Couverture de CFO Chronicles: The Secrets Behind Success

CFO Chronicles: The Secrets Behind Success

CFO Chronicles: The Secrets Behind Success

De : James Donovan
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À propos de cette écoute

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
Direction Economie Management et direction Marketing et ventes
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    Épisodes
    • He’s Interviewed Hundreds of Accounting Leaders - This Is What They All Miss
      Aug 7 2025

      Most firms wait to adapt, Gary DeHart built a media empire by doing the opposite.


      As the publisher of Insightful Accountant and founder of the Top 100 ProAdvisor Awards, Gary shares:

      • What 10+ years of ProAdvisor data reveals about firm success
      • How small firms can punch above their weight at industry events
      • Why AI is not optional (and where to start if you’re behind)
      • Leadership lessons from military training that apply to accounting
      • What’s coming next at Scaling New Heights and Intuit Connect

      🎓 Plus: Details on his Be Insightful training platform for firm owners

      📬 Want to connect with Gary

      • Visit insightfulaccountant.com
      • or find him on LinkedIn under Gary DeHart

      🎧 Hit play to stay ahead of the curve and make smarter moves this year.

      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


      Afficher plus Afficher moins
      35 min
    • He Spotted a $500K Payroll Leak. The Owner Had No Idea.
      Jul 31 2025

      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


      Afficher plus Afficher moins
      34 min
    • Burnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for That
      Jul 24 2025

      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


      Afficher plus Afficher moins
      31 min
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