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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.
This podcast is brought to you by Bill.com
Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles
Episodes
68 episodes
The Business Model You’re Using Is Outdated (Here's How to Fix It) - with Michael Ly
Still billing by the hour and afraid to raise prices? That’s exactly why you’re stuck.Michael Ly, founder of Reconciled, joins CFO Chron...
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Season 4
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Episode 66
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36:43
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Why So Many Accountants Are Broke by December, Even the Good Ones - With Tony Proctor
Why are so many firm owners flat broke in Q4, even after six-figure tax seasons?Tony Proctor’s been running a firm for 20 years, and he’s seen it all: tax pros who bleed cash ...
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Season 4
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Episode 65
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37:47
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You Don’t Need More Leads, You Need Better Conversations- With Kwame Agyei
Most accounting firms are burning cash on cold leads and broken outreach funnels, but what if that’s not your real growth problem?In this episode, I sit down with Kwame Agyei, founder of Appoynt, to reveal what actually scales firm growt...
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Season 4
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Episode 64
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40:06
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Your Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams
Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.Cameron Williams got fired while expecting his first child. Since then, he’s bui...
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Season 4
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Episode 63
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36:13
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Still Billing by the Hour? It’s Why You Can’t Scale - With Debra Kilsheimer
Most accountants are losing business and don’t even realize it.In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with wha...
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Season 4
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Episode 62
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42:19
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Get a Flood of Inbound Leads with Zero Cold Outreach
You’re not invisible. You’re just not on Google.In this special workshop episode, you'll learn the exact strategy that's generated:$125K of new revenue in 49 days (Shaun)113 inbound calls in 16 days (Shalini)<...
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Season 4
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Episode 61
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59:11
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AI Won’t Kill Your Firm, But This Mistake Will - With Justin White
Most accountants aren't losing to AI, they're losing to their own bad systems.In this episode, we sit down with Justin White, founder of JBookkeeping and a former trades busi...
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Season 3
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Episode 60
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32:27
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The $3M IRS Fix You’ll Never Hear About on TikTok - With Brandon Adjei
Lost your office, denied by FEMA, and broke? Here’s how Brandon Adjei bounced back and saved his clients over $3 million in the process.In this episod...
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Season 3
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Episode 59
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33:11
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Everyone Wants to Be a CFO. Here’s Why Most Will Never Make It - With Kevin Appleby
You’ve done the work. You’ve climbed the ladder. So why does the CFO title still feel out of reach?Kevin Appleby, COO of GrowCFO <...
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Season 3
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Episode 58
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32:05
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You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert
“Are you a real CFO?”That’s the question clients are now asking, because not all “fractional CFOs” are created equal.In this episode, Brett Frevert<...
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Season 3
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Episode 57
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31:41
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The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy.In this episode, Dan reveals how he helps CPAs and hig...
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Season 3
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Episode 56
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39:32
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Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer
She sold her firm for 7 figures with just 56 clients. Here's how she did it.Jackie Meyer, CPA, founder of TaxPlanIQ and leader of the ...
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Season 3
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Episode 55
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25:57
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Stop Building a Business That Steals Your Freedom - Jaime Rodriguez
He scheduled his wedding around payroll. That’s when he knew something had to change.Jaime Rodriguez, CEO of Bookkeepers.com, has helped over 17,000 students turn their skill into a scalable business. In this episode, he shares th...
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Season 3
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Episode 54
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30:59
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AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe
AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.In this episode, Daniel Moshe, CEO of TechGuru, breaks down how...
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Season 3
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Episode 53
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34:25
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Why Profit Isn’t Enough And What Most Founders Get Dead Wrong - With Daniel Dickeson
Working 7 days a week. No vacations. $36K a year. Then a CFO stepped in and changed everything.In this episode, Daniel Dickeson, founder of Atlas CFO Solutions, ...
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Season 3
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Episode 52
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41:37
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The One CFO Skill That Can Save (or Kill) Your Business - With Jack Weinstein
Scaling doesn’t kill companies, confusion does. And most founders are flying blind.In this episode, Jack Weinstein, fractional CFO and former Fox exec, shares what he...
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Season 3
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Episode 51
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36:56
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The Productivity Gap You Can’t See (Until It’s Too Late) - With Rhamy Alejeal
Losing one hire can cost you 4+ months of productivity and most founders never see it coming.In this episode, Rhamy Alejeal, CEO of People Processes, breaks down the blind spots kil...
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Season 3
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Episode 50
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42:50
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The Mistake That Nearly Bankrupted Him (And Is Quietly Killing Most Businesses) - With Mike Milan
You're making money. So why are you always chasing cash?Mike Milan aka Cash Flow Mike has built 14 businesses and now teaches accountants and business owners how to sta...
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Season 3
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Episode 49
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33:38
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He’s Interviewed Hundreds of Accounting Leaders - This Is What They All Miss
Most firms wait to adapt, Gary DeHart built a media empire by doing the opposite. As the publisher of Insightful Accountant and founder o...
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Season 3
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Episode 48
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35:01
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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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34:09
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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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30:41
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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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26:23
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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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25:07
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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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28:29
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