38. How To Build a Strategy for Your CFO Firm (Part 3 of 3)

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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.

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 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

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💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients - 
https://cfo.thecfoaccelerator.com/sales

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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 😀

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