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The CFO Report

The CFO Report

Business:Entrepreneurship

102. How To Set Client Boundaries That Actually Work (CFO Guide)

102. How To Set Client Boundaries That Actually Work (CFO Guide)

2024-02-20
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One of the most frustrating things in the entire world of running a Fractional CFO firm is handling clients that show up late for or do not show up at all your CFO calls.

Not only is this frustrating because it's disrespectful to you and it really devalues your time, but it can also serve as an early warning indicator that your client might be on the verge of canceling their services.

In today's episode, I'm going to share with you two very implementable, very realistic things that you can put in place in your firm today to minimize the likelihood that a client no-shows or shows up late for your calls.

Letโ€™s dive in.

LINKS MENTIONED IN THIS EPISODE:
www.thecfoacceleratorlive.com

_________________________

Interested in hiring MY firm to be your Fractional CFO?
https://www.kfesolutions.com

CHECK OUT MY FREE WEEKLY NEWSLETTER -
๐Ÿ˜€ The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, and optimize your CFO services (and you can read it in 5 minutes or less!) -
https://cfo.thecfoaccelerator.com/newsletter

MY FREE ONLINE COURSE:
๐Ÿ’ฐ CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients https://cfo.thecfoaccelerator.com/sales

MY FRACTIONAL CFO PROGRAMS:
๐Ÿ‘‰ The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle
๐Ÿ‘‰ The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy

๐Ÿ“š Have clients that need bookkeeping? Trust the bookkeeping firm we trust.
Click here to learn more about Decimal

MY FAVORITE FIRM TECH:
โœ… G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon
โœ… Kajabi - Love this for my website and marketing: https://app.kajabi.com/r/WaFg8TLv

MY KEY LINKS
๐ŸŒŽ Website - https://www.thecfoaccelerator.com
๐Ÿ‘‹ LinkedIn - https://www.linkedin.com/iammichaelking

WHO AM I?

I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent nearly a decade scaling my Fractional CFO firm, KFE Solutions. During that time, I've realized the enormous impact that Fractional CFOs can have for their clients, their families, and themselves.

Now, I help other Fractional CFOs learn how to scale their firms and maximize their own impact!

PS - Some of the links in this description are affiliate links that I get kickbacks from ๐Ÿ˜€

view more

More Episodes

160. What Services Fractional CFOs Should Offer in 2025
2025-04-15
159. These Tactics Prevent Ghosting AND Revive Leads
2025-04-08
158. Building a CFO Firm? Donโ€™t Make These Mistakes
2025-04-01
157. The Mistake That Almost Ended the Company
2025-03-25
156. Building a CFO Firm, But On Easy Mode
2025-03-18
155. Stop Losing Clients Over THIS (CFO Onboarding Secrets)
2025-03-11
154. 9 Years Later: Fractional CFO Advice Iโ€™d Give on Day 1
2025-03-04
153. 3 Sales Objections Killing Deals (Fractional CFOs)
2025-02-25
152. Fractional CFOs: Should you raise prices in 2025?
2025-02-18
151. Major Shift In How I Sell in 2025
2025-02-11
150. THIS is hard. Do it anyway. (Fractional CFOs)
2025-02-04
149. You need to think BIGGER. Here's how.
2025-01-28
148. How I Plan to Grow my CFO Firm in 2025 (+230%)
2025-01-21
147. Advice FROM Fractional CFO Clients (PLOT TWIST)
2025-01-14
146. What Clients Really Say About Working with a Fractional CFO (no frills, no BS)
2025-01-07
145. THIS is Why Fractional CFOs Lose Clients (TOP REASON)
2024-12-17
144. My Proven Process For Closing CFO Calls
2024-12-10
143. My EXACT CFO Report for 2025 (what we sell to clients)
2024-12-03
142. Three Lessons EVERY New Fractional CFO Needs to Hear
2024-11-26
141. My Dead Simple Approach to Metrics As a Fractional CFO
2024-11-19
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