All Episodes
Episodes
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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92. THIS is actually BAD for your clients
π₯I've got a hot take.π₯ Most fractional CFOs are teeing up too many charts, graphs, KPIs and metrics for their clients, and it's actually doing them a disservice. In today's episode of the CFO Report, I'm going to talk...
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91. SIMPLE Method for Fractional CFO Compensation
This topic that's been a game-changer for my firm β the compensation model for fractional CFOs. If you're thinking about hiring one or just curious about how it all works, this episode is a must-watch.
I'll be sharing...
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90. Avoid These MAJOR CFO Traps (Bonus: How to Escape Them!)
As fractional CFOs, I've learned that there are three distinct types of traps that we can fall into that leave us feeling stuck, burnout, resentful, and thinking about shutting down our firms.Β
In today's episode,...
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89. I Found My Niche! (Real World!)
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Do you want to niche your fractional CFO firm - but haven't figured out which niche you should serve?
Here's how one fractional CFO found her niche in about 15 minutes!
This is a GREAT real world example of the...
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88. What I do to get THE MOST Fractional CFO Leads
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Are you looking to get more fractional CFO clients this year?Β
If you are, hands down, the best way to do that is by speaking on stage, speaking on podcasts, or getting on webinars.Β
But the most common question...
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87. CFO Stories: Pam Jordan (Pivot Business Group)
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...
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