44. Your Clients Need Better Reporting: What To Do

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

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

Weโ€™ve been seeing a BIG issue with new virtual CFO clients:
Theyโ€™re missing the systems and tech you need to do your job as their CFO.

๐Ÿ‘‰ In this episode, weโ€™re discussing what steps you should take as the fractional or virtual CFO when you realize that a new client is missing the backend systems and reporting required for you to do your job.

๐Ÿ‘‰ Weโ€™re also going to address how to have conversations with your clients when they arenโ€™t taking the steps needed to make their businesses financially successful

CHECK OUT MY FREE WEEKLY NEWSLETTER - 
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 - 
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 - https://cfo.thecfoaccelerator.com/innercircle

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

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

MY KEY LINKS
๐ŸŒŽ Website - https://www.thecfoaccelerator.com
๐Ÿ‘‹ 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 ๐Ÿ˜€


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

Close

50% Complete

Two Step

Lorem ipsum dolor sit amet, consectetur adipiscing elit, sed do eiusmod tempor incididunt ut labore et dolore magna aliqua.