Critical Advice on Becoming a Full Time Fractional CFO

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  • เผยแพร่เมื่อ 11 ก.ย. 2024
  • Fractional CFOs:
    Are you looking to get more leads, close more clients, and increase your firm's revenue in 2024?
    If so, you'll want to join me at The 2024 CFO Accelerator LIVE May 15-17 in Dallas, TX.
    Click here learn more here 👇
    www.thecfoacce...
    _________________________
    What does it take to go from part-time fractional CFO to full-time CEO of a fractional CFO (virtual CFO) firm?
    Shannon Weinstein, CPA made the transition earlier this year.
    In this episode, she shares some of the biggest lessons learned, mistakes, and tips that she learned in her journey.
    Learn more about Shannon 👇
    www.fitnancial...
    _________________________
    Interested in hiring MY firm to be your Fractional CFO?
    www.kfesolutio...
    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!) -
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    MY FREE ONLINE COURSE:
    💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients -
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    MY FRACTIONAL CFO PROGRAMS:
    👉 The Inner Circle - Live training every month to help you scale your Fractional CFO firm - cfo.thecfoacce...
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    MY FAVORITE FIRM TECH:
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    MY KEY LINKS
    🌎 Website - www.thecfoacce...
    👋 LinkedIn - / 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 😀

ความคิดเห็น • 12

  • @broncofar
    @broncofar ปีที่แล้ว +7

    Stumbled upon this video and thought I don't have time for a 58 min chat....well here I am at the end and it was fantastic! Kudos to both of you Michael and Shannon!! Really inspiring and motivating stuff. Looking forward to taking that action that Shannon was so emphatic on!

    • @TheCFOreport
      @TheCFOreport  ปีที่แล้ว

      Glad to hear you enjoyed it Darren. Shannon has been inspiring to work with. She’s a rock star.

  • @kimberlyrogers0804
    @kimberlyrogers0804 ปีที่แล้ว +3

    Loved this episode! Shannon’s podcast is really good. I highly recommend it. The TCA community is awesome to be a part of too. Great coaching and advice when you need it is a necessity when you’re working for yourself. It’s nice to have a community to go to when you need the help.

  • @josephinebardot8403
    @josephinebardot8403 ปีที่แล้ว +1

    Extremely like the video, man. Very helpful and informative. Thank you very much. It is presented so well too. Great, positive work.

  • @chrishowe9739
    @chrishowe9739 10 หลายเดือนก่อน

    Great, great video, really enjoyed it. I was kind of surprised that the word "strategy" wasn't really mentioned by either of you. Shannon mentioned helping clients with their business in relation to their goals (more time with daughter), which totally resonated with me - but neither of you mentioned business strategy, which would be a key service offering that isn't a low-value/low-price commodity/compliance service

  • @shotokanpro
    @shotokanpro ปีที่แล้ว +1

    Great interview. I would love to see an interview with a firm owner who may be from a different business discipline who is not a CPA. Learning about how they came to become fractional CFO would be very insightful.

    • @TheCFOreport
      @TheCFOreport  ปีที่แล้ว +2

      Great question. I'm not a CPA so there's that 😂
      I'll have a panel of firm owners at The CFO Accelerator LIVE talking about how they built their firms. There will only be 1 or 2 CPAs on the panel - the rest won't be CPAs.

  • @Mrspaige81
    @Mrspaige81 ปีที่แล้ว +3

    I love her!!!

  • @mariaeugeniaespinozam.3691
    @mariaeugeniaespinozam.3691 ปีที่แล้ว +1

    This is the episode that I needed!! Thanks for sharing!
    Can you share Shannon's Instagram? I would love to see what she's sharing! 🙏