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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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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
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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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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...
Show more...
Marketing
Business,
Entrepreneurship
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The Mistake That Nearly Bankrupted Him (And Is Quietly Killing Most Businesses) - With Mike Milan
CFO Chronicles: The Secrets Behind Success
33 minutes
3 months ago
The Mistake That Nearly Bankrupted Him (And Is Quietly Killing Most Businesses) - With Mike Milan
You're making money. So why are you always chasing cash? Mike Milan aka Cash Flow Mike has built 14 businesses and now teaches accountants and business owners how to stay cash-rich and debt-free. In this episode: • Why 90% of businesses don't have 3 months of cash on hand • How growing fast nearly bankrupted him • The money rule that separates the broke from the stable • The single shift that helps accountants get clients to actually listen 💬 Want more from Mike?  ...
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...