36. How To Build a Strategy for Your CFO Firm (Part 1 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 ---------------------------------------------------------------------------------------------------------------------------------------- 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 1 of a 3-part series where I'm talking all things CFO Strategy.   In this part, I'm going to share with you how I set personal goals and use them to inform the goals for my firm.   In part 2, 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 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.  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/salesMY 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 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices