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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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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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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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...
The One CFO Skill That Can Save (or Kill) Your Business - With Jack Weinstein
CFO Chronicles: The Secrets Behind Success
37 minutes
2 months ago
The One CFO Skill That Can Save (or Kill) Your Business - With Jack Weinstein
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 turn...
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episode, we break down the 3 silent killers that are costing firms revenue, retention, and referrals, starting with outdated pricing models and ending with what your clients actually care about (hint: it’s not your reconciliations).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...
