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CFO Chronicles: The Secrets Behind Success

CFO Chronicles: The Secrets Behind Success

By: James Donovan
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About this listen

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.



© 2025 CFO Chronicles: The Secrets Behind Success
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Episodes
  • Your Firm Is Growing, But Not Scaling. Here’s Why - With Michael Straza
    Jun 26 2025

    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 level and why more sales won’t fix a broken structure.

    They dive into:

    • The difference between running a business and truly being in control
    • Why poor delegation crushes growth (and team morale)
    • How Straza helped firms jump from $5M to $15M, then rebuilt profit
    • Real stories of operational friction, founder bottlenecks, and burnouts
    • How to tell if your company’s outgrown its team (and what to do next)

    If your firm is scaling in size but not in profit or if you’re starting to feel like the bottleneck, this episode will help you reset your foundation and scale the right way.

    👉 Tap play and learn how to grow past $10M without breaking your business.

    Send us a text

    This episode is brought to you by Bill.com

    • Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

    Ready to turn your firm into a lead-generating, profit-driving machine?
    We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

    Let’s map out your growth plan together → Book your free strategy call


    Show more Show less
    32 mins
  • 2,600 CFOs. 1 Global Community. What Jack McCullough Learned from Leading Them All
    Jun 19 2025

    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 podcast, shares what the best financial leaders do differently, and how to position your firm for where the industry is going.

    This episode covers:

    • The CREATE Framework: 6 traits great CFOs consistently show
    • Why strategic thinking now matters more than technical skill
    • How to build CEO-level trust as a financial advisor
    • Lessons from interviewing 100+ top CFOs across industries
    • The mindset shift separating the rising stars from the stuck

    Whether you're building your firm or advising one, this is the playbook serious leaders are listening to.

    Want to connect with Jack?
    Text: 617-678-0957
    Email: jack@cfolc.com

    Send us a text

    This episode is brought to you by Bill.com

    • Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

    Ready to turn your firm into a lead-generating, profit-driving machine?
    We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

    Let’s map out your growth plan together → Book your free strategy call


    Show more Show less
    30 mins
  • From 4.5 Years in Prison to a 7-Figure Multi-State Firm - With Patience Jackson Rose
    Jun 12 2025

    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 that took her from wrongful conviction to running multiple businesses across the U.S.

    What we cover:

    • 💰 How she doubled, then tripled, then quadrupled her revenue in 3 years
    • 📈 Took one client from $5M to $12M in just 90 days
    • 🧱 Built a nonprofit + for-profit model that feeds sustainable growth
    • 🧠 Developed “backward business planning” - a framework built inside prison
    • 🤝 Now coaching 7- and 8-figure CEOs on clarity, numbers, and leadership

    This isn’t fluff or theory. It’s the hard-earned playbook behind real growth.

    👉 If you lead a firm and want to build something unshakable - this episode is your map.

    Send us a text

    This episode is brought to you by Bill.com

    • Get Started with BILL. BILL Spend & Expense isn't your typical expense software - it's a powerful, free platform that works with the BILL Divvy Card to put you in control. We're talking credit lines from $50,000 all the way up to $5 million. That's fuel for expansion, strategic investment, and seizing those critical opportunities. See how BILL Spend & Expense can transform your business now at bill.com/promo500. Terms and conditions apply.

    Ready to turn your firm into a lead-generating, profit-driving machine?
    We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.

    Let’s map out your growth plan together → Book your free strategy call


    Show more Show less
    37 mins
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