36. How To Build a Strategy for Your CFO Firm (Part 1 of 3)

Your fractional CFO or virtual CFO firm needs a strategy! 

 ๐Ÿ‘‰ How much should you charge? 

๐Ÿ‘‰ What services should you offer? 

๐Ÿ‘‰ 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 1 of a 3-part series where I'm talking all things CFO Strategy.  

In this part, I'm going to share with you how I set personal goals and use them to inform the goals for my firm.  

In part 2, I'll walk 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.  

In part 3, I'll 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.

 

๐Ÿ”ฅ Want more tips on how to start, scale, or optimize your advisory services? ๐Ÿ”ฅ

Check out The 5 Minute Fractional CFO!

Every Friday, I share 1 actionable tip to help you start, scale, and optimize your fractional CFO services. And you can read it in under 5 minutes!

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