The CFO Report cover image

The CFO Report

96. The Secret To Keeping A Client Happy (The Sandbox Method)

Jan 9, 2024
05:05

Should you be giving your clients access to your forecast projections and other CFO tools, or are you setting yourself up for failure if you do?

In today's episode of the CFO report, I will definitively answer why you've got to give your clients access to these tools.

You're going to want to stick around until the end because I'm also going to reveal the number one thing that your clients need from you, a fractional CFO.

Without further ado, let's dive in.

 _________________________

 

Interested in hiring MY firm to be your Fractional CFO?
https://www.kfesolutions.com

CHECK OUT MY FREE WEEKLY NEWSLETTER - 
๐Ÿ˜€ 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:
๐Ÿ’ฐ CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients https://cfo.thecfoaccelerator.com/sales

MY FRACTIONAL CFO PROGRAMS:
๐Ÿ‘‰ The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle
๐Ÿ‘‰ The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy 

๐Ÿ“š Have clients that need bookkeeping? Trust the bookkeeping firm we trust.
Click here to learn more about Decimal

MY FAVORITE FIRM TECH: 
โœ… G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon
โœ… Kajabi - Love this for my website and marketing: https://app.kajabi.com/r/WaFg8TLv 

MY KEY LINKS
๐ŸŒŽ Website - https://www.thecfoaccelerator.com
๐Ÿ‘‹ LinkedIn -  https://www.linkedin.com/iammichaelking

WHO AM I?

I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent nearly a decade 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 scale their firms and maximize their own impact!

PS - Some of the links in this description are affiliate links that I get kickbacks from ๐Ÿ˜€

Get the Snipd
podcast app

Unlock the knowledge in podcasts with the podcast player of the future.
App store bannerPlay store banner

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode

Save any
moment

Hear something you like? Tap your headphones to save it with AI-generated key takeaways

Share
& Export

Send highlights to Twitter, WhatsApp or export them to Notion, Readwise & more

AI-powered
podcast player

Listen to all your favourite podcasts with AI-powered features

Discover
highlights

Listen to the best highlights from the podcasts you love and dive into the full episode