Your fractional CFO roadmap, ready to go.

Companies are clamoring for your CFO expertise and insights.

And some of them are also inclined to…

  • have you wear 10 different hats depending on the day and what’s hot on their list

  • undervalue your expertise and insights

  • rack up the hours until you’re exasperated and burnt out

  • demand more and more of your resources, time and energy

It is not about doing more, having more clients or even offering different services.

It’s about doing it differently - starting at the very beginning.

You are more than qualified.

Whether you have a string of letters after your name or years of in-the-trenches experience (or both!), you are the fractional CFO answer that businesses are looking for.

But first, you need a solution to help you:

  • Develop well-defined projects that are highly profitable and greatly valuable to your clients

  • Create systems for client management and communications that don’t require 24/7 inbox monitoring

  • Focus on high ROI initatives instead of ongoing transactional work

  • Identify best-fit clients before you sign any long-term engagement

YOU CAN MAKE YOUR BUSINESS WORK FOR YOU.

IT’S NOT MAGIC - AND IT DOESN’T NEED TO BE HARD.

Build a profitable business with the same foresight you use for your clients.

  • Enhance your confidence on crafting engagements that are win-win for you and your clients

  • Discover how to raise your rates and increase your margins without working more

  • Build a more efficient business while working on high-value projects you shine at

  • Develop client management skills that protect your client relationships and your sanity

You can have a fractional CFO business the way you want it.

And you can put the pieces in place in 30 days.

Profit Prescription:  Creating a Profitable CFO Practice

BLACK FRIDAY BONUS

A free private 60-minute implementation session with The CFO School founder, Jennifer Peek

After this call, you will have a clear roadmap to…

  • add your next fractional CFO client using The Profit Prescription methods and tools

  • develop or hone your processes in order to serve clients better

  • get your schedule and your clients aligned to get your clients better results

  • establish your ideal client mix - and create a plan to achieve it

Value $350


What this program will help you achieve

  • Creating a step-by-step plan to design and build the CFO business you desire

  • Gaining key insights on how to fix critical issues with existing clients and engagements - and not make the same mistakes again

  • Saving 10 hours per week with templates, scripts and calculators to use in current and future engagements

  • Easily learning all of the information with PDF versions of all presentation materials

  • Accessing everything on the go with an MP3 version of all modules

You will also have ongoing access for future reference as your CFO business grows and expands


Profit Prescription:  Creating a Profitable CFO Practice

FAQs

What information is covered?

There are 4 primary modules: Engagement Scoping, Fees & Value Pricing, Client Management and Practice Management. All of these are designed to work together to help you create a strong foundation for your CFO practice.

Does this course cover marketing and sales?

This is not a sales and marketing course, so it won’t help you design a marketing strategy to find new clients. However, a key part of making a sale to potential clients is being able to scope and price an engagement correctly. Each of those elements are covered for short-term projects, longer term ones and recurring retainer engagements.

Do I need to have CFO clients yet?

No, you don’t have to have clients yet! This course is designed for brand-new fractional CFOs as well as those who already in business. One of the benefits of having this course as you are starting out is that it will give you a framework on how to set up your engagements in a way that is win-win for you and your clients.

I have already been operating as a fractional CFO for awhile. How will this course help me?

That’s great! This course can help you hone your engagement scoping and pricing leveraging what you already know. The client and practice management sections will also be really beneficial in maximizing your work with clients and inside your own practice.

Your CFO business can be more profitable.

How many hours are you logging that you aren’t even charging for?

How many clients have you signed that you regret later because they take up so much of your time?

Imagine having a clear process so you never make one of these mistakes again.

The Profit Prescription will help you do just that.