Mastering Cash Flow Forecasting as a Fractional CFO
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- เผยแพร่เมื่อ 5 ก.พ. 2025
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If you’re new to the channel, 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.
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This was a great video. I had my second CFO call today, and the client was totally disengaged. I thought I explained everything properly, talked about cash flow projection, how it’s going to help the business growth decision making. But they were still confused as to the difference of accounting/bookkeeping vs fractional CFO services
Such great advice on having client consult with you rather than/before reporting. Love this channel!
Thanks Richelle! Are you in the fractional cfo space?
Great video! Some key points were highlighted that I hadn't heard anyone else discuss. Thank you!
Glad you enjoyed it!
Good info
what software are people using for cfo services, I don't currently have any excel sheets and not sure how to draft them to really show everything!
We use Google Sheets. I actually did a 60-minute training on The CFO Call including the report we use recently for my Inner Circle program. We even included a template for the google sheet!
Members can access the replay. You can join at www.thecfoaccelerator.com/innercircle
We've also got a killer Black Friday sale going on our Inner Circle membership:
www.thecfoaccelerator.com/black-friday-sale-2024