In this episode of “Building the Premier Accounting Firm,” host Roger Knech interviews Sarah Webb, founder of Web CFO, about transitioning from corporate finance to launching a successful virtual CFO and accounting business. Sarah shares insights on marketing strategies, fractional CFO services, and building a client-centric firm. Learn how her diverse experience and marketing savvy propelled her accounting business.

Key Takeaways:

Embrace relationship building over aggressive sales tactics for sustainable growth.
Define fractional CFO services as a blend of accurate accounting and forward-looking financial insights.
Focus on KPIs such as accounts receivable, cash flow, and gross profit to drive client success.
Encourage business owners to delegate effectively and take time off to build self-sustaining businesses.
Implement fraud prevention measures, including receipt verification and accounting email management.

Featured Quotes:

Sarah Webb: “I don’t want to say I’m always selling, I’m always relationship building. And just because you tell me no now doesn’t mean it’s no forever.”
Roger Knech: “Accounting is the language of business and the company is communicating via these numbers to the business owner what is going well, what needs attention, what needs to be fixed.”
Sarah Webb: “I am grateful for the flexibility of this profession that allows me to kind of do all different things.”

Thank you for joining us for this episode of Building the Premier Accounting Firm. Learn more about how you can add CFO services to your firm’s offerings by calling our team at 435-344-2060.

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