The CFO Report

37. How to Build a Strategy for Your CFO Firm (Part 2 of 3)


Listen Later

Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024.

This is our conference that is exclusively for Fractional and Virtual CFOs!

Click the link below to secure your ticket:

https://www.thecfoacceleratorlive.com

----------------------------------------------------------------------------------------------------------------------------------------

Your fractional CFO or virtual CFO firm needs a strategy!

👉 How much should you charge?

👉 What services should you offer?

👉 What do you need to focus on RIGHT NOW?

But no one ever talks about HOW to set a strategy for your firm.

This is part, I'll walk you through my 7-step framework for setting financial goals for my firm. I'll include how I make pricing decisions, determine how many clients I can serve, and how many clients I need. 

In part 1, I shared with you how I set personal goals and use them to inform the goals for my firm. I HIGHLY encourage you to check out part 1 before watching this video.

Click Here to listen to Part One

In part  3, I'll explain how I set quarterly priorities and monthly goals for my firm so that I know I'm working on the right things at the right time.

Click Here to Listen to 4 Essential CFO Services 


MY FREE ONLINE COURSE:👇👇👇 
💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients - 
https://cfo.thecfoaccelerator.com/sales

 CHECK OUT MY FREE WEEKLY NEWSLETTER - 
😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, and optimize your CFO services (and you can read it in 5 minutes or less!) -
https://cfo.thecfoaccelerator.com/newsletter

MY FREE ONLINE COURSE:
💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients - 
https://cfo.thecfoaccelerator.com/sales

MY FRACTIONAL CFO PROGRAMS:
👉 The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle
👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy

MY FAVORITE FIRM TECH: 
✅ G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon
✅ Ignition - The only platform I trust for contracts and payments. Save 50% for 3 months: https://cfo.thecfoaccelerator.com/ignition
✅ Kajabi - Love this for my website and marketing: https://app.kajabi.com/r/WaFg8TLv

MY KEY LINKS
🌎 Website - https://www.thecfoaccelerator.com
👋 LinkedIn - https://www.linkedin.com/in/iammichaelking

WHO AM I? 
I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent the last 7+ years scaling my Fractional CFO firm, KFE Solutions. During that time, I've realized the enormous impact that fractional CFOs can have for their clients, their families, and themselves. Now, I help other fractional CFOs learn how to maximize their own impact! 

PS - Some of the links in this description are affiliate links that I get kickbacks from 😀

#Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices

...more
View all episodesView all episodes
Download on the App Store

The CFO ReportBy Michael King

  • 5
  • 5
  • 5
  • 5
  • 5

5

30 ratings


More shows like The CFO Report

View all
The Amy Porterfield Show by Amy Porterfield

The Amy Porterfield Show

4,597 Listeners

CFO THOUGHT LEADER by The Future of Finance is Listening

CFO THOUGHT LEADER

128 Listeners

THE ED MYLETT SHOW by Ed Mylett | Cumulus Podcast Network

THE ED MYLETT SHOW

14,025 Listeners

The Martell Method w/ Dan Martell by Dan Martell

The Martell Method w/ Dan Martell

576 Listeners

The Game with Alex Hormozi by Alex Hormozi

The Game with Alex Hormozi

4,432 Listeners

The Accounting Podcast by Blake Oliver & David Leary

The Accounting Podcast

333 Listeners

Small Business Tax Savings Podcast by Mike Jesowshek, CPA

Small Business Tax Savings Podcast

254 Listeners

The Jasmine Star Show by Jasmine Star

The Jasmine Star Show

2,600 Listeners

All It Takes Is A Goal by Jon Acuff

All It Takes Is A Goal

1,433 Listeners

FP&A Today by Glenn Hopper

FP&A Today

48 Listeners

Build with Leila Hormozi by Leila Hormozi

Build with Leila Hormozi

930 Listeners

BigDeal by Codie Sanchez

BigDeal

782 Listeners

Jason On Firms Podcast by Jason Staats

Jason On Firms Podcast

58 Listeners

The Level Up Podcast w/ Paul Alex by Paul Alex Espinoza

The Level Up Podcast w/ Paul Alex

403 Listeners

The Fractional CFO Show with Adam Cooper by Adam Cooper

The Fractional CFO Show with Adam Cooper

0 Listeners