• #20 - How to Achieve a Successful Fractional CFO Engagement

  • Jul 23 2024
  • Length: 59 mins
  • Podcast

#20 - How to Achieve a Successful Fractional CFO Engagement

  • Summary

  • Small businesses may have a solution in place for bookkeeping and producing basic financial statements. Owners often yearn for analysis and forward-looking planning. The fractional (part-time) CFO model has existed for 20+ years to fill that void. Today there are more options than ever. Achieving successful results from fractional CFO engagements, however, can be a challenge. In this episode, Dave Hartley shares his insights about how business owners can create successful fractional CFO engagements that deliver the most value to their businesses.

    More specifically, this episode includes:

    • Differences between a fractional and full-time CFO
    • Recommendations for selecting a fractional CFO
    • Setting realistic expectations for your fractional CFO engagement
    • Keys to successfully delivering fractional CFO engagements
    • Pricing models for fractional CFO services
    • Graduating to a full-time CFO or transitioning to another type of fractional CFO


    Dave Hartley can be reached at linkedin.com/in/davehartley. He is the co-host of the But Who's Counting? podcast.


    Sponsored by SmartBooks. To schedule a free consultation, visit smartbooks.com.

    Thanks for listening!

    Host Cal Wilder can be reached at:
    cal@empoweringhealthybusiness.com
    https://www.linkedin.com/in/calvinwilder/


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