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CFO Chronicles: The Secrets Behind Success
James Donovan
64 episodes
1 week ago
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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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...
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Marketing
Business,
Entrepreneurship
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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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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...
Show more...
Marketing
Business,
Entrepreneurship
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He’s Interviewed Hundreds of Accounting Leaders - This Is What They All Miss
CFO Chronicles: The Secrets Behind Success
35 minutes
3 months ago
He’s Interviewed Hundreds of Accounting Leaders - This Is What They All Miss
Most firms wait to adapt, Gary DeHart built a media empire by doing the opposite. As the publisher of Insightful Accountant and founder of the Top 100 ProAdvisor Awards, Gary shares: What 10+ years of ProAdvisor data reveals about firm successHow small firms can punch above their weight at industry eventsWhy AI is not optional (and where to start if you’re behind)Leadership lessons from military training that apply to accountingWhat’s coming next at Scaling New Heights and Intuit Connect🎓 P...
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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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...