Welcome to another episode of the Building the Premier Accounting Firm podcast. In today's episode host Roger Knecht and his guest Rusty Fulling explore the world of CFO advisory services, moving beyond traditional accounting to help businesses achieve clarity, growth, and peace of mind. Discover how to transition into a strategic advisor role and build lasting client relationships on this episode.

In This Episode:

00:00 Introduction to Rusty Fuling's Expertise 03:08 Defining CFO & Advisory Services 07:23 Confidence in Advisory: Lessons Learned 11:14 Beyond Numbers: Making an Eternal Impact 15:18 CFO Service Pricing & Engagement 19:18 Client 'Arrival' and Lifelong Learning 25:37 Recharging Through Service & Missions 30:25 Finding Mission in Your Business 34:04 Five Lessons for Long-Term Success 38:16 Closing Thoughts & Resources

Key Takeaways:

Define outsourced CFO services by focusing on clarity, profit growth, and peace of mind for clients.
Implement intentional leadership principles in your own firm before advising clients on them.
Practice patience and learn from experiences, understanding that growth takes time and effort.
Structure CFO engagements with value-based pricing models, such as monthly retainers with a percentage of revenue.
Cultivate deep, relationship-based services that address clients' personal and professional challenges.

Featured Quotes:

"You helped me sleep at night." -Rusty Fulling
"Sometimes you just have to start. Don't wait for perfection." -Rusty Fulling
"Maybe the mission that God has for you is the business he's already given you." -Rusty Fulling

Conclusion:

Thank you for joining us for another episode of Building the Premier Accounting Firm with Roger Knecht. For more information on how you can establish your own accounting firm and take control of your time and income, call 435-344-2060 or schedule an appointment to connect with Roger's team here.

Sponsors:

Universal Accounting Center

Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

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Learn what it is you can do to become an author, leveraging your expertise to market your services effectively and get the clients you deserve. This is a webinar you don't want to miss. Learn from Mike Capuzzi what a Shook is and how you can use it to position yourself as the Premier Accounting Firm in your area. This is a must-see presentation so get ready to take some great notes.

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Next, join a group of like-minded professionals within the accounting community. Stay up-to-date on current topics and trends and see what you can do to also give back, participating in relevant conversations as they relate to offering quality accounting services and building your bookkeeping, accounting & tax business.

The Accounting & Bookkeeping Tips Facebook Group
The Universal Accounting Fanpage
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Remember this, Accounting Success IS Universal.

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