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CFO Chronicles: The Secrets Behind Success

CFO Chronicles: The Secrets Behind Success

Von: 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.

© 2026 CFO Chronicles: The Secrets Behind Success
Management & Leadership Marketing & Vertrieb Ökonomie
  • This Accountant Built His Own Payroll Software, Because No One Else Would - With Brian Clare
    Jan 15 2026

    Most accountants talk about innovation. Brian Clare actually builds it. From killing time tracking to launching his own payroll software for Canadian accountants, Brian isn't just running a firm, he’s engineering the next wave of how firms work.

    In this episode:

    • Why hourly billing is killing your margins
    • How turning down the wrong clients changed everything
    • The cost of hiring late and why he hired ops before he needed to
    • Behind the scenes of building a brand-new payroll tool from scratch
    • How he manages two companies without burning out

    🔍 Whether you’re stuck in legacy pricing or flirting with product dev, this is a masterclass in firm design, ops delegation, and bold decisions.

    📍 Learn more: https://www.xyblueprint.com

    📱 Connect with Brian on LinkedIn: https://www.linkedin.com/in/briangclare/

    Send us a text

    Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

    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


    Mehr anzeigen Weniger anzeigen
    32 Min.
  • Miss This Window and You'll Regret It: Why He's Buying Firms in 2026 - With Nik Watson
    Jan 8 2026

    What if you could own a thriving accounting firm without a CPA, EA, or even industry experience?

    Nik Watson did just that at 23 years old. After four failed startups and zero accounting background, he landed his first acquisition using a personalized pitch deck and the grit most people avoid.

    In this episode, Nik shares:
    • Why value-based pricing and 3-tier offers aren’t optional in 2025
    • The exact tools and AI stack he’s using to stay lean
    • The mistake most buyers make that kills the deal
    • His transition from marketing agency to tax firm owner

    This episode is for anyone who’s looking at M&A, firm expansion, or just done billing by the hour.

    🔗 Connect with Nik: https://www.linkedin.com/in/nik-watson/

    🎧 Listen now. You'll walk away with ideas you can actually apply.

    Send us a text

    Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

    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


    Mehr anzeigen Weniger anzeigen
    34 Min.
  • I Almost Shut It All Down in July. Here’s Why I Didn’t.
    Jan 1 2026

    2025 nearly broke me.
    Clients dropped. Revenue cratered. My dream car? Totaled by a dump truck, with no one inside. At our lowest, we were bleeding over $12,000/month.

    But we didn’t quit. And by November, we closed 10 new clients in a month and had our first $15K cash day.

    In this special New Year’s edition, I walk through the real story behind the posts: the burnouts, breakthroughs, and the shift that brought us back.

    What I cover:

    • The exact moment I considered shutting it all down
    • Why discounting for quick cash nearly wrecked us
    • The “Mexico Meltdown” that set off the chaos
    • The daily habits that pulled me out
    • 3 muscles I had to build to survive the year

    If you're in a tough season… listen to this.

    You're not behind. You're not broken. You're being forged.

    👉 Subscribe, share, and message me if this hits.
    Let’s make 2026 the comeback year, together.

    Send us a text

    Don’t miss out! Subscribe, rate, and review CFO Chronicles to help others discover these insights. Ready to transform your growth strategy? Connect with me on LinkedIn, and book your strategy call at accountingleadsnow.com to position yourself as the advisor clients truly need.

    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


    Mehr anzeigen Weniger anzeigen
    28 Min.
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