He Spotted a $500K Payroll Leak. The Owner Had No Idea.
Losing $100K/month and didn’t know it. Until Sonny Grappone showed up.<...
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Season 3
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Episode 47
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34:24
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Burnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for That
If your team disappeared tomorrow, would your business survive? Most founders build fast, but not to last. Sharrin Fuller, founder of
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Season 3
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Episode 46
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30:56
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Founders, You’re Leaking Profit, Here’s Where It’s Going - With Tom Schultz
You’re not broke, but you might be bleeding. What if your biggest profit leak isn’t your pricing or marketing… but the decisions you’re not even tracking?🎙 In this episode, fractional CFO
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Season 3
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Episode 45
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26:38
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This Firm Ditched the Office and Doubled Team Retention - Rachel Phillips
Rachel Phillips isn’t guessing. She built a remote-first accounting firm that now supports 40+ employees and most of them are moms. Before remote work...
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Season 3
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Episode 44
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25:22
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Your Next Client is Literally Searching for You, But You’re Invisible - With Jeremy Estey
88% of buyers start on Google, but if your firm isn’t showing up, you don’t exist.⚠️ Referrals won’t scale. SEO alone won’t save you. And “trying out” paid ads without a strategy? That’s just burning cash.In this e...
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Season 3
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Episode 43
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28:43
Your Firm Is Growing, But Not Scaling. Here’s Why - With Michael Straza
Growth ≠ scale, and too many founders learn that the hard way.In this episode, I sit down with Michael Straza of Straza Consulting
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Season 3
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Episode 42
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31:36
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2,600 CFOs. 1 Global Community. What Jack McCullough Learned from Leading Them All
2,600 CFOs. 100+ interviews. One framework every advisory-first firm should know.Jack McCullough, founder of the CFO Leadership Council and host of the globally ranked <...
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Season 3
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Episode 41
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30:15
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From 4.5 Years in Prison to a 7-Figure Multi-State Firm - With Patience Jackson Rose
4.5 years in federal prison. $0 to 7 figures. One of the most powerful growth stories you’ll hear this year.In this episode, Dr. Patience Jackson Rose breaks down the exact mindset and strategies that took her from wrongful convic...
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Season 2
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Episode 40
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36:55
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Why 97% of Fractional CFOs Fail to Hit 7-Figures (Mark Gandy’s No-Nonsense Playbook)
97% of CFO consultants never crack 7-figuresMark Gandy’s been breaking the mold since 2001. With a 98% close rate, 250+ podcast episodes. He’s living proof that the “fractional...
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Season 2
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Episode 39
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29:07
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From Layoff to FBI Whistleblower: The Wild Path to Success - with Andrew Jordan
Fired. Depressed. Then tapped by the FBI. Andrew Jordan’s story isn’t a straight line - it’s a masterclass in resilience, reinvention, and building a firm the r...
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Season 2
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Episode 38
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27:19
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How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila
7 clients. 30 posts. One phone. Jeremy Davila didn’t wait to “feel ready” - he built a client pipeline with raw, consistent content.In this episode, we break down:The exact content that brought in new client...
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Season 2
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Episode 37
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28:55
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I Spoke on Stage, Signed 100 Books, and Still Felt Like an Imposter
I walked off stage and knew our business had just leveled up.This wasn’t just a marketing play,it was a career milestone, a systems test, and a visibility machine rolled into one.In this episode, I break down what really ha...
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Season 2
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Episode 36
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15:22
Spreadsheet Killer: How to Dominate Sales with Zero Experience
Most accountants run from sales - Vanessa ran toward it. After 9 years behind the books, she pivoted into a full-time sales role and ne...
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Season 2
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Episode 35
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22:08
From $0 to Baton Rouge’s #1 Accounting Firm in 3 Years - with John Roberts Jr.
He scaled a firm 5x in 3 years—and didn’t burn out doing it.In this episode, James sits down with John Roberts Jr. of
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Season 2
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Episode 35
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34:09
What Happens When a CFO Thinks Like a CEO - with Tom Dillon
What if your biggest bottleneck… was you?In this episode, James sits down with Tom Dillon of Frak Finance, a...
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Season 2
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Episode 34
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30:26
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Why Cost Segregation Isn’t Just for Real Estate Investors — with Sean Graham
What if you could cut your tax bill in half—just by owning your building the right way?In this episode, James sits down with Sean Graham of
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Season 2
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Episode 33
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32:54
What Most Accounting Firms Get Wrong About Serving Niche Clients — with Marta Grunberg
You don’t need more clients. You need the right ones—and a system that keeps them.That’s exactly what Marta Grumberg built wit...
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Season 2
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Episode 32
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17:53
Why Traditional Firms Are Falling Behind in a Virtual-First World — with Stoy Hall
What if the old rules for growing your firm no longer applied?No cold calls. No in-person handshakes. No chasing local leads. Just brand, trust, and content that actually converts.In this episode, James sits down w...
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Season 2
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Episode 31
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26:22
What 7-Figure Firms Overlook (That’s Costing Them Thousands) — with Larry Levine
Where is your firm bleeding cash, and what can you do about it?In this episode, James sits down with Larry Levine of P3 Cost Analysts, who works with companies doing $20M to $500M+ to recover tens (sometimes hundreds) of thousands...
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Season 2
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Episode 30
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27:21
The Mindset Shift That Takes High-Performing Firms to the Next Level with Neil Barrow
The most successful accounting professionals don't sell—they consult. This transformative episode with Neil Barrow reveals the crucial mindset shift that separates struggling practitioners ...
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Season 2
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Episode 29
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31:33
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Why You're Quietly Losing Clients (And What Top Firms Do Instead) | with Roger Knecht
Tired of Feeling Like Just Another Number Cruncher? If you're an accountant or bookkeeper stuck in the compliance grind—undervalued, underpaid, and wondering how to position yourself as a strategic advisor—this episode is your wake-u...
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Season 2
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Episode 29
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30:49
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The Financial Blind Spots That Are Holding Your Business Back – With Ken LaCroix
We dive deep into the world of fractional CFOs and their pivotal role in transforming financial strategies for businesses aiming to scale. Our guest, Ken LaCroix, a seasoned fractional CFO, ...
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Season 2
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Episode 28
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34:38
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The Real Reason Your Business Isn't Growing (And How to Fix It) – with Michelle Weinstein
Unlock the secrets to attracting high-paying clients without the dreaded "salesy" vibe. Explore insights with Michelle Weinstein from the
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Season 2
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Episode 27
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25:29
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