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.
- Update frequency
- every 7 days
- Average duration
- 28 minutes
- Episodes
- 54
- Years Active
- 2024 - 2025
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, breaks down how he turned a struggling…
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’s learned advising 50+ entrepren…
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 killing your team's e…
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 stay cash-rich and debt-free.
In th…
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 of the Top 100 ProAdvisor Awards, Gary shares:
- What 10+ years of…
He Spotted a $500K Payroll Leak. The Owner Had No Idea.
Losing $100K/month and didn’t know it.
Until Sonny Grappone showed up.
In this episode, the founder of Precision Accounting & Consulting breaks down the real reason most businesses stall financially (…
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 Glass Wallet Ventures, joins CFO Chronicles to share why even suc…
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 Tom Schultz…
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 was normal, Rachel Phillips owner of Fully Accou…
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…
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 to unpack what actually holds back firms from reaching the next leve…
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 Secrets of Rockstar CFOs podcas…
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 tha…
Why 97% of Fractional CFOs Fail to Hit 7-Figures (Mark Gandy’s No-Nonsense Playbook)
97% of CFO consultants never crack 7-figures
Mark Gandy’s been breaking the mold since 2001. With a 98% close rate, 250+ podcast episodes. He’s living proof that the “fractional CFO” label is killing …
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 right way.
In this episode, we unpack:
- The…
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 ne…
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 b…
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 never looked back. In this episode, we unpack her journey from acc…
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 Attract Accounting to break down the mindset, systems, and strategy behind one of…
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 former investment banker turned fractional CFO, to unpack the real reason most firm owners…