The CFO Report (Michael King)
Explorez tous les épisodes de The CFO Report
| Date | Titre | Durée | |
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| 16 Feb 2022 | 1. 3 Truths That Changed My Business Forever | 00:03:54 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Building a bookkeeping, accounting, or fractional CFO firm is HARD! Especially if you want to make great money, serve great clients, and NOT work 80+ hours a week (like you probably did back in corporate America). After almost COMPLETELY burning out several years ago, I started the process of completely rebuilding my business - this time on my terms. Each week, I'm going to share the wins, the losses, the mistakes, and the lessons I've learned from the trenches of building the CFO firm of my dreams. My hope is that you will be able to apply these lessons so that you can build the firm of YOUR dreams. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 08 Mar 2022 | 2. Growth Means More Than Increasing Revenue | 00:08:14 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- As financial types, we tend to put a lot of pressure on ourselves to increase our top line, bottom line, or cash flows at some rate or we feel like we're not growing fast enough. But it's important to remember that not all growth in business is found on financial statements. In this week's episode, I'm redefining what it means to grow in business. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 08 Mar 2022 | 3. Is NOW the Best Time to Raise Prices? Maybe. | 00:06:50 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Should you raise prices right now? Maybe! In this week's episode, I share the top 3 indicators that it's time to raise prices for new clients. This is perfect for new firm owners and for firm owners who have been in the game for a while. These indicators will help take the guesswork out of knowing when it's the right time - and when you should probably hold back. I also share my top tip for how to approach price increases. If you're super anxious about "if I raise my prices and I get no new business, then I'm done for!", then is episode is just for you! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 15 Mar 2022 | 4. Start HERE to Land DREAM CLIENTS | 00:12:50 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- We all deserve a roster full of clients that you are THRILLED to wake up and serve every day! But I've learned that if you aren't intentional about how you select clients, you might end up with less than ideal clients (we've all had at least one of these, am I right?). In this week's episode, I share the 3 step process my firm goes through to help ensure that we get clients we're passionate about serving! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 22 Mar 2022 | 5. Stop Hourly Invoicing. Here's Why. | 00:11:47 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- My pricing model has changed a lot from when I first started my fractional CFO firm. In the beginning, I priced my services on an hourly basis - which was not great because of price shopping and constant comparison shopping. Not only that, but my income was unpredictable, which is not ideal in business. Over time, I changed to a MRR (monthly recurring revenue) pricing model which has worked great for my business. In this episode, I'll be sharing some mistakes I made with previous pricing models and how I transitioned to MRR. If you're an accountant, bookkeeper, or fractional CFO who needs pricing guidance, this video is for you. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 29 Mar 2022 | 6. Three Signs That It's Time to FIRE A CLIENT | 00:07:52 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- At some point in your business, you will most likely have to fire a client. I know this isn't fun, but it's part of running a business. I've been in business for 6 years and I've had to fire many clients. There was actually a point in my business where I had to fire all my clients. How do you know when you should fire a client though? And what are the signs you should look out for? In this episode, I'll be sharing 3 big indicators that tell me it's time to consider firing a client. This advice can help anyone with a business, but it's specifically for accountants, bookkeepers, and fractional CFOs. 🔥 JOIN US AT THE CFO ACCELERATOR LIVE 🔥 The FIRST EVER Conference Held Exclusively for Fractional CFOs! Accountant: Hi, I'm Michael King. I'm the CEO of a top-rated fractional CFO firm, KFE Solutions. While growing KFE, I noticed so many other firms struggling to make real money. There was no one out there talking about how to grow a firm the right way! That's why I created The CFO Accelerator. I wanted to share my knowledge and expertise to help other firms move from transactional to transformational! The Connected Accountant is built specifically for accountants and fractional CFOs that are looking to start, scale, or optimize their advisory services. #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 05 Apr 2022 | 7. The 6 MOST IMPORTANT Processes for Your Firm | 00:14:59 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- THIS MISTAKE COST MY CFO FIRM OVER $100,0000! I waited WAY too long to get processes documented in my CFO firm and it cost my team and I a ton of time, money, and frustration. One of the biggest challenges I had was knowing WHICH PROCESSES to document. I mean, we do hundreds of things a day. In this episode, I'm breaking down the TOP SIX processes and procedures that changed the game for my firm. They've saved me time, money, and my team is SO thankful for it. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 12 Apr 2022 | 8. Top 6 Lessons After 6 Years In Business | 00:13:33 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- If you run a financial services firm, you should absolutely listen to this! My firm just turned 6 years old (www.kfesolutions.com) and I'm breaking down the most impactful lessons learned and biggest mistakes I've made along the way! All of these lessons are applicable to bookkeepers, accountants, and CFOs. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 19 Apr 2022 | 9. New Client Onboarding Best Practices for 2022 (Bookkeeping, Accounting, CFO) | 00:09:36 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- If you want to amaze your new clients then you've go to NAIL the onboarding process! It is absolutely CRITICAL for starting off on the right foot with new bookkeeping, accounting, or virtual CFO (fractional CFO) clients! A good onboarding experience will set the tone for the value you add, healthy boundaries, and what good communications look like. In this podcast, I'm sharing my FIVE BEST PRACTICES for creating a world class onboarding experience for your clients. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 26 Apr 2022 | 10. Tackling Self-Doubt And Impostor Syndrome as a CEO | 00:06:34 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- I don't belong here. Even after 6+ years in business, I still suffer from imposter syndrome. But over the years, I've found some ways to take action DESPITE those voices and so today, I want to share a handful of those lessons with you! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 03 May 2022 | 11. My FAVORITE Time Hacking Tool | 00:04:38 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Accountants, Bookkeepers, CFOs: Do you struggle to STAY FOCUSED during the work day? I do. That's why this tool has been an absolute GAME CHANGER for me and my firm. It allows me to stay productive, longer which means I get more done without working longer hours. 10/10 recommend.
CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 10 May 2022 | 12. Why EVERYONE Should Write Their Own Obituary | 00:05:01 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- I needed some pro tips on time management and prioritizing my time. My coach suggested that I start by writing my own obituary. My only regret: I wish I had done it years ago. It forced me to reflect on the kind of life that I want to live, the legacy I want to leave, and ultimately how I need to shape my fractional CFO firm so that it aligns with those goals! This is a MUST LISTEN if you want help making sure your firm is helping you build the kind of life that you had in mind when you started! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 17 May 2022 | 13. How to Fire BAD Clients | 00:12:14 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- No one likes getting bad clients. But the thought of actually FIRING them can be terrifying! In this episode, I share my 5 step framework for firing bad clients, and doing it in a way that drastically reduces drama and anxiety. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 24 May 2022 | 14. How to Level Up as a Leader | 00:08:09 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- I made a huge mistake as a leader - and I didn't even realize I was doing it. In this episode, I'm going to share a huge lesson I learned about leadership that is GUARANTEED to help you level up your leadership game!
MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 31 May 2022 | 15. Can YOU offer CFO services? (Part 1 of 4) | 00:06:06 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Accountants: Are you ready to start offering CFO services? If you've been thinking about kicking off CFO or advisory services in your firm, this series is an ABSOLUTE MUST! This is Part 1 of a 4 part series where I break down all things virtual/fractional/outsourced CFO services. In this episode, I explain what a virtual CFO is and how their services are different from a bookkeeper or an accountant. 🔥 If you're serious about starting or scaling CFO services in your firm, you should check out The CFO Academy 🔥 The CFO Academy is built on the 7 playbooks I used to scale my firm over the past 6 years. MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 07 Jun 2022 | 16. 4 ESSENTIAL CFO Services (Part 2 of 4) | 00:08:52 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Accountants: Are you ready to start offering CFO services? If you've been thinking about kicking off CFO or advisory services in your firm, this series is an ABSOLUTE MUST! This is Part 2 of a 4 part series where I break down all things virtual/fractional/outsourced CFO services. In this episode, I share the 4 services ALL fractional CFOs should be offering to maximize client impact while balancing scalability. 🔥 If you're serious about starting or scaling CFO services in your firm, you should check out The CFO Academy 🔥 The CFO Academy is built on the 7 playbooks I used to scale my firm over the past 7 years. MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 14 Jun 2022 | 17. The REAL Pros and Cons of Offering CFO Services (Part 3 of 4) | 00:09:48 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Accountants: Are you ready to start offering CFO services? ⚠️WARNING: IT MIGHT NOT BE RIGHT FOR YOU ⚠️ If you've been thinking about kicking off CFO or advisory services in your firm, this series is an ABSOLUTE MUST! This is Part 3 of a 4 part series where I break down all things virtual/fractional/outsourced CFO services. Is offering CFO services all that it's cracked up to be? Or is it just hype? In this episode, I share the pros AND cons of offering CFO services. 🔥 If you're serious about starting or scaling CFO services in your firm, you should check out The CFO Academy 🔥 The CFO Academy is built on the 7 playbooks I used to scale my firm over the past 6 years. Go to www.thecfoacademy.com to learn more! 🔥 JOIN US AT THE CFO ACCELERATOR LIVE 🔥 The FIRST EVER Conference Held Exclusively for Fractional CFOs! Accountant: Hi, I'm Michael King. I'm the CEO of a top-rated fractional CFO firm, KFE Solutions. While growing KFE, I noticed so many other firms struggling to make real money. There was no one out there talking about how to grow a firm the right way! That's why I created The CFO Accelerator. I wanted to share my knowledge and expertise to help other firms move from transactional to transformational! The Connected Accountant is built specifically for accountants and fractional CFOs that are looking to start, scale, or optimize their advisory services. #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices
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| 21 Jun 2022 | 18. 7 Crucial Steps To Launch CFO Services Faster in 2022 (Part 4 of 4) | 00:12:51 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Have you been thinking about launching CFO services in your firm... I've got you covered... and it's not as hard as you might think! In this episode, I walk through the 7 steps you need to take to launch CFO services in your firm FASTER. All things CFO services 4 part series links: 🔥 If you're serious about starting or scaling CFO services in your firm, you should check out The CFO Academy 🔥 The CFO Academy is built on the 7 playbooks I used to scale my firm over the past 6 years. MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy
MY FREE ONLINE COURSE: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 28 Jun 2022 | 19. LEADER or MANAGER - Which Should You Be as a CEO? | 00:06:07 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Leadership vs Management: What's the difference? As a CEO of a firm, you not only need to understand the difference between the two... CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 05 Jul 2022 | 20. Why Firms Should Hire an Assistant First | 00:12:58 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- As the owner of a virtual CFO firm or accounting firm, you'll realize quickly that you need some help if you want to grow. But who should you hire FIRST? Your World-Class Assistant by Michael Hyatt CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 12 Jul 2022 | 21. 4 Hiring Hacks to Get The BEST Applicants | 00:04:28 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Hiring hot take: What can you do to attract the best talent while not wasting a ton of time on the 4000 pretenders that apply for your positions? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 19 Jul 2022 | 22. CFOs: We Have a Problem | 00:06:12 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Fractional / Virtual CFOs, Bookkeepers, and Accountants: there's an epidemic that's polluting our industries: 👉 It's accounting and bookkeeping work being disguised as CFO work. In this episode, I cover why this is such a problem and what we can all do to solve it. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 26 Jul 2022 | 23. The Importance of In-Person Meetings for Virtual Teams | 00:14:22 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Building a healthy team is hard. Building a healthy virtual team is even harder. As a firm owner, one of the most impactful things you can do to build a healthy team is to have periodic in person meetings. For me, in person meetings have resulted in: In this episode, I share some of the benefits I've found from in person meetings along with some tips for how to maximize the ROI your firm can get from the investment. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 02 Aug 2022 | 24. CFO Tech Stack | 00:09:52 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- There is so much technology out there for fractional CFO firms and accounting firms! Some of the tech is absolutely amazing! (Hello, G-Accon and Canva) Today, I'm sharing my firm's absolute favorite, must-have tech! And be sure to let me know your can't-live-without-tech in the comments section! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 09 Aug 2022 | 25. Complexity: The Silent Killer of CFO Firms | 00:15:10 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- One of the fastest ways to kill growth in your firm is by adding additional layers of complexity. The thing is, sometimes that complexity feels necessary. But it rarely is. Complexity actually robs us of the opportunity to fulfill our mission, scale our firms, and maximize our impact. Today, I'm going to share with you: CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 16 Aug 2022 | 26. Your Pricing Isn't What's Holding Your Sales Back | 00:07:33 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- A lot of firm owners think they need to drop their prices as we head into a potential recession. The truth is, pricing isn't what's holding you back right now. It's risk. People are just more cautious right now - and understandably so! The best way to overcome that perceived risk is by offering a money-back guarantee on your services. Here's how to do it and why it's a great motivator for your team. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 23 Aug 2022 | 27. My Secret to Get People to Take Action | 00:03:44 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- "Why won't they just do what I tell them!?!" It's so frustrating when our CFO clients won't do the things we advise! We show them the numbers. And then nothing. Any time I'm faced with a client not taking action, I run through The Human Action Model. In this TCA PRO group coaching call replay, I walk through the human action model and describe how to apply it to CFO clients. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 30 Aug 2022 | 28. Use Negative Feedback as Competitive Advantage (4 Steps) | 00:07:49 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Getting negative feedback from clients STINGS. As accountants and fractional CFOs, we pride ourselves on excellence - so negative feedback tends to hit us even harder. But here's a hot take: Over the last 6+ years of running a firm, I've learned that negative feedback can actually be a HUGE advantage - if you handle it the right way. In this episode, I share my 4 step process for handling and responding to negative feedback so you can get the most value from a bad situation! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 06 Sep 2022 | 29. How to Level Up as a CFO | 00:08:36 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you already offering advisory services and now you're curious how to go from forecasts and projections to helping your clients achieve their goals and dreams? In this coaching session, one of my clients asks how to take her CFO services to the next level. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 13 Sep 2022 | 30. Get Fewer Questions and More Results From Your Team | 00:07:26 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you tired of CONSTANTLY getting asked: "What should I do about (question/problem/situation)"? It can be SO annoying because you spend all of this time and money on hiring great people - but then they're constantly asking you how you want them to handle things. Why can't they just figure it out on their own!?! The harsh truth is that it's probably your fault. Yikes. In this episode, I walk you through a game-changing leadership mental model that will empower your team to take more initiative. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 20 Sep 2022 | 31. CFO Check-In Calls | 00:07:21 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Your monthly or quarterly CFO calls with clients have to stay strategic! But what about: 👉 Urgent issues? 👉 Tactical questions? 👉 Topics that need to be addressed in between monthly calls? That's where the CFO check-in call comes in! In this episode, we walk one of our TCA PRO members through CFO check-in call best practices. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 27 Sep 2022 | 32. How I Failed at Success | 00:13:34 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- In 2011, I realized I had failed at success. I thought I knew what success was and I thought I had achieved it - until one day I realized that I hadn't achieved anything AT ALL. That day was the beginning of my journey to finding my WHY and redefining how I view SUCCESS. In this episode, I share some of the painful truths of my journey along with the 4 big lessons I learned along the way. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 04 Oct 2022 | 33. Did I Just Lose an $84k Client? | 00:06:39 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- I just finished a sales call with a potential client that would be worth about $84,000/year. At the very end of the call, they hit me with ONE question and I don't think they liked my answer! The question was a valid one and it was totally reasonable. But it was outside my boundaries and I had to stay disciplined - so I told them no. Did it cost me the client??? Click here 👇👇👇 to sign up for the free 60-minute training, the 8-Step Sales Framework: http://www.cfosalesframework.com Where I break down the exact framework that: • I used to raise my prices from $500/month to $5000/month CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 11 Oct 2022 | 34. Should CFOs Offer Tax Strategies? | 00:05:25 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Do fractional CFOs have to offer tax strategies in order to grow in 2022 and 2023? More and more clients are asking for it - but is it the right move for you? In this episode, I have a conversation with one of my coaching clients about offering tax strategies. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 18 Oct 2022 | 35. Critical Advice on Becoming a Full Time Fractional CFO | 00:58:38 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- What does it take to go from part-time fractional CFO to full-time CEO of a fractional CFO (virtual CFO) firm? Shannon Weinstein, CPA made the transition earlier this year. In this episode, she shares some of the biggest lessons learned, mistakes, and tips that she learned in her journey. Learn more about Shannon 👇 https://www.fitnancialsolutions.com/about Are you serious about taking your firm to multiple 6 figures or 7 figures in 2023? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 25 Oct 2022 | 36. How To Build a Strategy for Your CFO Firm (Part 1 of 3) | 00:09:29 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Your fractional CFO or virtual CFO firm needs a strategy! 👉 How much should you charge? 👉 What services should you offer? 👉 What do you need to focus on RIGHT NOW? But no one ever talks about HOW to set a strategy for your firm. This is part 1 of a 3-part series where I'm talking all things CFO Strategy. In this part, I'm going to share with you how I set personal goals and use them to inform the goals for my firm. In part 2, I'll walk you through my 7-step framework for setting financial goals for my firm. I'll include how I make pricing decisions, determine how many clients I can serve, and how many clients I need. In part 3, I'll explain how I set quarterly priorities and monthly goals for my firm so that I know I'm working on the right things at the right time.
CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 01 Nov 2022 | 37. How to Build a Strategy for Your CFO Firm (Part 2 of 3) | 00:10:09 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Your fractional CFO or virtual CFO firm needs a strategy! 👉 How much should you charge? 👉 What services should you offer? 👉 What do you need to focus on RIGHT NOW? But no one ever talks about HOW to set a strategy for your firm. This is part, I'll walk you through my 7-step framework for setting financial goals for my firm. I'll include how I make pricing decisions, determine how many clients I can serve, and how many clients I need. In part 1, I shared with you how I set personal goals and use them to inform the goals for my firm. I HIGHLY encourage you to check out part 1 before watching this video. Click Here to listen to Part One In part 3, I'll explain how I set quarterly priorities and monthly goals for my firm so that I know I'm working on the right things at the right time. Click Here to Listen to 4 Essential CFO Services
CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 08 Nov 2022 | 38. How To Build a Strategy for Your CFO Firm (Part 3 of 3) | 00:07:20 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Your fractional CFO or virtual CFO firm needs a strategy! 👉 How much should you charge? 👉 What services should you offer? 👉 What do you need to focus on RIGHT NOW? But no one ever talks about HOW to set a strategy for your firm. This is part 3 of a 3-part series where I'm talking all things CFO Strategy. In this part, I explain how I set quarterly priorities and monthly goals for my firm so that I know I'm working on the right things at the right time.
Click Here to listen to Part One In part 2, I walked you through my 7-step framework for setting financial goals for my firm. I'll include how I make pricing decisions, determine how many clients I can serve, and how many clients I need. Click Here to listen to Part Two MY FREE ONLINE COURSE:👇👇👇 CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 15 Nov 2022 | 39. Why I Quit Drinking: 5 Reasons | 00:12:58 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- More energy. Better relationships. Better attitude. Better business. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 22 Nov 2022 | 40. Cash Flow Forecasting: 3 Big Questions ANSWERED | 00:12:46 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Cash Flow Forecasting is fundamental to fractional CFO and virtual CFO services! In this episode, my team and I answer 3 questions asked by our community about Cash Flow Forecasting. 👉 How complex does the Chart of Accounts need to be in order to produce a meaningful cash flow forecast? 👉 What should you do if your clients make big spending decisions without letting you know (thus making your cash flow forecast completely obsolete and meaningless!)? 👉 How can you reduce the amount of time it takes to generate a cash flow forecast? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS 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 😀 | |||
| 29 Nov 2022 | 41. How to Explain: Profit & Loss | 00:06:19 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Ever wish your clients could understand their P&L so you didn't have to explain EVERYTHING to them? Sure, we all do. But figuring out how to explain it to them in terms they can understand can be challenging. In this episode, I'm going to show you how I explain the P&L to our CFO clients. My hope is that this gives you some ideas or inspiration as to how you might break it down. Enjoy! 4 Steps to Launch a CFO Firm Playlist Can YOU offer CFO services? (Part 1 of 4) 4 ESSENTIAL CFO Services (Part 2 of 4) The REAL Pros and Cons of Offering CFO Services (Part 3 of 4) 7 Crucial Steps To Launch CFO Services Faster in 2022 (Part 4 of 4) 🔥 JOIN US AT THE CFO ACCELERATOR LIVE 🔥 The FIRST EVER Conference Held Exclusively for Fractional CFOs! Accountant: Hi, I'm Michael King. I'm the CEO of a top-rated fractional CFO firm, KFE Solutions. While growing KFE, I noticed so many other firms struggling to make real money. There was no one out there talking about how to grow a firm the right way! That's why I created The CFO Accelerator. I wanted to share my knowledge and expertise to help other firms move from transactional to transformational! The Connected Accountant is built specifically for accountants and fractional CFOs that are looking to start, scale, or optimize their advisory services. #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 06 Dec 2022 | 42. How to Explain: The Balance Sheet | 00:06:44 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- The Balance Sheet can be a big source of confusion for your fractional CFO clients. And spending time on CFO calls explaining to them what “long term liabilities” are for the 5th time isn’t the best use of your time. The trick is explaining the Balance Sheet to them in terms that they can understand. 👉 In this episode, I'm going to show you how I explain The Balance Sheet to our CFO clients. I drop in some great examples and metaphors to make the Balance Sheet relatable and understandable for entrepreneurs that aren’t super financially savvy. If you found this episode helpful, you might also want to check out the episode where I break down the P&L! How to Explain: The Profit & Loss CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 13 Dec 2022 | 43. What To Do When Your CFO Clients' Books are WRECKED | 00:07:35 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- A new CFO client with bad books is a COMPLETE nightmare situation. And it happens more often than we’d like to think. But what should a virtual CFO do when they find themselves in a spot with a dumpster fire accounting situation? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 20 Dec 2022 | 44. Your Clients Need Better Reporting: What To Do | 00:11:31 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- We’ve been seeing a BIG issue with new virtual CFO clients: CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 27 Dec 2022 | 45. HUGE Opportunity for Virtual CFOs in 2023 | 00:13:15 | |
There’s a MASSIVE opportunity for virtual CFOs and fractional CFOs in 2023. In this episode, I’m going to break down that opportunity and tell you what you need to do so you don’t miss it! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 03 Jan 2023 | 46. Do CFOs Have To Be A One Stop Shop in 2023? | 00:10:07 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Ever had a prospective CFO client tell you that they want an all-in-one firm? But what if you don’t want to offer all that? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 10 Jan 2023 | 47. Top CFO Questions SOLVED (Q&A with Michael) | 00:25:25 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Today I’m taking the top 5 questions I’ve been asked by fellow fractional CFOs on LinkedIn! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 17 Jan 2023 | 48. Avoid a Communications CATASTROPHE! | 00:07:25 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- What’s the quickest way to frustrate your clients AND your team? In this episode, Carlos and I are sharing some of the best practices we’ve learned about managing internal and external communications. Great communications are the easiest way to keep your clients and your team happy. Please - learn from our mistakes on this one! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 24 Jan 2023 | 49. How to Explain: Profit Margins | 00:07:25 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Healthy margins are a key component to a healthy business. But some business owners never fully wrap their heads around what profit margins are and what can be done to improve them. If you’ve been beating your head against the wall trying to get your clients to understand PROFIT MARGINS, then this episode is for you! 👉 In this episode, I'm breaking down exactly how I explain the concept of profit margins to CFO clients. This is one part of an entire series called “How to Explain” - where I share the approaches I take to explain financial concepts to CFO clients. Check out the other episodes here 👇 https://youtube.com/playlist?list=PLX-_bIXSlEh3nWIAf1Fpvt5l4jNpLxTiR Want more tips on how to start, scale, or optimize your advisory services? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 31 Jan 2023 | 50. Uncover the 2 Hidden Mindsets Slowing Down Fractional CFOs | 00:10:49 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- 🛑Urgent Message 🛑 Being a month into 2023 I’m already seeing 2 big mindsets that will slow down fractional CFOs to become successful this year and beyond. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 07 Feb 2023 | 51. The Art of Persuasion for CFOs: Leading Clients to Take Action | 00:09:55 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- As a fractional CFO, it's imperative that you master the art of leading your clients towards action. No matter how amazing your CFO reports are, now matter how many savings opportunities you can identify, it all becomes MEANINGLESS if you cannot convince your clients to take action. In this episode of The CFO Report, I share my best practices on how to get clients to take action. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 . #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 14 Feb 2023 | 52. 7 Power Tips for Fractional CFO Success | 00:20:47 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- 7 Years of CFO Firm Wisdom REVEALED! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 21 Feb 2023 | 53. The Collaborative Edge: How to Make Sure Clients Loop You In | 00:07:12 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Discover How To Collaborate on Big Financial Decisions As A Fractional CFO CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 28 Feb 2023 | 54. The Ultimate Guide to Fractional CFO Compensation | 00:07:35 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you looking to hire a CFO to help grow your firm in 2023? Before you do, you need to figure out how you're going to pay them! In this episode of The CFO Report, Michael shares the compensation model he uses for fractional CFOs and why he thinks it might be the best choice for your firm. Join Michael as he breaks down the four key benefits of his favorite model and shares how it can help you: 👉increase your efficiency 👉keep your clients happy
CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 07 Mar 2023 | 55. Differentiate Yourself as a Fractional CFO in 2023 (DO THIS!) | 00:08:29 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you struggling to differentiate yourself from other CFOs? Do you find it difficult to communicate the value that you can bring to potential clients? If so, you're not alone. In this episode of the CFO Report, Michael talks to his Inner Circle member and shares how he can leverage his background, along with his values and perspectives to create an amazing value proposition that literally no one else in the market can replicate. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices
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| 14 Mar 2023 | 56. Why Scaling CFO Firms MUST Have Defined Packages | 00:16:12 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you a virtual or fractional CFO firm owner struggling with consistent growth? Tune in to learn more and start growing your firm with a defined scope of work for your CFO services! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 21 Mar 2023 | 57. Is Variable Pricing Right for YOUR CFO Firm? | 00:03:19 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Do you struggle with best practices for pricing your services? If so, you're not alone. In this episode of the CFO Report, Michael answers a common question that he receives from his members: whether to vary the pricing based on the size of the client. 👉 tips on pricing strategies This is a must-watch for anyone looking to optimize their pricing structure! MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices | |||
| 28 Mar 2023 | 58. How to Build Your Entire CFO Firm Strategy (2023) | 00:23:25 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Your fractional CFO or virtual CFO firm needs a strategy! But no one ever talks about HOW to set a strategy for your firm. I'm talking about all things CFO Strategy. I’m going to:
Links and videos mentioned in this episode:
CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices
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| 04 Apr 2023 | 59. Why Fractional CFOs Should Avoid THIS Type of Work | 00:12:49 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- One of the biggest mistakes that I see virtual and fractional CFOs make every single day is CFOs offering services outside of their core competencies. In this episode of the CFO Report, Michael speaks to one of his members, who, having a heart for service, began providing operational and marketing consulting services in addition to CFO services. If you're a virtual or fractional CFO, you don't want to miss this episode!
MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
#FractionalCFO #virtualcfo #accountants #accounting #cfoservices | |||
| 11 Apr 2023 | 60. How to Avoid Hourly Pricing Discussions as a CFO | 00:04:07 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Learn how Michael’s firm KFE Solutions saves over 40 hours per month with G-Accon for Quickbooks! 👇 G-Accon is a live link that seamlessly connects our clients' QuickBooks Online data to our custom CFO Reports inside of Google Sheets. The result? Automated, customized CFO reports with virtually no data manual entry and no mistakes. 👉 Click → https://www.accon.services/gaccon-partnerships-cfo-accelerator.htmlto start your free trial and get 30% off for being a CFO Report listener! =========================== Are you tired of prospective CFO clients asking you about how many hours you'll be working for them? As a fractional CFO, you want to be paid based on the value you create, not the number of hours you work. In this episode of the CFO Report, Michael shares killer tips on how to avoid getting into conversations about hours with prospective clients. If you're a fractional CFO looking to start, scale, or optimize your services, don't miss this episode! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 18 Apr 2023 | 61. How to Avoid Taking CFO Client Outcomes Personally | 00:07:56 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Learn how Michael’s firm KFE Solutions saves over 40 hours per month with G-Accon! 👇 G-Accon is a live link that seamlessly connects our clients' QuickBooks Online data to our custom CFO Reports inside of Google Sheets. The result? Automated, customized CFO reports with virtually no data manual entry and no mistakes. 👉 Click → https://www.accon.services/gaccon-partnerships-cfo-accelerator.html to start your free trial and get 30% off for being a CFO Report listener! =========================== Are you a fractional CFO struggling with the emotional toll of your clients not hitting their goals? In this episode, Michael is speaking with an empathetic fractional CFO who admits to taking her clients' missed targets personally. They discuss the importance of accountability, decision-making, and leadership in your role as a fractional CFO. If you're a fractional CFO looking to start, scale, or optimize your services, don't miss this episode! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 25 Apr 2023 | 62. Does Your CFO Firm Need a Financial Analyst? | 00:06:43 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Learn how Michael’s firm KFE Solutions saves over 40 hours per month with G-Accon for Quickbooks! Looking to expand your firm but unsure of whether to hire a fractional CFO or a financial analyst? In this episode, Michael walks you through two different business models and helps you evaluate which one is right for your firm. Join him as he discusses the pros and cons of both types of hires with one of his inner circle members. Join the Inner Circle for $1 for your first month! Use code 'CFO' at checkout --> https://www.thecfoaccelerator.com/innercircle CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 02 May 2023 | 63. Unlocking the Key to Client Retention: Adding Value Beyond the Scope | 00:06:46 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- 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
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. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 09 May 2023 | 64. Finding Your Why as a CFO with Ashley Harlan - Part 1 | 00:27:34 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you a fractional CFO looking for alignment in your work? Do you want to discover the key to serving on a whole new level, with energy, aliveness, and purpose? Join Michael King in the CFO Report for a two-part interview with Ashley Harlan, a mastermind member who embodies the synergy between the what, the who, and the why of being a fractional CFO. In this golden part one episode, Ashley shares her journey of becoming a successful fractional CFO, from her accidental start in financial planning to her realization of the growth potential in helping business owners. Get your pen and paper ready to discover how to find your own alignment and serve your clients on a whole new level. Tune in now to part one of this amazing interview! As the CEO of The Concierge CFO, Ashley and her team, the “Money Team,” provide private practice owners with a system to maintain financially healthy businesses. With her advice and expertise, Ashley helps practice owners build impactful practices and achieve their lifestyle goals. Her mission is to empower her clients to reduce their stress, enhance their lifestyles, and create businesses that make a real difference in the world. Ashley Harlan’s Links: Follow me on LinkedIn: https://www.linkedin.com/in/ashley-harlan-mba-70aa1121/ Follow me on IG: https://www.instagram.com/ashley_natrice/ Follow me on FB: https://www.facebook.com/ashleynatrice/
MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 16 May 2023 | 65. Finding Your Why as a CFO with Ashley Harlan - Part 2 | 00:31:07 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Learn how Michael’s firm KFE Solutions saves over 40 hours per month with G-Accon for Quickbooks! 👇 G-Accon is a live link that seamlessly connects our clients' QuickBooks Online data to our custom CFO Reports inside of Google Sheets. The result? Automated, customized CFO reports with virtually no data manual entry and no mistakes. 👉 Click → https://www.accon.services/gaccon-partnerships-cfo-accelerator.html =========================== Welcome to the CFO Report, part two of my interview with Ashley Harlan. In this episode, we continue our conversation about Ashley's journey as a fractional CFO, including the biggest mistake she made and the identity shift she went through. As a firm owner, Ashley had to adapt to a new way of thinking and learn how to be self-disciplined without the structure of a corporate environment. She shares her tips for finding motivation and staying accountable, including going back to her why and remembering the impact she wants to make in her community. If you haven't listened to part one yet, be sure to check it out now → Finding Your Why as a CFO with Ashley Harlan - Part 1 Don't miss this insightful discussion on the challenges and rewards of building your fractional CFO firm with Ashley Harlan! Ashley Harlan is a stress-reducing, practice-building, lifestyle-enhancing strategic financial partner for private group therapy practice owners. As the CEO of The Concierge CFO, Ashley and her team, the “Money Team,” provide private practice owners with a system to maintain financially healthy businesses. With her advice and expertise, Ashley helps practice owners build impactful practices and achieve their lifestyle goals. Her mission is to empower her clients to reduce their stress, enhance their lifestyles, and create businesses that make a real difference in the world.
Ashley Harlan’s Links: Website: www.ashleynatrice.com Follow me on LinkedIn: https://www.linkedin.com/in/ashley-harlan-mba-70aa1121/ Follow me on IG: https://www.instagram.com/ashley_natrice/ Follow me on FB: https://www.facebook.com/ashleynatrice/ CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 23 May 2023 | 66. Don't Run Off The Accountant! | 00:09:57 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you a CFO or aspiring to be one? Join Michael King in this episode of The CFO Report, where he reveals some tips on: 👉How to successfully navigate client onboarding. Don't miss this opportunity to enhance your CFO skills and drive exceptional client success. Watch now! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 30 May 2023 | 67. You Have Too Many Clients?!? (What to do) | 00:10:53 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- In this episode, we dive into the inspiring journey of one of our Inner Circle members who achieved remarkable success in just three months after leaving his corporate job. His client roster is almost at capacity, and he's facing a crucial decision: should he turn off his marketing machine or keep it running? But that's not all! We'll also explore the strategies and mindset that propelled him to double his income and live his dream life as a fractional CFO. From networking with high-profile CEOs to leveraging local connections, you'll discover actionable tips to attract ideal clients and maximize your value. If you're a fractional or virtual CFO looking to scale your services, this episode is a must-watch.
CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 06 Jun 2023 | 68. Your Client Is In Trouble - What To Do (Fractional CFO) | 00:09:22 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- A lot of businesses are under enormous financial pressure right now, especially in certain industries. What can you do as a Fractional CFO? What should you say? This week's episode of The CFO Report will help give you some direction Navigating these conversations is going to be CRITICAL if your clients start facing economic hardships. It takes intentionality, so don't miss this episode! CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy MY FAVORITE FIRM TECH: MY KEY LINKS WHO AM I? PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 13 Jun 2023 | 69. Does Your CFO Firm Need a Partner to Win? (2023) | 00:06:40 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Do you need a partner to build a successful CFO firm in 2023? In this week's episode, Carlos discusses whether partnerships might be a good idea for you. Plus, he offers 3 big ideas for creating and maintaining a strong partnership. CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FAVORITE FIRM TECH: MY KEY LINKS 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 😀 | |||
| 20 Jun 2023 | 70. Camera Shy to Camera Guy: 6 Confidence Hacks Revealed | 00:24:43 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Are you a fractional CFO looking to take your firm to the next level? One crucial skill you need to master is camera confidence. Camera confidence will help with: In this episode, I share the 6 hacks that helped me develop camera confidence which has had one of the highest ROIs of any other business skill that I’ve developed.
CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: 👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy
MY FAVORITE FIRM TECH: ✅ 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
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 😀 | |||
| 27 Jun 2023 | 71. How I Get More Done Than You (ACE Method) | 00:13:26 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- We all have the same 1,440 minutes each day, so time management becomes a crucial differentiator to achieving your goals and finding balance. 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!) - MY FREE ONLINE COURSE: 💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients- MY FRACTIONAL CFO PROGRAMS: 👉 The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle MY FAVORITE FIRM TECH: MY KEY LINKS 🌎 Website - https://www.thecfoaccelerator.com 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 😀 | |||
| 04 Jul 2023 | 72. TOP Sales MISTAKES (Growth Killers!) | 00:11:42 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- The lifetime value of a fractional CFO client can easily exceed half a million dollars. That's why it breaks my heart to see so many new fractional CFOs making the same five big mistakes when it comes to sales calls. 💔 Even one of these mistakes can be the difference between landing a client and losing them forever. Over the last seven years of running my own firm, I've made these mistakes. Countless times, and it's cost me millions of dollars. I’m breaking down each of these five mistakes, and I'm gonna show you how you can avoid them forever. 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 - 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 MY KEY LINKS 🌎 Website - https://www.thecfoaccelerator.com 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 😀 | |||
| 11 Jul 2023 | 73. 7 Deadly Mistakes New Fractional CFOs Make | 00:13:27 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- If you ignore these tips for your Fractional CFO firm, you're probably going to regret it later. Whether your firm is stuck and you're It's probably because of one of these seven mistakes that we're going to talk about today. LINKS I MENTIONED IN THIS EPISODE - CHECK OUT MY FREE WEEKLY NEWSLETTER - 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: MY KEY LINKS 🌎 Website - https://www.thecfoaccelerator.com 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 😀 | |||
| 18 Jul 2023 | 74. New Fractional CFOs: LISTEN TO THIS! (4 Show Stoppers) | 00:26:55 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- If you are even thinking about starting a fractional CFO firm in 2023 then you have to be aware of the 4 roadblocks that stop fractional CFO firm owners. 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!) - MY FREE ONLINE COURSE: 💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients - 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 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 😀 | |||
| 25 Jul 2023 | 75. If I started a CFO firm in 2023, I'd Do THIS | 00:09:36 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- One of the most common questions I get asked is: So I decided to answer that question in this week's episode of The CFO Report! I'm sharing The CFO Starter Blueprint. These are the EXACT steps I would take if I was going to start over from scratch. 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!) - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: MY FAVORITE FIRM TECH: MY KEY LINKS 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 😀
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| 01 Aug 2023 | 76. 3 Books That Changed The Way I Run My Business | 00:06:12 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- One of my favorite quotes of all time is 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 MY FAVORITE FIRM TECH: ✅ G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon MY KEY LINKS 🌎 Website - https://www.thecfoaccelerator.com 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 😀 | |||
| 08 Aug 2023 | 77. 3 Hacks To Close More CFO Clients | 00:05:16 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- $500,000 That's how much just ONE fractional CFO client could be worth to your firm. When you consider how much is on the line, you realize how vitally important it is to close every (good) lead that comes your way. In this week's episode of The CFO Report, I'm sharing 3 things I do AFTER the sales call that helps me land more clients. 📌 PS - I PROMISE you aren't doing all three of these! CHECK OUT MY FREE WEEKLY NEWSLETTER - 😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, 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 MY FAVORITE FIRM TECH: ✅ G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon MY KEY LINKS 🌎 Website - https://www.thecfoaccelerator.com 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 😀 | |||
| 15 Aug 2023 | 78. Can I Save This $60k CFO Client? | 00:10:22 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- I got the dreaded breakup text from a client recently. When clients cancel, I take that as an opportunity to see if I can figure out what went wrong and how my firm can grow from it. I also try to see if there's anything I can do to save the client. In this week's episode, I'm diagnosing where things went wrong, what we're doing about it going forward, and what I'm doing to try to save the relationship. CHECK OUT MY FREE WEEKLY NEWSLETTER - 😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, 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: MY KEY LINKS 🌎 Website - https://www.thecfoaccelerator.com 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 😀
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| 22 Aug 2023 | 79. 4 Step Decision Making Ladder (Lead Better) | 00:04:25 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- The fastest AND most sustainable way to scale your revenue and get yourself more time is by scaling your team. But having a team can end up taking MORE of your time if you're not careful. Especially if they're coming to you EVERY time they hit a snag or need to make a decision. This happened to me early in my career. 🤬 Ugh. Total time suck! Luckily I had a mentor that helped me work through it. In today's episode, I'm sharing the framework my mentor taught me so that you can empower your team, grant them more autonomy, and you can spend more time doing your work. 📌 PS - Be sure to share this episode with any other leaders on your team as well! 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 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 😀 | |||
| 29 Aug 2023 | 80. 5 Signs a Business is Ready for a Fractional CFO | 00:07:19 | |
Here's a question we don't spend enough time thinking about: "How can I tell if a business is even ready for a fractional CFO?" When you don't have that answered, you end up getting on dead end sales calls or leads try to haggle prices with you. Both of those situations are a waste of everyone's time. I've put together a list of 5 signs that signal that a business IS ready for a fractional CFO. 📌 PS - I'm also debunking a common myth about the role quality accounting plays as well! I'm sure this is going to fire up some people haha Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 05 Sep 2023 | 81. How to Identify Leads That Can't Afford Your Services | 00:04:41 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Have you ever found a lead that wants to hire you as their fractional CFO and you're super excited to work with them? 👉They're the right size Let's dive in and find out. 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 😀 | |||
| 12 Sep 2023 | 82. How to Niche as a Fractional CFO (HUGE benefits!) | 00:06:36 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- What if I told you there's one simple thing that you can do in your firm that will result in You might be surprised to find out that 73% of firm owners that I've surveyed aren't doing this. What is it? It's defining a niche. In today's episode, I'm going to share with you a four step process that you can follow to get a niche in your firm and start reaping all of these benefits. Let's dive in. 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: 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 😀 | |||
| 19 Sep 2023 | 83. CFO Stories: David Richter (Simple CFO) | 01:08:09 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- I'm super excited because today I'm bringing to you the first episode in a brand new series that I'm calling CFO Stories. This is where I'll be interviewing other multiple six and seven figure fractional CFO firm owners. My hope for this new series is to give you some other perspectives, some other ideas, some other ways that successful fractional CFOs have built and scaled their firms. I'm excited to kick the series off with my friend David Richter. David is the CEO of Simple CFO. David's got an amazing story because, like me, David doesn't come from a finance or accounting background yet he's built a multiple seven figure firm. He's built an amazing culture with an amazing team. He's got some very clear things that he does in his business better than anybody else I've ever talked to. So if you're a fractional CFO and you want to know what are some of the best in the industry doing from a lead generation, a business development perspective, then you are absolutely going to want to check this episode out. About David: David Richter is an active real estate investor, while growing and building a real estate business from 5 deals a month to over 25 deals a month, he realized that as much money was coming in, it was going right out. With the unique opportunity of being in every seat as a real estate investor, he found a calling to the company’s finance seat to help them see where their money was really going. David has helped real estate companies completely turn around from going out of business to building cash reserves through his profit advising company Simple CFO Solutions, LLC. He is the author of Profit First for Real Estate Investing. His goal in life is to completely transform the Real Estate Investing industry when it comes to how real estate investors view their finances and – bring them true financial clarity and freedom. 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:
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 😀 | |||
| 26 Sep 2023 | 84. Do THIS To Get Your CFO Firm to $250k | 00:05:36 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Making a quarter million dollars as a fractional CFO isn't as complicated as you think. In fact, most firm owners end up overcomplicating things, which ends up holding them back from ever reaching a quarter million dollars a year. In today's episode, I'm going to reveal the only six things that you need to have in place to hit the coveted quarter million dollar mark. Let's dive in. 👉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 👉My 2023 Marketing Strategy → https://www.thecfoaccelerator.com/blog/029 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: 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 😀 | |||
| 03 Oct 2023 | 85. Fractional CFOs: Avoid THIS Calendar KILLER | 00:03:39 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- Have you ever had a fractional CFO client that you absolutely love working with? But it seems like every month their CFO calls inevitably go over the allotted time. That 1 hour call becomes a 90 minute call or even a two hour call. And then your entire day, your entire calendar is just blown to bits. If you've been struggling with this, you're not alone. In fact, I was recently having a conversation with one of my Inner Circle members who's been struggling with this for months. What advice did I give her so that she can avoid going over on these CFO calls again? 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:
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 😀 | |||
| 10 Oct 2023 | 86. Do THIS to Stop CFO Clients from Leaving | 00:07:16 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- What is the number one sign that a client's getting ready to leave your fractional CFO firm? It's a lack of engagement. In today's episode, I'm going to share 5 pro tips that you can implement in your firm to keep your clients more engaged and less likely to churn. 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: 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 😀 | |||
| 17 Oct 2023 | 87. CFO Stories: Pam Jordan (Pivot Business Group) | 00:51:15 | |
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 ---------------------------------------------------------------------------------------------------------------------------------------- This week I'm sharing another CFO Stories interview. Every month, I'll be interviewing successful fractional CFO firm owners and diving deep to find out how they've done it. Next in the series, I'm talking with Pam Jordan of Pivot Business Group and she's sharing some pretty candid behind the scenes experiences that she's had in her journey over the last several years of building her firm. Pam lays out the exact step by step process that she would follow if she was to start her firm owner from scratch today based on all the lessons that she's learned. About Pam: Pam Jordan is a no-nonsense financial expert and speaker. Pam specializes in analyzing and streamlining the backend of fast-growing companies as well as efficiently creating more profit and strategic growth. Over seven years ago Pam started Pivot Business Group. Carrying the title Founder and CEO, she works day in and day out to identify and eliminate errors, create financials businesses can trust, and work with her clients long term to maximize growth (and profit). Pam recognized that most entrepreneurs begin their business based on an idea or passion. This being the case, many of them are not interested in the financial side of running a company. That’s where the Pivot team steps in. They focus on untangling businesses' finances while you continue to grow your company, create ideas, and take over the industry. Pam and her team manage over half a billion dollars for entrepreneurs. Pam and her husband, Nick, met while Pam was in her junior year of college and have been together ever since. Together they have three children. In her personal time Pam likes to brainstorm new business endeavors, blog on her food account ImaCeliac.com, and end the night with her favorite drink – Bourbon. ✅LinkedIn: https://www.linkedin.com/in/pamjordan/ 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: 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 😀 | |||
| 24 Oct 2023 | 88. What I do to get THE MOST Fractional CFO Leads | 00:05:18 | |
Are you looking to get more fractional CFO clients this year? If you are, hands down, the best way to do that is by speaking on stage, speaking on podcasts, or getting on webinars. But the most common question that I get asked from fractional CFOs that are ready to start speaking is, what in the world do I talk about? In this episode of the CFO Report, I'm talking to one of my Inner Circle members. She's excited to start speaking, but she's not really sure what to talk about. I break down the one topic that I've been speaking on for years that audiences absolutely love and get a ton of value out of. What is that topic?
Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 31 Oct 2023 | 89. I Found My Niche! (Real World!) | 00:16:21 | |
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 types of questions you can ask yourself to figure out which niche you want to serve. Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 07 Nov 2023 | 90. Avoid These MAJOR CFO Traps (Bonus: How to Escape Them!) | 00:08:44 | |
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. In today's episode, you’ll learn what these three specific types of traps are, and I'm going to give you some very simple, practical advice on what to do if you ever find yourself in one of these three traps. Let's dive in. 👉 Why Scaling CFO Firms MUST Have Defined Packages _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 14 Nov 2023 | 91. SIMPLE Method for Fractional CFO Compensation | 00:06:44 | |
This topic that's been a game-changer for my firm – 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 my _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 21 Nov 2023 | 92. THIS is actually BAD for your clients | 00:07:05 | |
🔥I've got a hot take.🔥 _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 28 Nov 2023 | 93. How to Move Clients from Bookkeeping to CFO Packages | 00:04:57 | |
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? Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 05 Dec 2023 | 94. How to Handle Bad Books as a Fractional CFO | 00:04:42 | |
One of the scariest moments in the life of a fractional CFO comes right after you sign a new client. I'm walking him through the process step by step on how to handle this and still look like a CFO that's helpful, but not crossing boundaries. Let's dive in. _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 12 Dec 2023 | 95. Why 99% Of Fractional CFOs Lose Clients | 00:48:28 | |
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 as well? It's strategic goals and an action plan to achieve those goals. In today's episode of the CFO report, I'm sharing a replay from one of my recent Inner Circle group coaching calls. What are those five steps? Let’s dive in and find out. Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀
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| 09 Jan 2024 | 96. The Secret To Keeping A Client Happy (The Sandbox Method) | 00:05:05 | |
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? _________________________
Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 16 Jan 2024 | 97. I Lost $500k in Revenue (And Made it Back in 62 Days!) | 00:19:04 | |
The past twelve months have been a rollercoaster of blessings and challenges for me and my team. In a world saturated with success stories, it's crucial to acknowledge the struggles. I'm here to break the illusion of perfection often portrayed on social media and share the real, messy side of life—both in business and on a personal level. Join me in this raw and unfiltered discussion as I open up about the specific hurdles and setbacks that made me feel like my year was going up in flames. So, without further ado, let's dive in. _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 23 Jan 2024 | 98. The Decision Framework Every Fractional CFO Needs (The Fear Index) | 00:39:16 | |
Have you ever worked with a Fractional CFO client and you've told them exactly what they need to do to: Do you ever sit back and wonder "What are they scared of? Why won't they just do the thing that I'm telling them to do?!?" Those four fears are likely the reason your clients aren't taking action and not having the impact you know is possible. In today's episode of The CFO Report, I'm going to break down each of these four fears that are keeping your clients from taking action. And I'm going to give you some really specific ideas on ways that you can work with your clients to help them work through those actions so that they can ultimately have the success that you know is possible for them. _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 30 Jan 2024 | 99. The 4 Key Traits of 7 Figure Fractional CFOs | 00:09:28 | |
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 with you the four characteristics of Fractional CFOs who are having the most success and the most impact. Let's dive in. _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||
| 06 Feb 2024 | 100. Don’t Make This Fractional CFO Mistake In 2024 (Or You’re Fired) | 00:08:30 | |
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 client’s strategic goals are so you can put the strategic financial plan in place. And if you're not doing that, you're not going to have a job for very long. In today's episode, I'm also going to share some very specific things that you can say to your clients to unlock their roadblocks, help them put some strategic goals in place, and allow you to do your job. If you've ever had a client who struggled to establish goals, you don't want to miss this episode. Let's dive in. _________________________ Interested in hiring MY firm to be your Fractional CFO? CHECK OUT MY FREE WEEKLY NEWSLETTER - MY FREE ONLINE COURSE: MY FRACTIONAL CFO PROGRAMS: 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust. MY FAVORITE FIRM TECH: MY KEY LINKS 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! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀 | |||