『CFO Chronicles: The Secrets Behind Success』のカバーアート

CFO Chronicles: The Secrets Behind Success

CFO Chronicles: The Secrets Behind Success

著者： James Donovan
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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 マネジメント・リーダーシップ マーケティング マーケティング・セールス リーダーシップ 経済学
エピソード
  • How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila

    How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila
    2025/05/22

    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 new clients
    • Why 3 videos outperformed 10 cold emails
    • The $10K mistake most firms make on Instagram
    • How to use social without being “salesy”
    • The easiest way to create 30 days of content in 1 hour

    If you’re not creating content, this episode might change your mind and your pipeline.

    👉 Press play and steal the playbook.

    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

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


    続きを読む 一部表示
    29 分
  • I Spoke on Stage, Signed 100 Books, and Still Felt Like an Imposter

    I Spoke on Stage, Signed 100 Books, and Still Felt Like an Imposter
    2025/05/15

    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 break down what really happened at GrowCon 2025, from battling nerves backstage to booking deals, meeting the team in real life, and learning where our systems still break.

    Here’s what you’ll learn:

    • The ROI of sponsoring high-ticket events (and what most firms get wrong)
    • What happened after my talk that I didn’t expect
    • The moment I realized I’m not the bottleneck in my business anymore
    • How we’re building for scale and what this event exposed in our systems
    • The underrated real value of masterminds and community

    If you’re serious about growing a firm that doesn’t rely on you 24/7 this one’s worth the listen.


    Send us a text

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


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    15 分
  • Spreadsheet Killer: How to Dominate Sales with Zero Experience

    Spreadsheet Killer: How to Dominate Sales with Zero Experience
    2025/05/08

    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 accountant to closer - and the mindset shifts that made it possible.

    We get into:
    – How to make a career leap without starting over
    – Why mindset > tactics in outbound sales
    – What to do when the leads don’t say yes
    – How to stay sharp, take feedback, and actually enjoy the game

    Whether you’re scaling your firm, shifting roles, or just want to get better at closing—this one’s a must-listen.

    Send us a text

    This episode is brought to you by Universal Accounting - the gold standard for accounting professionals who actually want to grow firms, not just do books.

    Whether you're solo, scaling, or somewhere in between, their certification programs in bookkeeping, tax, and advisory give you the tools, confidence, and credibility to serve clients at a higher level and build a real business.
    Get trained. Get certified. Get growing → universalaccounting.com

    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


    続きを読む 一部表示
    22 分

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