37. How to Build a Strategy for Your CFO Firm (Part 2 of 3)

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

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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, 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 

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

 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 😀

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