How This CFO Landed 7 Clients with 30 Instagram Posts - with Jeremy Davila

CFO Chronicles: The Secrets Behind Success

7 clients. 30 posts. One phone.

Jeremy Davila didn’t wait to “feel ready” - he built a client pipeline with raw, consistent content.

In this episode, we break down:

• The exact content that brought in new clients
• Why 3 videos outperformed 10 cold emails
• The $10K mistake most firms make on Instagram
• How to use social without being “salesy”
• The easiest way to create 30 days of content in 1 hour

If you’re not creating content, this episode might change your mind and your pipeline.

👉 Press play and steal the playbook.

Send us a text

This episode is brought to you by Bill.com

• Ready to take your finances to the next level? See how BILL Spend & Expense can power up your business—and get that free grill—at bill.com/cfochronicles
  
  Terms and conditions apply.

Ready to turn your firm into a lead-generating, profit-driving machine?
We help Bookkeepers, Accountants & Fractional CFOs generate consistent local leads, book perfect-fit appointments, and close premium clients, without cold outreach or ad guesswork.
Let’s map out your growth plan together → Book your free strategy call

فصول

1. Meeting Jeremy Davila from Clivent (00:00:00)

2. Building CFO Advisory Services (00:01:51)

3. From KPMG to Entrepreneurship (00:05:05)

4. Social Media Strategy for Accountants (00:07:09)

5. Creating Authentic Content (00:14:17)

6. Growing Your Business (00:19:15)

7. Balancing Work and Life (00:22:28)

8. Making Decisions and Moving Forward (00:27:17)

9. Episode Wrap-up and Call to Action (00:28:40)