37. How to Build a Strategy for Your CFO Firm (Part 2 of 3)
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, 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 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.
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.
🔥 Want more tips on how to start, scale, or optimize your advisory services? 🔥
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!
Join nearly 1000 other fractional CFOs here: 👇👇👇