44. Your Clients Need Better Reporting: What To Do

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 ---------------------------------------------------------------------------------------------------------------------------------------- We’ve been seeing a BIG issue with new virtual CFO clients: They’re missing the systems and tech you need to do your job as their CFO. 👉 In this episode, we’re discussing what steps you should take as the fractional or virtual CFO when you realize that a new client is missing the backend systems and reporting required for you to do your job. 👉 We’re also going to address how to have conversations with your clients when they aren’t taking the steps needed to make their businesses financially successful 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 😀 #Bookkeeping #FractionalCFO #virtualcfo #accountants #teambuilding #businessorganization #businesssoftware #accounting #fulltimecfo #cfoservices