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The CFO Report

Latest episodes

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Dec 17, 2024 • 12min

145. THIS is Why Fractional CFOs Lose Clients (TOP REASON)

👉 Want a community of other Fractional CFOs to help you scale? Go here: https://www.thecfoaccelerator.com/innercircle?utm_source=YT 👉  Want free, actionable insights to start or scale your firm? Check out my newsletter here: https://www.thecfoaccelerator.com/5mfcfo?utm_source=YT If you’re new to the podcast, my name is Michael King. I’ve been building and managing my Fractional CFO firm, KFE Solutions, since 2016. I’ve also coached hundreds of other Fractional CFO firm owners to help them start and scale their firms as well. Today, I share the lessons I’ve learned over the past 8+ years to help others build their firms and have an outsized impact on their clients.Huge shout out to our sponsors who help us to put out this content: 1) Need someone you can trust to handle bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator?utm_source=CFOAccelerator&utm_medium=Referral&utm_campaign=Partnership&utm_content=&utm_term=2) Want to save 40 hours/month+ on creating reports for your CFO clients? Check out G-Accon: https://cfo.thecfoaccelerator.com/accon  
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Dec 10, 2024 • 20min

144. My Proven Process For Closing CFO Calls

📌 Links referenced:👉 Want to save 40 hours/month+ on creating reports for your CFO clients? Check out G-Accon: https://cfo.thecfoaccelerator.com/accon👉 Buyer First: Grow Your Business with Collaborative Selling - https://amzn.to/4irpqTQ 👉 Want a community of other Fractional CFOs to help you scale? Go here: https://www.thecfoaccelerator.com/innercircle?utm_source=YT 👉  Want free, actionable insights to start or scale your firm? Check out my newsletter here: https://www.thecfoaccelerator.com/5mfcfo?utm_source=YT If you’re new to the podcast, my name is Michael King. I’ve been building and managing my Fractional CFO firm, KFE Solutions, since 2016. I’ve also coached hundreds of other Fractional CFO firm owners to help them start and scale their firms as well. Today, I share the lessons I’ve learned over the past 8+ years to help others build their firms and have an outsized impact on their clients.Huge shout out to our sponsors who help us to put out this content: 1) Need someone you can trust to handle bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator?utm_source=CFOAccelerator&utm_medium=Referral&utm_campaign=Partnership&utm_content=&utm_term=2) Want to save 40 hours/month+ on creating reports for your CFO clients? Check out G-Accon: https://cfo.thecfoaccelerator.com/accon  
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11 snips
Dec 3, 2024 • 14min

143. My EXACT CFO Report for 2025 (what we sell to clients)

Dive into the world of CFO reports, highlighting the critical role of monthly cash flow reviews in driving business success. Explore how setting clear boundaries in advisory roles can enhance the fractional CFO experience. Understand why cash flow mastery is vital for maintaining financial health, especially post-pandemic. Learn practical strategies for engaging clients in meaningful discussions about key financial metrics, empowering them to make informed decisions. This is a treasure trove of insights for aspiring and established fractional CFOs alike!
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Nov 26, 2024 • 13min

142. Three Lessons EVERY New Fractional CFO Needs to Hear

📌 Links referenced: The Inner Circle https://www.thecfoaccelerator.com/offers/F3Mgh6mq?coupon_code=ICYT 👉 Want a community of other Fractional CFOs to help you scale? Go here: https://www.thecfoaccelerator.com/innercircle?utm_source=YT 👉 Want free, actionable insights to start or scale your firm? Check out my newsletter here: https://www.thecfoaccelerator.com/5mfcfo?utm_source=YT If you’re new to the podcast, my name is Michael King. I’ve been building and managing my Fractional CFO firm, KFE Solutions, since 2016. I’ve also coached hundreds of other Fractional CFO firm owners to help them start and scale their firms as well. Today, I share the lessons I’ve learned over the past 8+ years to help others build their firms and have an outsized impact for their clients. Huge shout out to our sponsors who help us to put out this content: 1) Need someone you can trust to handle bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator?utm_source=CFOAccelerator&utm_medium=Referral&utm_campaign=Partnership&utm_content=&utm_term= 2) Want to save 40 hours/month+ on creating reports for your CFO clients? Check out G-Accon: https://cfo.thecfoaccelerator.com/accon
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Nov 19, 2024 • 6min

141. My Dead Simple Approach to Metrics As a Fractional CFO

👉 Want a community of other Fractional CFOs to help you scale?Go here: https://www.thecfoaccelerator.com/innercircle?utm_source=YT👉 Want free, actionable insights to start or scale your firm?Check out my newsletter here: https://www.thecfoaccelerator.com/5mfcfo?utm_source=YTIf you’re new to the podcast, my name is Michael King. I’ve been building and managing my Fractional CFO firm, KFE Solutions, since 2016. I’ve also coached hundreds of other Fractional CFO firm owners to help them start and scale their firms as well. Today, I share the lessons I’ve learned over the past 8+ years to help others build their firms and have outsized impact for their clients.Huge shout out to our sponsors who help us to put out this content:1) Need someone you can trust to handle bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator?utm_source=CFOAccelerator&utm_medium=Referral&utm_campaign=Partnership&utm_content=&utm_term=2) Want to save 40 hours/month+ on creating reports for your CFO clients? Check out G-Accon: https://cfo.thecfoaccelerator.com/accon
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11 snips
Nov 12, 2024 • 15min

140. No BS Advice For Starting a Fractional CFO Firm in 2025

Discover crucial insights for launching a fractional CFO firm, emphasizing the need for strong sales skills and a supportive team. Learn how effective task delegation can enhance efficiency and scalability, with Giacon emerging as a vital tool for automating report generation. Gain practical tips for managing time and transitioning from a full-time job to entrepreneurship, while understanding the value of embracing imperfections in your journey. Great advice awaits for those eager to make a significant impact!
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Nov 6, 2024 • 14min

139. WIP Reporting Essentials for Fractional CFOs

Struggling with forecasting accuracy as a Fractional CFO? Discover how the WIP Report can be your crystal ball for clear, reliable financial projections. In this video, we’ll show you how to use a WIP Report to prevent costly mistakes, keep your clients’ cash flow on track, and make strategic decisions with confidence.Check out this episode on YouTube:🔥 https://youtu.be/yFvSNO75zcE 👉 Join the Inner Circle for just $1 in your first month using this link: https://www.thecfoaccelerator.com/offers/F3Mgh6mq?coupon_code=ICPOD 💡 Want free tips to grow your firm fast? https://www.thecfoaccelerator.com/5mfcfo 🔥 Need help with bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator 📊 Want to save 40+ hours a month on reporting? Use G-Accon: https://cfo.thecfoaccelerator.com/accon
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Nov 5, 2024 • 11min

138. 13 Hours of CFO Firm Building GOLD (in 11 minutes)

Wondering how to scale your Fractional CFO firm to seven figures? I spent 13 hours with some of the most successful CFOs in the game, talking about everything from streamlining your sales process to building the right team. Here are my biggest takeaways, in under 11 minutes! 👉 Looking for a community of Fractional CFOs to help you scale? https://www.thecfoaccelerator.com/innercircle 💡 Want free tips to grow your firm fast? https://www.thecfoaccelerator.com/5mfcfo 🔥 Need help with bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator 📊 Want to save 40+ hours a month on reporting? Use G-Accon: https://cfo.thecfoaccelerator.com/accon
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Oct 29, 2024 • 18min

137. I just landed a HUGE client. (Here's how!)

I just got a $30,000,000 lead for my Fractional CFO firm. Here's the full behind the scenes on how I handled the ENTIRE sales process. 👉 Looking for a community of Fractional CFOs to help you scale? https://www.thecfoaccelerator.com/innercircle 💡 Want free tips to grow your firm fast? https://www.thecfoaccelerator.com/5mfcfo 🔥 Need help with bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator 📊 Want to save 40+ hours a month on reporting? Use G-Accon: https://cfo.thecfoaccelerator.com/accon
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Oct 22, 2024 • 16min

136. Client Onboarding Secrets

One of the best ways to keep Fractional CFO clients longer is by nailing the onboarding process. This video walks you through my approach. 👉 Looking for a community of Fractional CFOs to help you scale? https://www.thecfoaccelerator.com/innercircle💡 Want free tips to grow your firm fast? https://www.thecfoaccelerator.com/5mfcfo🔥 Need help with bookkeeping for your clients? Check out Decimal: https://www.decimal.com/lp/cfo-accelerator📊 Want to save 40+ hours a month on reporting? Use G-Accon: https://cfo.thecfoaccelerator.com/accon

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