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You're exhausted. You keep telling yourself it's just tax season. But deep down, you know it's been longer than that. Randy Crabtree pulled over at a phone booth to quit his job and become a CPA. He built a firm, burned out, sold it, co-founded Tri-Merit Specialty Tax and landed on the Inc. 5000 three years running. Then a stroke in 2014 forced him to rethink everything. In this conversation, Randy gets real about what burnout actually looks like before it takes you down, why niching down acc...
A West Point grad invites you to shoot fully automatic machine guns and drink bourbon. You go. You meet a fractional CFO. Three months later, he's a multi-thousand dollar a month client. That's not a marketing strategy. That's Sean Duncan's life and it's only the opener. Sean built the largest accounting firm in Frisco, Texas, then torched two-thirds of his revenue on purpose and rebuilt around a fixed-fee, proactive advisory model before anyone in the industry had a name for it. In this conv...
You're grinding through tax season wondering when it gets easier. What if the answer isn't working more, it's being more intentional about what you build and who you build it with? Katie Helle walked away from a 15-year career at a traditional firm, launched Scaled Accounting, and hit capacity faster than she ever planned. Her growth engine? Referral partnerships with financial advisors, real relationships built at conferences, and online communities where firm owners actually send each othe...
Most accounting firms don’t lose deals because of price. They lose them because they explain too much. In this episode, Brian Merrill breaks down why prospects say “I need to think about it” and what’s actually happening on your sales calls. Key takeaways: why too much information kills dealshow to simplify your offer so prospects say yes fasterhow to control the sales conversation without sounding pushywhat top-performing firms do differently when sellingIf your calls are turning into long e...
We recorded 70+ episodes of CFO Chronicles. Incredible guests. Great conversations. And we still hit pause. Not because we ran out of ideas, because something wasn't working. So we scrapped the name, retooled the format, and came back with one rule: if you can't apply it by Monday morning, it doesn't make the show. Welcome to the Accounting Leads Now Podcast. In this episode, we break down exactly what's changing, what we're doubling down on, and what you can expect from here. Less theo...
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 marginsHow turning down the wrong clients changed everythingThe cost of hiring late and why he hired ops before he needed toBehind the scenes of building a brand-new payroll tool from scratchHow he m...
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 th...
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 downWhy dis...
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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
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