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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:
1οΈβ£ 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!
π Watch the Masterclass
2οΈβ£ 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.
π Read the Guide
3οΈβ£ Fractional CFO Credibility: How to Build It Instantly
Establish yourself as a trusted Fractional CFO from day one with these proven credibility-building strategies.
π Read the Strategy
4οΈβ£ What Services Fractional CFOs Should Offer in 2025
A deep dive into building a scalable, profitable scope of work.
π Watch the Video
5οΈβ£ Overcoming Objections on Sales Calls
Learn how to confidently handle 4 of the most common sales objections.
π Read the Playbook
6οΈβ£ 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.
π Watch the Advice
7οΈβ£ 3 Dead Simple Tips To Close More Leads
Learn 3 proven strategies to convert more prospects into clients.
π Read the Tips
1οΈβ£ 13 Hours of CFO Firm Building GOLD (in 11 minutes)
Six takeaways from top-performing CFOs, distilled from 13 hours of collaboration.
π Watch the Breakdown
2οΈβ£ CFO Stories: Pam Jordan (Pivot Business Group)
Real-life journey behind building a 7-figure firm.
π Watch the Interview
3οΈβ£ 019: Scaling a CFO Firm from $200k to $1MM
Six proven strategies to scale your firm.
π Read the Strategy
4οΈβ£ You Need to Think BIGGER. Here's How.
Why your firm’s growth might be capped—and how to fix it.
π Watch the Strategy
5οΈβ£ The #1 Challenge I Am Facing As A Fractional CFO…
How to navigate the timing of hiring other CFOs.
π Watch the Breakdown
6οΈβ£ Steal My Exact CFO Pricing Strategy (Proven ROI)
This one is just fire.
π Watch the Strategy
7οΈβ£ Building a CFO Firm, But On Easy Mode
If your firm is stuck and you’re not sure why—start here.
π Watch the Walkthrough
Hope this list was helpful.
See you next week.
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