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CFO Chronicles: The Secrets Behind Success - Podcast

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.



Entrepreneurship Business Marketing Sales
Update frequency
every 7 days
Average duration
28 minutes
Episodes
54
Years Active
2024 - 2025
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From Compliance to Advisory: Amanda C Watts’ Guide to Transforming Your Accounting Career

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 journey int…

00:32:45  |   Thu 21 Nov 2024
Elevate Your Earnings: Sarah Elliott Webb’s Revolutionary Strategies for Financial Harmony

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 f…

00:26:22  |   Thu 14 Nov 2024
From Vision to Domination: Rusty Fulling’s Secrets for Leadership and Client Success

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…

00:28:53  |   Thu 07 Nov 2024
The Hidden Strategies: Ralph's Insights on Technology and Success in Accounting

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 accoun…

00:28:57  |   Thu 31 Oct 2024
Unlocking Financial Growth: Sally Gimon's Guide to Tax Strategies and Wealth Preservation

Unlocking Financial Growth: Sally Gimon's Guide to Tax Strategies and Wealth Preservation

Unlock the secrets to substantial tax savings and financial growth with insights from Sally Gimon, a seasoned real estate investor and tax strategist. Sally's journey from a Medicare broker burdened …

00:25:54  |   Thu 24 Oct 2024
Tech-Driven Financial Advisory: David’s Vision for Revolutionizing Wealth Management

Tech-Driven Financial Advisory: David’s Vision for Revolutionizing Wealth Management

Ever wondered how technology can revolutionize financial advisory services? Join us as we sit down with David, the visionary founder of Harness Wealth, who shares his mission to simplify financial ma…

00:30:06  |   Thu 17 Oct 2024
Leaving the Comfort Zone: Kate McKeever’s Journey to Building a Successful Accounting Firm

Leaving the Comfort Zone: Kate McKeever’s Journey to Building a Successful Accounting Firm

Have you ever wondered if you could thrive after leaving a secure corporate job to start your own business? Meet Kate McKeever, the inspiring owner of Lilac Accounting, who made a courageous leap fro…

00:26:32  |   Thu 10 Oct 2024
From Fence Company Founder to Fractional CFO: Stewart Ervin’s Secrets to Business Turnaround Success

From Fence Company Founder to Fractional CFO: Stewart Ervin’s Secrets to Business Turnaround Success

Unlock the secrets to transforming your business with Stewart Ervin, the mastermind behind Bracket Management. From launching a fence company at just 16 to becoming a distinguished fractional CFO, St…

00:25:07  |   Thu 03 Oct 2024
Unlocking Business Growth: John’s Journey from H&R Block to Billion-Dollar Success

Unlocking Business Growth: John’s Journey from H&R Block to Billion-Dollar Success

Unlock the secrets of unparalleled business growth and discover the principles that drive success with our special guest, John, a trailblazer in the tax and franchise industry. Prepare to be inspired…

00:27:30  |   Thu 26 Sep 2024
The Unexpected Path to Success: Max's Journey in BooXkeeping and Franchising

The Unexpected Path to Success: Max's Journey in BooXkeeping and Franchising

What if the key to your entrepreneurial success lies in the unexpected? Join us as we chat with Max, the visionary founder of BooXkeeping, who shares his incredible journey from a chance encounter to…

00:25:36  |   Thu 19 Sep 2024
Elevate Your Marketing Game: Google LSA Strategies with Justin Feldman

Elevate Your Marketing Game: Google LSA Strategies with Justin Feldman

Ready to take your marketing strategy to the next level? 

Join us for an insightful conversation with my good friend, Justin Feldman, as we explore the benefits of Google Local Service Ads (LSA) and h…

00:31:49  |   Tue 10 Sep 2024
From Hours to Value: Transforming Your Pricing Strategy

From Hours to Value: Transforming Your Pricing Strategy

In this episode of CFO Chronicles: The Secrets Behind Success, we're joined by a special guest, Ryan Shackelford from Shack Accounting. Together, we delve into the critical aspects of pricing strateg…

00:37:15  |   Tue 27 Aug 2024
From Accountant to Fractional CFO: Charles Leikauf's Blueprint for Success

From Accountant to Fractional CFO: Charles Leikauf's Blueprint for Success

Join us for an insightful interview with Charles Leikauf, an experienced fractional CFO and founder of Profit Surge, as we delve into the world of fractional CFO services. In this engaging discussion…

00:18:56  |   Tue 13 Aug 2024
The Power of Curiosity: Dr. William Attaway’s Secrets to Effective Sales and Leadership

The Power of Curiosity: Dr. William Attaway’s Secrets to Effective Sales and Leadership

In our debut episode of CFO Chronicles: The Secrets Behind Success, we sit down with Dr. William Attaway, a renowned executive coach and founder of Catalytic Leadership. With nearly 30 years of exper…

00:25:39  |   Tue 30 Jul 2024
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