#20 - How to Achieve a Successful Fractional CFO Engagement

Empowering Healthy Business: The Podcast for Small Business Owners

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:
[e-mail]
https://www.linkedin.com/in/calvinwilder/

Hoofdstukken

1. #20 - How to Achieve a Successful Fractional CFO Engagement (00:00:00)

2. Introducing the fractional CFO role (00:00:40)

3. Differences between a fractional and full-time CFO (00:07:43)

4. Recommendations for selecting a fractional CFO (00:09:55)

5. Setting realistic expectations for your fractional CFO engagement (00:13:23)

6. Keys to successfully delivering fractional CFO engagements (00:32:28)

7. Pricing models for fractional CFO services (00:38:52)

8. Graduating to a full-time CFO or transitioning to another type of fractional CFO (00:49:56)

9. Additional resources from Dave (00:56:58)