The CFO Report

155. Stop Losing Clients Over THIS (CFO Onboarding Secrets)


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📌 Links referenced: Try The Inner Circle for $1 for the first month! Go here: https://www.thecfoaccelerator.com/offers/F3Mgh6mq?coupon_code=ICYT

👉 Want a community of other Fractional CFOs to help you scale? Go here: https://www.thecfoaccelerator.com/innercircle?utm_source=YT

👉 Want free, actionable insights to start or scale your firm? Check out my newsletter here: https://www.thecfoaccelerator.com/5mfcfo?utm_source=YT

If you’re new to the podcast, my name is Michael King. I’ve been building and managing my Fractional CFO firm, KFE Solutions, since 2016. I’ve also coached hundreds of other Fractional CFO firm owners to help them start and scale their firms as well.

Today, I share the lessons I’ve learned over the past 8+ years to help others build their firms and have an outsized impact on their clients.

Huge shout out to our sponsors who help us to put out this content:
1) Need someone you can trust to handle bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator?utm_source=CFOAccelerator&utm_medium=Referral&utm_campaign=Partnership&utm_content=&utm_term=
2) Want to save 40 hours/month+ on creating reports for your CFO clients? Check out G-Accon: https://cfo.thecfoaccelerator.com/accon

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The CFO ReportBy Michael King

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