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Episode | Date |
---|---|
167. Clients Overstepping? Set Better Boundaries
|
Jun 17, 2025 |
166. Get So Many Leads It Feels CRIMINAL (Fractional CFOs)
|
Jun 03, 2025 |
165. No Leads, No Clients? Fix This First.
|
May 27, 2025 |
164. Firing My Client Changed Everything
|
May 13, 2025 |
163. Steal My Exact CFO Pricing Strategy (Proven ROI)
|
May 06, 2025 |
162. From Burnout to Purpose: Building a CFO Firm After Loss
|
Apr 29, 2025 |
161. The One Skill Most CFOs Overlook
|
Apr 22, 2025 |
160. What Services Fractional CFOs Should Offer in 2025
|
Apr 15, 2025 |
159. These Tactics Prevent Ghosting AND Revive Leads
|
Apr 08, 2025 |
158. Building a CFO Firm? Don’t Make These Mistakes
|
Apr 01, 2025 |
157. The Mistake That Almost Ended the Company
|
Mar 25, 2025 |
156. Building a CFO Firm, But On Easy Mode
|
Mar 18, 2025 |
155. Stop Losing Clients Over THIS (CFO Onboarding Secrets)
|
Mar 11, 2025 |
154. 9 Years Later: Fractional CFO Advice I’d Give on Day 1
|
Mar 04, 2025 |
153. 3 Sales Objections Killing Deals (Fractional CFOs)
|
Feb 25, 2025 |
152. Fractional CFOs: Should you raise prices in 2025?
|
Feb 18, 2025 |
151. Major Shift In How I Sell in 2025
|
Feb 11, 2025 |
150. THIS is hard. Do it anyway. (Fractional CFOs)
|
Feb 04, 2025 |
149. You need to think BIGGER. Here's how.
|
Jan 28, 2025 |
148. How I Plan to Grow my CFO Firm in 2025 (+230%)
|
Jan 21, 2025 |
147. Advice FROM Fractional CFO Clients (PLOT TWIST)
|
Jan 14, 2025 |
146. What Clients Really Say About Working with a Fractional CFO (no frills, no BS)
|
Jan 07, 2025 |
145. THIS is Why Fractional CFOs Lose Clients (TOP REASON)
|
Dec 17, 2024 |
144. My Proven Process For Closing CFO Calls
|
Dec 10, 2024 |
143. My EXACT CFO Report for 2025 (what we sell to clients)
|
Dec 03, 2024 |
142. Three Lessons EVERY New Fractional CFO Needs to Hear
|
Nov 26, 2024 |
141. My Dead Simple Approach to Metrics As a Fractional CFO
|
Nov 19, 2024 |
140. No BS Advice For Starting a Fractional CFO Firm in 2025
|
Nov 12, 2024 |
139. WIP Reporting Essentials for Fractional CFOs
|
Nov 06, 2024 |
138. 13 Hours of CFO Firm Building GOLD (in 11 minutes)
|
Nov 05, 2024 |
137. I just landed a HUGE client. (Here's how!)
|
Oct 29, 2024 |
136. Client Onboarding Secrets
|
Oct 22, 2024 |
135. Your Clients Are Paying for GROWTH (Here's How)
|
Oct 15, 2024 |
134. How to Approach Owner's Comp as a Firm Owner
|
Oct 08, 2024 |
133. The 7-Figure Fractional CFO Firm Owner Masterclass
|
Oct 01, 2024 |
132. Focus on THIS to be a successful Fractional CFO.
|
Sep 24, 2024 |
131. How the BEST New Fractional CFOs Lead | Alex Judd
|
Sep 17, 2024 |
130. Start Here If You're A New Fractional CFO | Masterclass
|
Sep 10, 2024 |
129. How To Hold Your Clients & Team Accountable as a Fractional CFO
|
Sep 03, 2024 |
128. I Discovered The Secret To The Perfect CFO Call In 2024
|
Aug 27, 2024 |
127. How to Drive Action With Your Clients on the CFO Call
|
Aug 20, 2024 |
126. Do THIS To Scale Your CFO Firm (6 Requirements)
|
Aug 13, 2024 |
125. 4 Things Keeping You From Becoming A 7-Figure Fractional CFO
|
Aug 06, 2024 |
124. A Brutally Honest Truth About Firing Employees As A Fractional CFO
|
Jul 30, 2024 |
123. Where Is the Best Place To Find Clients As A Fractional CFO
|
Jul 23, 2024 |
122. How To Speak On Stage As A Fractional CFO (Simple)
|
Jul 16, 2024 |
121. When To Grow Your Fractional CFO Firm!
|
Jul 09, 2024 |
120. 7 Figure Firm Owner Shares His Process For Getting More Leads | Jay Dotson
|
Jul 02, 2024 |
119. This Simple System Will Triple Your Leads (Fast)
|
Jun 25, 2024 |
118. Are Your Fractional CFO Firm's Margins Good? (Find Out)
|
Jun 11, 2024 |
117. How I'd Start a Fractional CFO Firm From Scratch!
|
Jun 04, 2024 |
116. How The Top 1% Manage Their Time
|
May 28, 2024 |
115. Do They Even NEED a Fractional CFO? (5 Signs!)
|
May 21, 2024 |
114. How To Become a Full Time Fractional CFO!
|
May 14, 2024 |
113. Should Fractional CFOs Offer Bookkeeping? (The answer!)
|
May 07, 2024 |
112. You MUST Keep Bad Clients (+ 6 Other Myths Holding You Back)
|
Apr 30, 2024 |
111. Perfectionism Is Ruining Your Firm
|
Apr 23, 2024 |
110. Brutally Honest Advice If You Struggle To Get Clients
|
Apr 16, 2024 |
109. Want To Be Rich? Don't Become a Fractional CFO
|
Apr 09, 2024 |
108. CFO Stories: From Bank Teller To Fractional CFO (Aaron Hill)
|
Apr 02, 2024 |
107. 8 Business Lessons That Could Change Everything
|
Mar 26, 2024 |
106. I Lost $100k on Ads so You Don't Have To!
|
Mar 19, 2024 |
105. Will A.I. Destroy Fractional CFO’s?
|
Mar 12, 2024 |
104. How to Raise Your Fractional CFO Prices With Existing Clients
|
Mar 05, 2024 |
103. My New 2024 Sales Strategy REVEALED!
|
Feb 27, 2024 |
102. How To Set Client Boundaries That Actually Work (CFO Guide)
|
Feb 20, 2024 |
101. The 2 MOST Effective Ways To Get A Know-It-All Client To Listen
|
Feb 13, 2024 |
100. Don’t Make This Fractional CFO Mistake In 2024 (Or You’re Fired)
|
Feb 06, 2024 |
99. The 4 Key Traits of 7 Figure Fractional CFOs
|
Jan 30, 2024 |
98. The Decision Framework Every Fractional CFO Needs (The Fear Index)
|
Jan 23, 2024 |
97. I Lost $500k in Revenue (And Made it Back in 62 Days!)
|
Jan 16, 2024 |
96. The Secret To Keeping A Client Happy (The Sandbox Method)
|
Jan 09, 2024 |
95. Why 99% Of Fractional CFOs Lose Clients
|
Dec 12, 2023 |
94. How to Handle Bad Books as a Fractional CFO
|
Dec 05, 2023 |
93. How to Move Clients from Bookkeeping to CFO Packages
|
Nov 28, 2023 |
92. THIS is actually BAD for your clients
|
Nov 21, 2023 |
91. SIMPLE Method for Fractional CFO Compensation
|
Nov 14, 2023 |
90. Avoid These MAJOR CFO Traps (Bonus: How to Escape Them!)
|
Nov 07, 2023 |
89. I Found My Niche! (Real World!)
|
Oct 31, 2023 |
88. What I do to get THE MOST Fractional CFO Leads
|
Oct 24, 2023 |
87. CFO Stories: Pam Jordan (Pivot Business Group)
|
Oct 17, 2023 |
86. Do THIS to Stop CFO Clients from Leaving
|
Oct 10, 2023 |
85. Fractional CFOs: Avoid THIS Calendar KILLER
|
Oct 03, 2023 |
84. Do THIS To Get Your CFO Firm to $250k
|
Sep 26, 2023 |
83. CFO Stories: David Richter (Simple CFO)
|
Sep 19, 2023 |
82. How to Niche as a Fractional CFO (HUGE benefits!)
|
Sep 12, 2023 |
81. How to Identify Leads That Can't Afford Your Services
|
Sep 05, 2023 |
80. 5 Signs a Business is Ready for a Fractional CFO
|
Aug 29, 2023 |
79. 4 Step Decision Making Ladder (Lead Better)
|
Aug 22, 2023 |
78. Can I Save This $60k CFO Client?
|
Aug 15, 2023 |
77. 3 Hacks To Close More CFO Clients
|
Aug 08, 2023 |
76. 3 Books That Changed The Way I Run My Business
|
Aug 01, 2023 |
75. If I started a CFO firm in 2023, I'd Do THIS
|
Jul 25, 2023 |
74. New Fractional CFOs: LISTEN TO THIS! (4 Show Stoppers)
|
Jul 18, 2023 |
73. 7 Deadly Mistakes New Fractional CFOs Make
|
Jul 11, 2023 |
72. TOP Sales MISTAKES (Growth Killers!)
|
Jul 04, 2023 |
71. How I Get More Done Than You (ACE Method)
|
Jun 27, 2023 |
70. Camera Shy to Camera Guy: 6 Confidence Hacks Revealed
|
Jun 20, 2023 |
69. Does Your CFO Firm Need a Partner to Win? (2023)
|
Jun 13, 2023 |
68. Your Client Is In Trouble - What To Do (Fractional CFO)
|
Jun 06, 2023 |
67. You Have Too Many Clients?!? (What to do)
|
May 30, 2023 |
66. Don't Run Off The Accountant!
|
May 23, 2023 |
65. Finding Your Why as a CFO with Ashley Harlan - Part 2
|
May 16, 2023 |
64. Finding Your Why as a CFO with Ashley Harlan - Part 1
|
May 09, 2023 |
63. Unlocking the Key to Client Retention: Adding Value Beyond the Scope
|
May 02, 2023 |
62. Does Your CFO Firm Need a Financial Analyst?
|
Apr 25, 2023 |
61. How to Avoid Taking CFO Client Outcomes Personally
|
Apr 18, 2023 |
60. How to Avoid Hourly Pricing Discussions as a CFO
|
Apr 11, 2023 |
59. Why Fractional CFOs Should Avoid THIS Type of Work
|
Apr 04, 2023 |
58. How to Build Your Entire CFO Firm Strategy (2023)
|
Mar 28, 2023 |
57. Is Variable Pricing Right for YOUR CFO Firm?
|
Mar 21, 2023 |
56. Why Scaling CFO Firms MUST Have Defined Packages
|
Mar 14, 2023 |
55. Differentiate Yourself as a Fractional CFO in 2023 (DO THIS!)
|
Mar 07, 2023 |
54. The Ultimate Guide to Fractional CFO Compensation
|
Feb 28, 2023 |
53. The Collaborative Edge: How to Make Sure Clients Loop You In
|
Feb 21, 2023 |
52. 7 Power Tips for Fractional CFO Success
|
Feb 14, 2023 |
51. The Art of Persuasion for CFOs: Leading Clients to Take Action
|
Feb 07, 2023 |
50. Uncover the 2 Hidden Mindsets Slowing Down Fractional CFOs
|
Jan 31, 2023 |
49. How to Explain: Profit Margins
|
Jan 24, 2023 |
48. Avoid a Communications CATASTROPHE!
|
Jan 17, 2023 |
47. Top CFO Questions SOLVED (Q&A with Michael)
|
Jan 10, 2023 |
46. Do CFOs Have To Be A One Stop Shop in 2023?
|
Jan 03, 2023 |
45. HUGE Opportunity for Virtual CFOs in 2023
|
Dec 27, 2022 |
44. Your Clients Need Better Reporting: What To Do
|
Dec 20, 2022 |
43. What To Do When Your CFO Clients' Books are WRECKED
|
Dec 13, 2022 |
42. How to Explain: The Balance Sheet
|
Dec 06, 2022 |
41. How to Explain: Profit & Loss
|
Nov 29, 2022 |
40. Cash Flow Forecasting: 3 Big Questions ANSWERED
|
Nov 22, 2022 |
39. Why I Quit Drinking: 5 Reasons
|
Nov 15, 2022 |
38. How To Build a Strategy for Your CFO Firm (Part 3 of 3)
|
Nov 08, 2022 |
37. How to Build a Strategy for Your CFO Firm (Part 2 of 3)
|
Nov 01, 2022 |
36. How To Build a Strategy for Your CFO Firm (Part 1 of 3)
|
Oct 25, 2022 |
35. Critical Advice on Becoming a Full Time Fractional CFO
|
Oct 18, 2022 |
34. Should CFOs Offer Tax Strategies?
|
Oct 11, 2022 |
33. Did I Just Lose an $84k Client?
|
Oct 04, 2022 |
32. How I Failed at Success
|
Sep 27, 2022 |
31. CFO Check-In Calls
|
Sep 20, 2022 |
30. Get Fewer Questions and More Results From Your Team
|
Sep 13, 2022 |
29. How to Level Up as a CFO
|
Sep 06, 2022 |
28. Use Negative Feedback as Competitive Advantage (4 Steps)
|
Aug 30, 2022 |
27. My Secret to Get People to Take Action
|
Aug 23, 2022 |
26. Your Pricing Isn't What's Holding Your Sales Back
|
Aug 16, 2022 |
25. Complexity: The Silent Killer of CFO Firms
|
Aug 09, 2022 |
24. CFO Tech Stack
|
Aug 02, 2022 |
23. The Importance of In-Person Meetings for Virtual Teams
|
Jul 26, 2022 |
22. CFOs: We Have a Problem
|
Jul 19, 2022 |
21. 4 Hiring Hacks to Get The BEST Applicants
|
Jul 12, 2022 |
20. Why Firms Should Hire an Assistant First
|
Jul 05, 2022 |
19. LEADER or MANAGER - Which Should You Be as a CEO?
|
Jun 28, 2022 |
18. 7 Crucial Steps To Launch CFO Services Faster in 2022 (Part 4 of 4)
|
Jun 21, 2022 |
17. The REAL Pros and Cons of Offering CFO Services (Part 3 of 4)
|
Jun 14, 2022 |
16. 4 ESSENTIAL CFO Services (Part 2 of 4)
|
Jun 07, 2022 |
15. Can YOU offer CFO services? (Part 1 of 4)
|
May 31, 2022 |
14. How to Level Up as a Leader
|
May 24, 2022 |
13. How to Fire BAD Clients
|
May 17, 2022 |
12. Why EVERYONE Should Write Their Own Obituary
|
May 10, 2022 |
11. My FAVORITE Time Hacking Tool
|
May 03, 2022 |
10. Tackling Self-Doubt And Impostor Syndrome as a CEO
|
Apr 26, 2022 |
9. New Client Onboarding Best Practices for 2022 (Bookkeeping, Accounting, CFO)
|
Apr 19, 2022 |
8. Top 6 Lessons After 6 Years In Business
|
Apr 12, 2022 |
7. The 6 MOST IMPORTANT Processes for Your Firm
|
Apr 05, 2022 |
6. Three Signs That It's Time to FIRE A CLIENT
|
Mar 29, 2022 |
5. Stop Hourly Invoicing. Here's Why.
|
Mar 22, 2022 |
4. Start HERE to Land DREAM CLIENTS
|
Mar 15, 2022 |
3. Is NOW the Best Time to Raise Prices? Maybe.
|
Mar 08, 2022 |
2. Growth Means More Than Increasing Revenue
|
Mar 08, 2022 |
1. 3 Truths That Changed My Business Forever
|
Feb 16, 2022 |