10/21/2025
I've made some MAJOR shifts in how I approach
being a Fractional CFO over the past 9 years.
Here are a few:
Year 1: More clients = better
Year 9: More RIGHT clients = best
Year 1: Compete with other firms to win
Year 9: Collaborate with other firms to win
Year 1: Accuracy in projections is paramount
Year 9: The story the projections tell is paramount
Year 1: I will have time later to document processes
Year 9: Later never comes. Do it now or pay until you do.
Year 1: Go find new leads as needed.
Year 9: Build a daily prospecting system so I'm not in panic mode half the time.
𝗔𝗻𝗱 𝘁𝗵𝗲𝘀𝗲 𝘁𝗵𝗿𝗲𝗲 𝗮𝗿𝗲 𝗕𝗔𝗡𝗚𝗘𝗥𝗦 👇
Year 1: Growth from more billable hours
Year 9: Growth from more scalable services
Year 1: Belief that I have to offer an all-inclusive scope
Year 9: Yeah, that assumption was just wrong
Year 1: I'm a Fractional CFO
Year 9: I'm the CEO of a Fractional CFO firm
📌 Want to learn EXACTLY how I scope and price my services as the CEO of my Fractional CFO firm?
Join me and 1000+ other Fractional CFO firm owners for my free Scope and Pricing Webinar.
Two dates. Two times:
Wednesday (10/22) at 2pm CDT or Friday (10/24) at 10am CDT
Register here:
https://www.thecfoaccelerator.com/cfo-scope-pricing-framework-webinar-registration-october-2025