The CFO Report

58. How to Build Your Entire CFO Firm Strategy (2023)


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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

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Your fractional CFO or virtual CFO firm needs a strategy!
๐Ÿ‘‰ How much should you charge?
๐Ÿ‘‰ What services should you offer?
๐Ÿ‘‰ What do you need to focus on RIGHT NOW?

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

I'm talking about all things CFO Strategy. Iโ€™m going to:

  • share with you how I set personal goals and use them to inform the goals for my firm.
  • 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.
  • 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.

  • Links and videos mentioned in this episode:
    ๐Ÿ‘‰ Fractional CFOs MUST Offer THESE Services!
    ๐Ÿ‘‰ How to WOW New CFO Clients (2023)
    ๐Ÿ‘‰ 2023 CFO Tech Stack (Must Have Tech for fractional / virtual CFOs)

    ย 

    CHECK OUT MY FREE WEEKLY NEWSLETTER -ย 
    ๐Ÿ˜€ 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:
    ๐Ÿ’ฐ CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients -ย 
    https://cfo.thecfoaccelerator.com/sales

    MY FRACTIONAL CFO PROGRAMS:
    ๐Ÿ‘‰ The Inner Circle - Live training every month to help you scale your Fractional CFO firm -ย https://cfo.thecfoaccelerator.com/innercircle

    ๐Ÿ‘‰ The CFO Academy - My flagship course for quickly starting and scaling your CFO firm -ย https://cfo.thecfoaccelerator.com/academy

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

    MY KEY LINKS
    ๐ŸŒŽ Website -ย https://www.thecfoaccelerator.com
    ๐Ÿ‘‹ LinkedIn -ย https://www.linkedin.com/in/iammichaelking

    WHO AM I?ย 
    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!ย 

    PS - Some of the links in this description are affiliate links that I get kickbacks from ๐Ÿ˜€

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

    ย 

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    The CFO ReportBy Michael King

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