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.
Episodes
35 episodes
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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30:13
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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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32:41
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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26:09
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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27:07
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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31:19
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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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30:36
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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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34:24
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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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25:16
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What Most Consultants Get Wrong About High-Ticket Clients (And How to Fix It)—with Stan Sukhinin
Ever wondered how a hedge fund dream turned into a thriving career in financial consultancy? Meet Stan Sukhinin, the fractional CFO advisor from Sorso ...
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Season 2
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Episode 26
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21:31
The Strategies Wall Street Won’t Share with You – Insights from Luigi Rosabianca & Matthew Meehan
Unlock the secrets to thriving in the financial services industry as we bring you an engaging discussion with Luigi Rosabianca and
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Season 2
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Episode 25
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20:48
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The Importance Behind Systems: How to Keep Your Business Running—Even When You Can’t
When unforeseen challenges strike—like losing your laptop and being out sick for a week—your business systems are put to the ultimate test. In this episode, we explore how our tried-and-true processes kept the wheels turning during a tough time...
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Season 2
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Episode 24
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12:46
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How Gamification Can Significantly Increase Client Retention with Bill Dillmeier
Unlock the secrets of financial success with our special guest, BIll Dillmeier, the mastermind behind Aperture Advisors. Journey with us as Bill shares his inspiring transformation from a tr...
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Season 2
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Episode 23
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31:53
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Cutting Costs, Boosting Success: Greg Powell’s Vision for Smarter Financial Strategies
Discover how Greg Powell from Fifth Ridge Ventures is revolutionizing the financial landscape for medium-sized businesses in Atlantic Canada b...
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Season 2
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Episode 22
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27:01
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2024 Reflections: Proven Strategies to Elevate Your Business in 2025
In this solo episode, we’re diving into the strategies that worked wonders in 2024 to help our business—and our clients—achieve growth.From high-intent Local Service Ads and Google Business Profile optimization to leveraging LinkedIn newsle...
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Season 2
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Episode 21
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15:51
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Pivoting from Patients to Profits: Aleksey Kaplan’s Path to CFO Success
Have you ever considered how similar financial planning is to a medical diagnosis? We unravel this intriguing comparison with Aleksey Kaplan from Kaplan CPA<...
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Season 1
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Episode 20
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31:35
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Building Smarter Systems: Brett Linnenkohl’s Blueprint for Scalable Success
What if transforming your business into a well-oiled machine was within reach? Join us for a revealing conversation with Brett Linnenkohl of
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Season 1
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Episode 19
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34:49
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Cracking the Code: James Smith’s Guide to Growing Accounting Firms with Facebook Ads
Unlock the secrets to marketing success with our fascinating guest, James Smith, the innovative mind behind Bright Idea Marketing. From...
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Season 1
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Episode 18
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27:30
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The Path to Success: Garrick Foy on Transforming Accounting Practices and Building Strong Teams
What if you could transform your accounting practice by simply rethinking your team structure and revenue model? Join us as we uncover the story of Garrick Foy from Lone Pine Capit...
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Season 1
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Episode 17
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39:40
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Gary's Guide to Building Lasting Client Relationships in Accounting
Unlock the secrets to transitioning from a liberal arts background to a thriving accounting career with Gary Massey from Massey and C...
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Season 1
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Episode 16
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27:23
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From Numbers to Influence: Charlie Price's Journey to Transforming Accounting Firms
Discover how Charlie Price, the mastermind behind The High Profit Accountant, redefined his career from crunching numbers in the corporate world to becoming a beacon for market...
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Season 1
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Episode 15
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26:54
From Compliance to Advisory: Amanda C Watts’ Guide to Transforming Your Accounting Career
What if you could revolutionize your career from a compliance-based accountant to a sought-after business advisor? Join us as Amanda C. Watts from the Business Advisory Academy shares her journe...
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Season 1
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Episode 14
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32:34
Elevate Your Earnings: Sarah Elliott Webb’s Revolutionary Strategies for Financial Harmony
Unlock the secrets to financial growth and harmonious business relationships with our special guest, Sarah Webb, the visionary founder of Webb CFO. Sarah takes us through her transformative journey from he...
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Season 1
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Episode 13
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26:11
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From Vision to Domination: Rusty Fulling’s Secrets for Leadership and Client Success
Discover the incredible journey of Rusty Fulling, founder of Fulling Management and Accounting, as he reveals the pivotal moments and strategies that have shaped his nearly 25-year career. We promise y...
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Season 1
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Episode 12
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28:42
The Hidden Strategies: Ralph's Insights on Technology and Success in Accounting
Discover the hidden strategies that can propel your accounting practice to new heights. Our conversation with Ralph from Saggio Management unveils the transformative power of technology in the accounting industry. Ralph shares compelling insigh...
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Season 1
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Episode 11
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28:46
