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THE 5 MINUTE FRACTIONAL CFO

121. Fractional CFO Essentials: Resources for Every Stage of Your Firm

May 16, 2025

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121. Fractional CFO Essentials: Resources for Every Stage of Your Firm

May 16, 2025

Over the past few years, I’ve published over 100 blogs and 266 YouTube videos all focused on one thing — helping you start and scale your Fractional CFO firm.

With all of that content, I know it might be hard to find exactly what you’re looking for — so I decided to compile a list of my best content based on where your firm is at right now:

If you’re just starting or have been in business for less than 2 years, check these out:

1️⃣ Start Here If You’re A New Fractional CFO | Masterclass
A step-by-step process for starting a Fractional CFO firm. Everything from goal setting to pricing. Don’t miss this!
👉 Watch the Masterclass

 

2️⃣ Start Here If You're a New Fractional CFO
Essential guide for new Fractional CFOs: Learn the critical first steps to establish your practice, attract clients, and deliver value from day one.
👉 Read the Guide

 

3️⃣ Fractional CFO Credibility: How to Build It Instantly
Establish yourself as a trusted Fractional CFO from day one with these proven credibility-building strategies.
👉 Read the Strategy

 

4️⃣ What Services Fractional CFOs Should Offer in 2025
A deep dive into building a scalable, profitable scope of work.
👉 Watch the Video

 

5️⃣ Overcoming Objections on Sales Calls
Learn how to confidently handle 4 of the most common sales objections.
👉 Read the Playbook

 

6️⃣ 9 Years Later: Fractional CFO Advice I’d Give on Day 1
The advice I’d give myself if I could go back in time.
👉 Watch the Advice

 

7️⃣ 3 Dead Simple Tips To Close More Leads
Learn 3 proven strategies to convert more prospects into clients.
👉 Read the Tips 

Ready for Advanced Strategies?

1️⃣ 13 Hours of CFO Firm Building GOLD (in 11 minutes)
Six takeaways from top-performing CFOs, distilled from 13 hours of collaboration.
👉 Watch the Breakdown

 

2️⃣ CFO Stories: Pam Jordan (Pivot Business Group)
Real-life journey behind building a 7-figure firm.
👉 Watch the Interview

 

3️⃣ 019: Scaling a CFO Firm from $200k to $1MM
Six proven strategies to scale your firm.
👉 Read the Strategy

 

4️⃣ You Need to Think BIGGER. Here's How.
Why your firm’s growth might be capped—and how to fix it.
👉 Watch the Strategy

 

5️⃣ The #1 Challenge I Am Facing As A Fractional CFO…
How to navigate the timing of hiring other CFOs.
👉 Watch the Breakdown

 

6️⃣ Steal My Exact CFO Pricing Strategy (Proven ROI)
This one is just fire.
👉 Watch the Strategy

 

7️⃣ Building a CFO Firm, But On Easy Mode
If your firm is stuck and you’re not sure why—start here.
👉 Watch the Walkthrough

 

Hope this list was helpful.
See you next week.

📌 ATTENTION NEW FIRM OWNERS! 📌

If you're thinking about starting a firm OR if you've recently started your firm, you need to read this! 

We just launched our brand new program called Inner Circle Fast Track. 

It's designed specifically for those of you who have recently launched your firm or are thinking about launching in 2026. 

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. 

Check it out HERE.

PS - YES! It comes with a 30-day MONEY BACK GUARANTEE.

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