CFO Chronicles: The Secrets Behind Success Podcast By James Donovan cover art

CFO Chronicles: The Secrets Behind Success

CFO Chronicles: The Secrets Behind Success

By: James Donovan
Listen for free

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.




© 2025 CFO Chronicles: The Secrets Behind Success Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • Spreadsheet Killer: How to Dominate Sales with Zero Experience

    Spreadsheet Killer: How to Dominate Sales with Zero Experience
    May 8 2025

    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 CPA 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


    Show more Show less
    22 mins
  • From $0 to Baton Rouge’s #1 Accounting Firm in 3 Years — with John Roberts Jr.

    From $0 to Baton Rouge’s #1 Accounting Firm in 3 Years — with John Roberts Jr.
    May 1 2025

    He scaled a firm 5x in 3 years—and didn’t burn out doing it.

    In this episode, James sits down with John Roberts Jr. of Attract Accounting to break down the mindset, systems, and strategy behind one of the fastest-growing firms in the country.

    You’ll learn:

    • How John bought his first firm with no money down
    • Why building SOPs before hiring paid off fast
    • The masterminds that changed everything
    • How his team helped land an $70M client exit
    • What’s next—and why most firms won’t get there

    👉 If you’re ready to grow like a business, not a freelancer—this one’s non-negotiable.

    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
    Show more Show less
    34 mins
  • What Happens When a CFO Thinks Like a CEO - with Tom Dillon

    What Happens When a CFO Thinks Like a CEO - with Tom Dillon
    Apr 24 2025

    What if your biggest bottleneck… was you?

    In this episode, James sits down with Tom Dillon of Frak Finance, a former investment banker turned fractional CFO, to unpack the real reason most firm owners stall out- and what it takes to scale beyond the “one-man band” model.

    You’ll learn:

    • Why hiring before you're ready is often the smartest move
    • How to remove emotion from high-stakes financial decisions
    • The moment Tom knew he had to fire himself- and what happened next
    • What most fractional CFOs overlook when it comes to client growth
    • How to build a team that operates with calm, confidence, and clarity

    👉 If you’re serious about building a sustainable firm with real infrastructure - not just a job you own - this conversation will flip the switch.

    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


    Show more Show less
    30 mins
adbl_web_global_use_to_activate_webcro805_stickypopup
No reviews yet