『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
  • From 4.5 Years in Prison to a 7-Figure Multi-State Firm - With Patience Jackson
    2025/06/12

    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 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


    続きを読む 一部表示
    37 分
  • Why 97% of Fractional CFOs Fail to Hit 7-Figures (Mark Gandy’s No-Nonsense Playbook)
    2025/06/05

    97% of CFO consultants never crack 7-figures

    Mark Gandy’s been breaking the mold since 2001. With a 98% close rate, 250+ podcast episodes. He’s living proof that the “fractional CFO” label is killing your growth.

    In this episode, he shares:


    🔑 The #1 sales secret that closes more deals than any pitch deck
    ⚡️ Why recurring revenue might actually hurt your growth
    🚀 How referrals alone fuel his million-dollar business and why it works
    💥 The mindset that took him from Big 8 burnout to a thriving 20+ year CFO practice

    If you’re tired of playing small, this episode is your roadmap to real success.

    Send us a text

    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.

    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
  • From Layoff to FBI Whistleblower: The Wild Path to Success - with Andrew Jordan
    2025/05/29

    Fired. Depressed. Then tapped by the FBI.


    Andrew Jordan’s story isn’t a straight line - it’s a masterclass in resilience, reinvention, and building a firm the right way.

    In this episode, we unpack:

    • The real story behind a $20M fraud scandal (and Andrew’s whistleblower role)
    • How getting fired sparked the growth of Jordan CPA
    • What it takes to build a 12-person firm with EOS and zero burnout
    • The single best move Andrew made after losing everything

    This one’s part cautionary tale, part playbook.
    If you’ve ever hit rock bottom or feared it, this is your roadmap back up.

    👉 Press play to hear how Andrew turned failure into fuel.

    Send us a text

    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.

    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
    27 分

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