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 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 Maven Cost Segregation to unpack the most overlooked tax st…
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 with Grumberg Accounting: a hands-free, high-retention accounting service t…
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, Ja…
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 (s…
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 from those…
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 a…
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, shares hi…
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 Abundant Accountant, as she shares her transformative journey…
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 in Austin, Texas, who did just that. At fifteen,…
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 Matthew Meehan from Shield Advisory Group. With their journey from t…
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 processe…
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 traditional…
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 by introducing the innovative role of fractional CFOs. Gre…
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 o…
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, who shares his unconventional journey fro…
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 Evergreen Strategic Systems as he unveils his journey from…
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 his early days as a technology-enthused child to becoming a lea…
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 Capital, whose childhood…
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 Company CPA. Gary's journey from global accounting firms to launchi…
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 marketing consulting in the a…