“Are you a real CFO?”

That’s the question clients are now asking, because not all “fractional CFOs” are created equal.

In this episode, Brett Frevert (Founder of CFO Systems, Inc. and 9-time Inc. 5000 awardee) breaks down:

• Why “bookkeeper to CFO in 90 days” is hurting the industry
• The 4 levels of business conversations and why most pros are stuck at level one
• Why your newsletter is probably repelling high-value clients
• How to land $10K+ clients through old-school strategy, not funnels
• The branding mistake that makes real firms look generic

This is a behind-the-scenes look at what it actually takes to grow a legitimate CFO firm, without burning out or cutting corners.

🧠 Brett also shares how CFO Systems helped a small-town firm turn a $3M loss into a $5M gain and why finance professionals should think more like heart surgeons, not generalists.

🔗 To connect with Brett, visit CFOSystemsLLC.com
or reach out directly on LinkedIn: Brett Frevert

Send us a text

• 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 bill.com/cfochronicles
  
  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

$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy.

In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook.

You’ll learn:

• Why mortgages are one of the worst financial tools
• How W-2 earners can legally offset massive tax burdens
• The strategy that turned a $2M tax bill into nearly $0
• Why most CPAs miss this and how to stop leaving money on the table

⏳ This isn’t theory. It’s the strategy behind $40M+ in real savings.

📍Connect with Dan at TaxEquityPros.com
or on LinkedIn

Hit play. Even the IRS would want to hear this.

Send us a text

• 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 bill.com/cfochronicles
  
  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

She sold her firm for 7 figures with just 56 clients. Here's how she did it.

Jackie Meyer, CPA, founder of TaxPlanIQ and leader of the proactive accounting movement, is done watching firms burn out and undercharge.

In this episode, she breaks down:

• The ROI method that turns tax advice into a 5-figure service
• How to quote tax planning with confidence (even if you hate sales)
• What’s killing firms from the inside and how she rebuilt hers
• Why advisory isn’t just a service, it’s your survival strategy

📚 First sneak peek at her new book The Balanced Millionaire: Advisor Edition
📍 Connect with Jackie at jackiecpa.com
🔗 Free workbook: TaxPlanIQ.com

⏳ If you’re still stuck in compliance mode, this episode is your wake-up call.

Send us a text

• 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 bill.com/cfochronicles
  
  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

He scheduled his wedding around payroll. That’s when he knew something had to change.

Jaime Rodriguez, CEO of Bookkeepers.com, has helped over 17,000 students turn their skill into a scalable business. In this episode, he shares the real lessons that most freelancers and early-stage business owners miss:

• The two personality types that sabotage their own growth
• The SOP mistake that stalled his own firm
• Why most freelancers chase the wrong kind of “rich”
• How to build a business that gives back your freedom

This one’s part gut check, part blueprint and it might just save you years of wheel-spinning.

🔗 Learn more at: bookkeepers.com

📲 Find Jaime on LinkedIn & Facebook (@jaime.at.bookkeepers)

Send us a text

• 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 bill.com/cfochronicles
  
  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

AI isn’t coming for accounting, it’s already here. And it’s quietly rewriting who wins and who falls behind.

In this episode, Daniel Moshe, CEO of TechGuru, breaks down how smart firms are already using AI, cybersecurity, and modern tech stacks to:

• Attract better-fit clients (and actually land them)
• Add capacity without burning out staff
• Win more proposals by proving security and compliance
• Automate the admin, elevate the advisory

You’ll also hear Daniel’s bold predictions for where AI-driven client acquisition is headed and why peer groups and human trust will matter more than ever.

💻 Learn more at: www.techguruit.com

🔗 Connect with Daniel on LinkedIn: linkedin.com/in/danielmoshe

Send us a text

• 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 bill.com/cfochronicles
  
  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

Working 7 days a week. No vacations. $36K a year. Then a CFO stepped in and changed everything.

In this episode, Daniel Dickeson, founder of Atlas CFO Solutions, breaks down how he turned a struggling salon into a 6-figure business without scaling chaos or hustle culture.

You’ll learn:

• Why cash flow beats profit, every time
• How to spot silent killers in your pricing and expenses
• The shift from financial chaos to true clarity
• How founders can finally make their business work for them

He’s helped healthcare companies, salon owners, and entrepreneurs escape burnout and finally get control back. This one’s for anyone stuck spinning wheels in the dark.

💼 Want to connect with Daniel?
Email: dan@atlascfosolutions.com

Website: atlascfosolutions.com

Phone: 860-865-4924

Send us a text

• 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 bill.com/cfochronicles
  
  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

Scaling doesn’t kill companies, confusion does. And most founders are flying blind.

In this episode, Jack Weinstein, fractional CFO and former Fox exec, shares what he’s learned advising 50+ entrepreneurs, from zero to $25M in revenue:

• The hiring trap that derails scaling teams
• What financial firepower really means (and why most businesses don’t have it)
• The difference between a controller and a real CFO
• Why growth without clarity = chaos

Jack also shares how he turned a run-down chicken plant into a pharma facility doing 8-figures a year and what he’d never do again.

💼 Connect with Jack at pacfins.com

Send us a text

• 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 bill.com/cfochronicles
  
  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

Losing one hire can cost you 4+ months of productivity and most founders never see it coming.

In this episode, Rhamy Alejeal, CEO of People Processes, breaks down the blind spots killing your team's efficiency and what elite companies do differently:

• Why your onboarding is leaking revenue
• The math behind a single bad offboarding
• How to design people processes that scale without drama
• Why "employee experience" isn’t fluffy, it’s financial

If you’ve got 5+ employees and want to hit your next level without burning out or bleeding cash, this one’s for you.

📞 Connect with Rhamy: peopleprocesses.com/partner

🛠 Free resources & tools at the end of the episode

Send us a text

• 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 bill.com/cfochronicles
  
  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