• CFO Chronicles: The Secrets Behind Success

  • De: James Donovan
  • Podcast

CFO Chronicles: The Secrets Behind Success

De: James Donovan
  • Resumen

  • 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.




    © 2025 CFO Chronicles: The Secrets Behind Success
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Episodios
  • Why You're Quietly Losing Clients (And What Top Firms Do Instead) | with Roger Knecht
    Mar 13 2025

    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 advisor—this episode is your wake-up call.

    🎙️ Roger Knecht, President of Universal Accounting Center, breaks down how to transform your bookkeeping or accounting practice into a high-value, profit-driving firm. With over four decades of experience helping professionals escape the transactional trap, Roger reveals the mindset and methods that attract premium clients who actually value your expertise.

    ✅ You’ll learn:

    • Why shifting from task-based work to value-driven strategy changes everything
    • The hidden cost of self-doubt—and how to conquer it
    • The “Accountrepreneur” mindset that separates thriving firm owners from the rest
    • Tina Chandler’s inspiring journey from solo bookkeeper to six-figure success

    🎯 Plus, Roger shares his proven 3-part formula for long-term growth:

    1. Expand your network
    2. Invest in personal development
    3. Adopt a CEO-level approach to your firm

    📍 Want more? Join Roger and other top industry experts at GrowCon 2025, happening May 5–7 in Utah—a hands-on, no-fluff event built for accounting professionals ready to scale, increase profitability, and finally take control of their future.
    Exclusive Listener Discounts:

    • Standard Ticket: Use code JD-250
    • VIP Ticket: Use code JDVIP-250
    • 🔗 Register now : GrowCon 2025
    • Learn more : Universal Accounting School – GrowCon 2025

    This episode could be the turning point in your career. Tune in now—and take the first step toward building the firm you actually want.

    Send us a text

    Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

    Ready to make a shift?

    Book your strategy call today at accountingleadsnow.com

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    31 m
  • The Financial Blind Spots That Are Holding Your Business Back – With Ken LaCroix
    Mar 6 2025

    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 his invaluable experiences and strategies for leveraging financial data, moving beyond gut-instinct decision-making, and harnessing analytical insights for growth.

    Ken illustrates the potential for fractional CFOs to bridge high-level strategy with day-to-day operations, inspiring a data-driven culture that helps businesses avoid pitfalls tied to misinformed decisions. He discusses the critical importance of financial planning and analysis, empowering leaders to look toward future forecasting to inform their decisions. Additionally, Ken emphasizes the need to overcome persistent educational barriers that hinder understanding of fractional CFO value, helping business owners recognize how they can benefit from enhanced financial oversight.

    With his compelling philosophy of relationship-building, Ken reshapes the perception surrounding accounting and consulting, positioning the fractional CFO as an ally dedicated to a client's success rather than just a necessary expense. He sheds light on how technology can streamline financial processes and reveals strategies for elevating financial conversations, ensuring that numerical insights lead to actionable business outcomes.

    Whether you are a small business owner, an aspiring fractional CFO, or a professional looking to boost your financial acumen, this episode offers essential lessons on driving business success. Join us as we explore how to navigate the complexities of modern business and unlock your potential for growth. Don’t forget to subscribe, share, and leave a review!

    Send us a text

    Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

    Ready to make a shift?

    Book your strategy call today at accountingleadsnow.com

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    34 m
  • The Real Reason Your Business Isn't Growing (And How to Fix It) – with Michelle Weinstein
    Feb 27 2025

    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 from finance to entrepreneurial success. We promise you'll master strategies that empower you to communicate your value effectively, freeing yourself from solely relying on referrals. Michelle's structured sales process and eight-week sales mastery course have already helped many firm owners establish themselves as authorities in their fields, and now it's your turn to benefit from her expertise.

    Michelle takes us through the essential steps of positioning yourself as a trusted authority in your niche, enhancing both your professional and personal life. Hear inspiring success stories, including a client's remarkable revenue increase and stress reduction, while understanding the significance of targeting your ideal client. Michelle's own experiences, like her pivotal Shark Tank presentation, serve as a testament to the power of preparation and systematic approaches in achieving business growth. Listen in for actionable strategies that promise to elevate your firm to new heights, all while gaining personal freedom and confidence.

    Send us a text

    Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.

    Ready to make a shift?

    Book your strategy call today at accountingleadsnow.com

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    25 m

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