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CFO Chronicles: The Secrets Behind Success

CFO Chronicles: The Secrets Behind Success

By: 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.


This podcast is brought to you by Bill.com

Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

© 2025 CFO Chronicles: The Secrets Behind Success
Economics Leadership Management & Leadership Marketing Marketing & Sales
Episodes
  • You Don’t Need More Leads, You Need Better Conversations- With Kwame Agyei
    Nov 27 2025

    Most accounting firms are burning cash on cold leads and broken outreach funnels, but what if that’s not your real growth problem?

    In this episode, I sit down with Kwame Agyei, founder of Appoynt, to reveal what actually scales firm growth: community, relationships, and real conversations. Kwame´s built a global team across Africa and shares how showing up in person has done more for growth than any automation ever could.

    We talk about:

    • Why cold outreach flopped (and what to do instead)
    • The underrated power of in-person networking
    • How US firms can tap top-tier talent from Ghana (and why it works)
    • The mindset shift from operator to builder
    • Why your first hire overseas is more about culture fit than cost

    This isn’t about theory, it’s what’s working now for firms trying to scale lean and smart.

    • Connect with Kwame on LinkedIn:
      https://www.linkedin.com/in/kwame-agyei-b3ab1333/

    • Learn more about Appoynt: https://www.appoynt.co.uk/

    Send us a text

    This episode is brought to you by Bill.com

    Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

    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
    40 mins
  • Your Bookkeeping Isn’t Broken. Your Strategy Is - With Cameron Williams
    Nov 20 2025

    Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not.

    Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team.

    In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk:

    • Why bookkeeping alone is a race to the bottom
    • The mindset shift that helped him raise prices and set boundaries
    • The #1 mistake accountants make trying to “do marketing”
    • How touchpoints and trust-building are key to scaling a firm
    • What most fractional CFOs misunderstand about sales

    👉 If you want clients who stay, pay well, and refer others, don’t skip this one.

    Cameron shares what’s working right now and what wasted his time.

    🔗 Connect with Cameron Williams:
    Website: www.kynliconsulting.com
    LinkedIn: https://www.linkedin.com/in/cameronwilliams11/

    Send us a text

    This episode is brought to you by Bill.com

    Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

    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
    36 mins
  • Still Billing by the Hour? It’s Why You Can’t Scale - With Debra Kilsheimer
    Nov 13 2025

    Most accountants are losing business and don’t even realize it.

    In this episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).

    Debra Kilsheimer joins to share what actually drives client loyalty, why she ditched hourly billing decades ago, and how she built her firm "Behind the Scenes Accounting" that runs on relationships, not reports.

    You’ll learn:

    • The 3 questions that close high-value clients fast
    • Why your financial reports are being ignored
    • The hidden price of sticking to “industry best practices”
    • How small touches (like a handwritten note or birthday call) get remembered longer than your year-end package

    📲 Want to connect with Debra? Reach out on LinkedIn or email her at debra@bsfaccounting.com.

    This one will have you rethinking everything from pricing to client retention. Hit play now.

    Send us a text

    This episode is brought to you by Bill.com

    Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business and get that free grill at http://bill.com/cfochronicles

    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
    42 mins
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