93. How to Move Clients from Bookkeeping to CFO Packages
Do you have clients that are stuck on your old bookkeeping or tax packages?
You are trying to figure out how to convert them to your CFO packages but you're not sure what to say to get them there?
Today I'm talking to one of my Inner Circle members who's got clients that are stuck on his old bookkeeping packages because he's not sure what to say to them to get them converted over to his new CFO service packages.
I'm walking him through the process step by step and giving him some tips that will help maximize his opportunities for success.
Let's dive in.
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WHO AM I?
I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent nearly a decade 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 scale their firms and maximize their own impact!
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