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
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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 3 of a 3-part series where I'm talking all things CFO Strategy.
In this part, I 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.
In part 1, I shared with you how I set personal goals and use them to inform the goals for my firm. I HIGHLY encourage you to check out part 1 before watching this video.
Click Here to listen to Part One
In part 2, I walked 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.
Click Here to listen to Part Two
MY FREE ONLINE COURSE:👇👇👇
💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients -