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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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 relation...
All content for CFO Chronicles: The Secrets Behind Success is the property of James Donovan and is served directly from their servers
with no modification, redirects, or rehosting. The podcast is not affiliated with or endorsed by Podjoint in any way.
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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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 relation...
Burnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for That
CFO Chronicles: The Secrets Behind Success
30 minutes
4 months ago
Burnt Out, Understaffed, and Scaling Anyway? Sharrin Fuller Has a System for That
If your team disappeared tomorrow, would your business survive? Most founders build fast, but not to last. Sharrin Fuller, founder of Glass Wallet Ventures, joins CFO Chronicles to share why even successful businesses stall (or collapse) when leadership ignores the endgame. Inside this episode: • How Sharrin rebuilt everything after firing 10+ team members • Why documentation, not hustle, determines whether you scale • Her method for “cloning” your role so you can fin...
CFO Chronicles: The Secrets Behind Success
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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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 relation...
