• Your Next Client is Literally Searching for You, But You’re Invisible - With Jeremy Estey
    Jul 3 2025

    88% of buyers start on Google, but if your firm isn’t showing up, you don’t exist.⚠️


    Referrals won’t scale. SEO alone won’t save you. And “trying out” paid ads without a strategy? That’s just burning cash.

    In this episode of CFO Chronicles, we’re joined by Jeremy Estey of Amber Sky Marketing, a Google Ads strategist helping firms across North America get seen, clicked, and hired. We unpack the hard truths firms need to hear in 2025, including:

    • Why Google Ads now outperform SEO by default
    • How to spend just $500 and actually get real insights
    • The search terms your next CFO client is already typing
    • Why vague, generalist messaging is killing your ROI
    • What AI-powered search means for your visibility (and what to do now)

    If you’ve ever said, “We tried ads and they didn’t work,” this episode will show you exactly why, and how to fix it.


    Listen now or get left behind.

    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


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    29 mins
  • Your Firm Is Growing, But Not Scaling. Here’s Why - With Michael Straza
    Jun 26 2025

    Growth ≠ scale, and too many founders learn that the hard way.

    In this episode, I sit down with Michael Straza of Straza Consulting to unpack what actually holds back firms from reaching the next level and why more sales won’t fix a broken structure.

    They dive into:

    • The difference between running a business and truly being in control
    • Why poor delegation crushes growth (and team morale)
    • How Straza helped firms jump from $5M to $15M, then rebuilt profit
    • Real stories of operational friction, founder bottlenecks, and burnouts
    • How to tell if your company’s outgrown its team (and what to do next)

    If your firm is scaling in size but not in profit or if you’re starting to feel like the bottleneck, this episode will help you reset your foundation and scale the right way.

    👉 Tap play and learn how to grow past $10M without breaking your business.

    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


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    32 mins
  • 2,600 CFOs. 1 Global Community. What Jack McCullough Learned from Leading Them All
    Jun 19 2025

    2,600 CFOs. 100+ interviews. One framework every advisory-first firm should know.

    Jack McCullough, founder of the CFO Leadership Council and host of the globally ranked Secrets of Rockstar CFOs podcast, shares what the best financial leaders do differently, and how to position your firm for where the industry is going.

    This episode covers:

    • The CREATE Framework: 6 traits great CFOs consistently show
    • Why strategic thinking now matters more than technical skill
    • How to build CEO-level trust as a financial advisor
    • Lessons from interviewing 100+ top CFOs across industries
    • The mindset shift separating the rising stars from the stuck

    Whether you're building your firm or advising one, this is the playbook serious leaders are listening to.

    Want to connect with Jack?
    Text: 617-678-0957
    Email: jack@cfolc.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


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    30 mins
  • From 4.5 Years in Prison to a 7-Figure Multi-State Firm - With Patience Jackson Rose
    Jun 12 2025

    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 Jackson 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


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    37 mins
  • Why 97% of Fractional CFOs Fail to Hit 7-Figures (Mark Gandy’s No-Nonsense Playbook)
    Jun 5 2025

    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

    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


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

    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

    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


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    27 mins
  • How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila
    May 22 2025

    7 clients. 30 posts. One phone.


    Jeremy Davila didn’t wait to “feel ready” - he built a client pipeline with raw, consistent content.

    In this episode, we break down:

    • The exact content that brought in new clients
    • Why 3 videos outperformed 10 cold emails
    • The $10K mistake most firms make on Instagram
    • How to use social without being “salesy”
    • The easiest way to create 30 days of content in 1 hour

    If you’re not creating content, this episode might change your mind and your pipeline.

    👉 Press play and steal the playbook.

    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


    Show More Show Less
    29 mins
  • I Spoke on Stage, Signed 100 Books, and Still Felt Like an Imposter
    May 15 2025

    I walked off stage and knew our business had just leveled up.

    This wasn’t just a marketing play,it was a career milestone, a systems test, and a visibility machine rolled into one.

    In this episode, I break down what really happened at GrowCon 2025, from battling nerves backstage to booking deals, meeting the team in real life, and learning where our systems still break.

    Here’s what you’ll learn:

    • The ROI of sponsoring high-ticket events (and what most firms get wrong)
    • What happened after my talk that I didn’t expect
    • The moment I realized I’m not the bottleneck in my business anymore
    • How we’re building for scale and what this event exposed in our systems
    • The underrated real value of masterminds and community

    If you’re serious about growing a firm that doesn’t rely on you 24/7 this one’s worth the listen.


    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


    Show More Show Less
    15 mins