『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.


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
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
  • He Spotted a $500K Payroll Leak. The Owner Had No Idea.
    2025/07/31

    Losing $100K/month and didn’t know it.
    Until Sonny Grappone showed up.

    In this episode, the founder of Precision Accounting & Consulting breaks down the real reason most businesses stall financially (hint: it’s not marketing or sales).

    🎧 What you’ll learn:

    • The $500K payroll spike a client missed
    • Why 75% of contractors can’t track profit per job
    • The #1 red flag Sonny sees on balance sheets
    • How he used ERC to build a 7-figure firm (by the book)
    • What founders get wrong about accounting (and how to fix it)

    If you’ve ever thought "we’re doing fine," this is your wake-up call.

    📬 Connect with Sonny:
    → sgr@precisionaccountingconsulting.com
    → precisionaccountingconsulting.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


    続きを読む 一部表示
    34 分
  • Burnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for That
    2025/07/24

    If your team disappeared tomorrow, would your business survive?


    Most founders build fast, but not to last. Sharrin Fuller, founder of Glass Wallet Ventures, joins CFO Chronicles to share why even successful businesses stall (or collapse) when leadership ignores the endgame.

    Inside this episode:
    • How Sharrin rebuilt everything after firing 10+ team members
    • Why documentation, not hustle, determines whether you scale
    • Her method for “cloning” your role so you can finally step back
    • The project management mistake that could kill your momentum
    • Real talk on fractional leadership, remote ops, and founder blind spots

    💡 Plus: Sharrin’s funniest career pivots (yes, they include Costco and nail salons)

    📬 Want to connect with Sharrin?
    Visit glasswalletventures.com her courses, templates, and contact details are all there.

    🎙 Hit play. Then fix what’s breaking behind the scenes before it breaks you.

    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


    続きを読む 一部表示
    31 分
  • Founders, You’re Leaking Profit, Here’s Where It’s Going - With Tom Schultz
    2025/07/17

    You’re not broke, but you might be bleeding.


    What if your biggest profit leak isn’t your pricing or marketing… but the decisions you’re not even tracking?

    🎙 In this episode, fractional CFO Tom Schultz (48+ clients, $1M - $80M businesses) breaks down:


    • The hidden cost of founder “gut calls”
    • What really happens when you scale without financial structure
    • Why money in the bank ≠ a healthy business
    • The mindset shift that separates operators from real CEOs
    • The hiring mistake that quietly kills growth

    ⏳ This episode might save you six figures, or years of rework.

    📬 Want to connect with Tom?
    Reach him via LinkedIn or at CFO2Fractional.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


    続きを読む 一部表示
    27 分
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