37. How to Build a Strategy for Your CFO Firm (Part 2 of 3)

Your fractional CFO or virtual CFO firm needs a strategy!

πŸ‘‰ How much should you charge?

πŸ‘‰ What services should you offer?

πŸ‘‰ 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.

Click Here to listen to Part One

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.

Click Here to Listen to 4 Essential CFO Services 

πŸ”₯ Want more tips on how to start, scale, or optimize your advisory services? πŸ”₯

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