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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.
Episodes
Everyone Wants to Be a CFO. Here’s Why Most Will Never Make It - With Kevin Appleby
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You’re Not a Real CFO (Yet): Why Most Firms Never Land High-Value Clients - With Brett Frevert
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The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
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Most Accountants Are Giving Away Their Most Valuable Work - With Jackie Meyer
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Stop Building a Business That Steals Your Freedom - Jaime Rodriguez
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AI Isn’t the Future of Accounting, It’s Already Killing Off the Old Way - With Daniel Moshe
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Why Profit Isn’t Enough And What Most Founders Get Dead Wrong - With Daniel Dickeson
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The One CFO Skill That Can Save (or Kill) Your Business - With Jack Weinstein
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The Productivity Gap You Can’t See (Until It’s Too Late) - With Rhamy Alejeal
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The Mistake That Nearly Bankrupted Him (And Is Quietly Killing Most Businesses) - With Mike Milan
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He’s Interviewed Hundreds of Accounting Leaders - This Is What They All Miss
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He Spotted a $500K Payroll Leak. The Owner Had No Idea.
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Burnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for That
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Founders, You’re Leaking Profit, Here’s Where It’s Going - With Tom Schultz
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This Firm Ditched the Office and Doubled Team Retention - Rachel Phillips
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Your Next Client is Literally Searching for You, But You’re Invisible - With Jeremy Estey

Your Firm Is Growing, But Not Scaling. Here’s Why - With Michael Straza
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2,600 CFOs. 1 Global Community. What Jack McCullough Learned from Leading Them All
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From 4.5 Years in Prison to a 7-Figure Multi-State Firm - With Patience Jackson Rose
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Why 97% of Fractional CFOs Fail to Hit 7-Figures (Mark Gandy’s No-Nonsense Playbook)
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From Layoff to FBI Whistleblower: The Wild Path to Success - with Andrew Jordan
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How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila
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I Spoke on Stage, Signed 100 Books, and Still Felt Like an Imposter
