The CFO Report

63. Unlocking the Key to Client Retention: Adding Value Beyond the Scope


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Welcome to the CFO Report with Michael King, where we discuss all things fractional CFO services. 

Today, Michael shares his experience with a common misconception he had about retaining clients. He used to think that once his firm had a standard scope of work in place, clients would have no reason to stay. 

However, after years of experience, Michael discovered that this is far from the truth. In fact, it's just the beginning of where the real fun starts.

In this video, Michael explains 

  • what needs to be true to keep clients engaged and happy beyond the implementation phase
  • how to continue delivering value to high-dollar clients and how to approach keeping clients engaged over the long term
  • Michael's insights are a must-watch for anyone looking to improve their retention rates and build a strong client base.

    So, if you're ready to learn how to retain clients and deliver value beyond the initial scope of work, this video is for you. 

    Watch now and start taking your fractional CFO services to the next level.
    Join over 100+ fractional CFOs in The Inner Circle → https://www.thecfoaccelerator.com/innercircle

    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 😀


    #FractionalCFO #virtualcfo #accountants #accounting #cfoservices

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