Hey Reader, I’m super excited to share some big news with you today - we’re growing the team here at Your CFO Guy! 🎉 Over the past few years, it’s been incredible watching our community grow to over 400,000 LinkedIn followers and 100,000+ newsletter readers like yourself. All this growth means we need more awesome people to help us continue creating valuable content and supporting our community. We’re Looking for Talented Team Members We have three positions open, and honestly, they have a...
14 days ago • 1 min read
Hey Reader, After my last few emails, I’ve received a lot of great questions about how exactly our community works. I love these questions because they show you’re doing your due diligence - exactly what a great CFO should do. I thought it would be helpful to share everything in one comprehensive breakdown. This way, you’ll have all the information you need to make the right decision before our founding member deadline on Thursday. Let me walk you through everything, question by question. Who...
4 months ago • 3 min read
Hey Reader, Well, here we are - the final lesson of our journey together. Over the past week, we've covered everything from landing your first clients to building your team. We've talked about pricing strategies that actually work and how to delegate without losing control. But you know what? I've saved what might be the most important lesson for last. See, over these past 5½ years of running my firm, I've noticed something interesting. Most firm owners focus all their energy on getting...
4 months ago • 3 min read
Hey Reader, "If you want something done right, do it yourself." We've all heard that saying. And you know what? It's completely wrong. The only way you're going to scale your firm (and actually enjoy running it) is by constantly delegating work that either: You don't want to be doing Doesn't directly bring in money But here's the hard truth I had to learn: you can't just snap your fingers and delegate your work to someone else. Poor delegation leads to confusion and poor quality work. And...
4 months ago • 3 min read
Hey Reader, (Just joining us? Catch up on Lesson 1 & Lesson 2, Lesson 3) Want to know the fastest way to kill a successful CFO practice? Price it wrong. I learned this lesson the hard way, and today I'm going to save you from making the same expensive mistakes I did. How to Price Your CFO Services Watch the Full Tutorial on How To Price Your Services When I first started, I did what almost everyone does - I charged by the hour. I mean, it makes sense, right? Work an hour, get paid for an...
4 months ago • 4 min read
Hey Reader, (Missed the previous lessons? Catch up here: Lesson 1 & Lesson 2) You know that awful feeling when you're on a sales call, pitching your services, and you can literally see the prospect shaking their head? Yeah... we've all been there. I used to think success in sales was about convincing people how amazing my firm was. "You'll love working with us!" I'd say. "We'll do an incredible job!" But here's the thing - no matter how enthusiastic I was, some prospects just weren't buying...
4 months ago • 3 min read
Hey Reader, Welcome to lesson 2 of your journey to building a successful fractional CFO business! (If you missed lesson 1, you can find it here) Let me quickly remind you that each lesson comes in two formats. While I'll cover the core insights right here in these emails, I've also recorded in-depth videos for those of you who want to go even deeper. Think of the videos as bonus content where we can really explore every detail. Speaking of which, here's today's video... How to Get Clients as...
5 months ago • 5 min read
Hey Reader, I’m super excited to kick off your journey into the world of fractional CFO services! 🎉 This is the 1 lesson out 7. Let me quickly share something before we dive in - each lesson in this series comes in two formats. While I’ll cover the core insights right here in these emails, I’ve also recorded in-depth videos for those of you who want to go even deeper. Think of the videos as bonus content where we can really explore every detail. Speaking of which, here’s the video for today’s...
5 months ago • 4 min read
Hey Reader, The wait is over - our email course is officially kicking off! I've been getting so many messages asking about how I built my CFO practice, and I promised I'd share everything. Well, today's the day we start this journey together. But before we dive into the strategies and tactics, I want to share something really personal with you. I recorded this video about my own journey - from a complete failure in my first business to building a thriving CFO practice. It's not the usual...
5 months ago • 1 min read
This email is part of a series on business accounting basics. Hey Reader, I once had a client hire me to clean up his books. Great! I said, can you send me your bank & credit card statements? And he then sends me over his credit card statement… Like…his personal credit card statement. 😳 I was like, "Thanks, but where's your business's credit card statements?" And he was like, "Oh, I don't have that…I just run that all through my personal card…" Oh boy…this was gonna get interesting. 🔥 The...
5 months ago • 6 min read