All Episodes
Episodes
104. How to Raise Your Fractional CFO Prices With Existing Clients
When you've been charging five or $600 a month for CFO services, how do you get out of that pigeonhole that has you boxed in at the lower prices?
This is really problematic for two big reasons.
Number one, your...
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103. My New 2024 Sales Strategy REVEALED!
Does the idea of sales calls give you that icky, slimy, creepy, I don't want to do it kind of feeling?
Many of us in the Fractional CFO industry really stress out about sales calls. We think about their traditional...
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102. How To Set Client Boundaries That Actually Work (CFO Guide)
One of the most frustrating things in the entire world of running a Fractional CFO firm is handling clients that show up late for or do not show up at all your CFO calls.
Not only is this frustrating because it's...
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101. The 2 MOST Effective Ways To Get A Know-It-All Client To Listen
I love working with super smart clients, especially those who understand numbers.Β
We can typically make progress more quickly when the client comes in with a fundamental understanding of how numbers work.Β
But the...
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100. Donβt Make This Fractional CFO Mistake In 2024 (Or Youβre Fired)
What do you do as a fractional CFO if one of your clients is stuck in the mud when it comes to setting strategic goals for their company?
As a fractional CFO, you need to know what your clientβs strategic goals are so...
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99. The 4 Key Traits of 7 Figure Fractional CFOs
What characteristics separate the best Fractional CFOs from the rest?
This is the exact question I have been reflecting on lately as I continue to coach other Fractional CFOs.
In today's episode, I'm going to share...
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98. The Decision Framework Every Fractional CFO Needs (The Fear Index)
Have you ever worked with a Fractional CFO client and you've told them exactly what they need to do to: π Unlock their next level of success π Help them achieve their goals π Get big things done But they just won't...
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97. I Lost $500k in Revenue (And Made it Back in 62 Days!)
The past twelve months have been a rollercoaster of blessings and challenges for me and my team.Β
In a world saturated with success stories, it's crucial to acknowledge the struggles.Β
I'm here to break the illusion...
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96. The Secret To Keeping A Client Happy (The Sandbox Method)
Should you be giving your clients access to your forecast projections and other CFO tools, or are you setting yourself up for failure if you do? In today's episode of the CFO report, I will definitively answer why...
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95. Why 99% Of Fractional CFOs Lose Clients
Would you be interested if I told you that there is one thing that you could put in place that would unlock up to ten times more earning potential, not just for your fractional CFO clients, but for you as a firm owner...
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94. How to Handle Bad Books as a Fractional CFO
One of the scariest moments in the life of a fractional CFO comes right after you sign a new client. You open their books for the first time. Are you going to find a beautiful set of recently reconciled accounting...
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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...
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