THE 5 MINUTE FRACTIONAL CFO
081: Start Here If You're a New Fractional CFO
May 03, 2024Subscribe to the Newsletter
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More Fractional CFOs are entering the industry now than ever before!
When I started my firm in 2016, my biggest challenge was simple:
I had no idea where to start.
I've made it my mission to help Fractional CFOs coming after me cut through the noise and get clarity on what they need to do to start, scale, and optimize their Fractional CFO firms.
In pursuit of that mission, I've written 80 blogs and published over 100 YouTube videos over the past two years (and I'm not slowing down!).
Today, I'm sharing a curated list of the most important content I've created over the past two years, which will help you get started with your firm faster.
Let's dive in.
Transition from Part Time to Full Time Fractional CFO
If you are still side-hustling as a Fractional CFO (while you work FT somewhere else) and are unsure how to transition to full-time entrepreneurship, watch THIS inspirational interview with Shannon Weinstein.
She details her journey from side hustler to full-time Fractional CFO.
Begin With the End in Mind
The most important pieces of content I've created are in this playlist where I do a deep dive on creating a strategy for your firm.
In this series, I discuss how to set personal and business goals and how to implement a plan of action. I also discuss how to price your services.
But What About The Tech Stack?!?
Don't sweat the tech!
I compiled THIS VIDEO outlining the tech I recommend new Fractional CFOs implement in their firm.
And don't worry - I take a minimalist approach to tech and software, so nothing on this list will overwhelm you.
If I Was Starting a Firm Today
Many people ask me what I would do if I were going to start a firm from scratch in 2024.
Where to Find New Clients
Don't worry - you're not alone.
Finding new clients is THE biggest challenge new (and existing!) Fractional CFOs have.
I compiled an entire guide explaining my firm's marketing strategy for the year.
You can check it out HERE (absolutely free).
I hope you found this list helpful in your journey of starting your own Fractional CFO firm.
If you know of any other content I've produced that would be beneficial to others, please send us an email, and we'll consider adding it to the list.
Your Coach,
Michael
đź“ŚÂ ATTENTION NEW FIRM OWNERS! đź“Ś
If you're thinking about starting a firm OR if you've recently started your firm, you need to read this!Â
We just launched our brand new program called Inner Circle Fast Track.Â
It's designed specifically for those of you who have recently launched your firm or are thinking about launching in 2026.Â
It includes access to my private community and my coaching program called Inner Circle. You'll get access for an entire year PLUS you'll get my step-by-step training on how to scale a firm from $0 to $1M as well as my LinkedIn Sales Navigator training (how to laser target leads for your firm). I even have an optional add-on that includes my step-by-step prospecting and sales training.
If finding leads and closing leads is a problem THIS IS FOR YOU.
It's on sale THIS WEEKEND ONLY for less than you could normally purchase Inner Circle alone for.Â
Check it out HERE.
PS - YES! It comes with a 30-day MONEY BACK GUARANTEE.
