The CFO Accelerator

I've made some MAJOR shifts in how I approach
being a Fractional CFO over the past 9 years.

Here are a few:

Year 1: More clients = better
Year 9: More RIGHT clients = best

Year 1: Compete with other firms to win
Year 9: Collaborate with other firms to win

Year 1: Accuracy in projections is paramount
Year 9: The story the projections tell is paramount

Year 1: I will have time later to document processes
Year 9: Later never comes. Do it now or pay until you do.

Year 1: Go find new leads as needed.
Year 9: Build a daily prospecting system so I'm not in panic mode half the time.

𝗔𝗻𝗱 𝘁𝗵𝗲𝘀𝗲 𝘁𝗵𝗿𝗲𝗲 𝗮𝗿𝗲 𝗕𝗔𝗡𝗚𝗘𝗥𝗦 👇

Year 1: Growth from more billable hours
Year 9: Growth from more scalable services

Year 1: Belief that I have to offer an all-inclusive scope
Year 9: Yeah, that assumption was just wrong

Year 1: I'm a Fractional CFO
Year 9: I'm the CEO of a Fractional CFO firm

📌 Want to learn EXACTLY how I scope and price my services as the CEO of my Fractional CFO firm?

Join me and 1000+ other Fractional CFO firm owners for my free Scope and Pricing Webinar.

Two dates. Two times:
Wednesday (10/22) at 2pm CDT or Friday (10/24) at 10am CDT

Register here:
https://www.thecfoaccelerator.com/cfo-scope-pricing-framework-webinar-registration-october-2025

The old school scope & pricing model for Fractional CFOs is dead.

The old school problems:

• Hourly pricing is broken
• Incentives are misaligned
• "Bespoke" scoping doesn't scale
• Report delivery doesn't pass muster

What buyers want in 2025:

• Clear scope + pricing
• Forward-looking, collaborative planning
• Business strategies tied to their personal goals

I put together 2 dead-simple yet highly effective frameworks that will help you dial in a scalable scope of work at a price that buyers will jump on (while protecting your margins).

(Yes, it's free.)

Click here to learn more:
https://www.thecfoaccelerator.com/cfo-scope-pricing-framework-webinar-registration-october-2025

Why most Fractional CFOs plateau:

1️⃣ They don’t have a niche
2️⃣ They rely too much on referrals
3️⃣ They say yes to the wrong clients
4️⃣ They try to scale with duct-tape systems
5️⃣ They lack a growth engine that consistently brings in the right leads

I know, because I’ve been there.

When I started my firm, I had the confidence
but not the playbook.

Now, after years of coaching hundreds of Fractional CFOs,
I can tell you, the top 1% operate differently.

They focus on:
✅ Operational excellence
✅ Sales that don’t solely rely on personal network
✅ Strategic community that challenges them and fuels real growth

We’re going deep on all of this at The 2025 CFO Accelerator LIVE
May 21–23 | Orlando, FL

If you’re serious about running a real firm
This is where you need to be.

DM me to grab your seat before we sell out.

I’ve been thinking about this lately:
For Fractional CFOs, technical competency is really only table stakes.

You won’t even get a seat at the table if you don’t understand how to evaluate financials, put together
forecasts, and run through rent vs by vs lease scenarios.

Those are just table stakes in our industry.

You’ve also got to bring some other skills to the table:

• A deep understanding of operations
• Situational awareness
• Emotional intelligence
• Executive presence
• The ability to coach
• A strategic mind
• Empathy

That’s the stuff that we tend to overlook, but that’s the stuff that our clients need, just as much as
the technical competency.

I’m curious:
What did I miss?

Let me know in the comments!

Fractional CFOs: 24 days until the #1 event in the world for our industry! This is where the top 1% of Fractional CFOs in the world will be. If you're looking to scale your Fractional CFO firm, you do not want to miss this event. 📌 Learn more at www.thecfoacceleratorlive.com PS - The room block will sell out in the next 24-36 hours and tickets to the conference aren't far behind.

Shoot me a DM with “ENGAGE” and lets talk engagement strategies that actually work.

Join 250+ Fractional CFOs inside The Inner Circle this Thursday when we do a deep dive into new client onboarding! Link in bio to sign up risk free.

I have lost a ton of business because I sent crappy follow-up emails after sales calls.

You know, the same follow-up emails that we all send, and we all get:

"Hey Bill! Mike with KFE here. I just wanted to follow up to see if you had any questions about the proposal I sent over last week. Let me know if I can clear anything up for you!"

After years of sending this email, I finally realized that 95% of the time, I did not get a response.

It's like throwing a follow-up email Hail Mary.

One day, I received one of these copy-and-paste follow-up emails from someone who pitched me a service. It was SO annoying, and I almost deleted it.

But I caught myself - I realized it was the same email I had sent dozens of times before!

I asked myself why I felt annoyed and why I hadn't even considered responding to it.

Here's what I realized:

1️⃣ The email added zero value.
Why should I reply?

2️⃣ The email was low effort.
Did they even care about landing my business?

3️⃣ There was nothing in there that got me thinking or encouraged me to do anything other than delete the email.
Is this what I can expect from you as a service provider?

The standard "just following up" email is a low-effort, zero-value attempt.

You have to be better than that.

📌 Is 2024 your year to nail your sales calls and get more clients?

👉If so, I'd like to invite you to join me and 250 other Fractional CFOs at The CFO Accelerator LIVE in Dallas, TX, May 15-17.

We will spend 3 days LASER FOCUSED on getting more leads, landing more clients, and growing your firm's impact.

👇Click the link below to learn more and grab your ticket!
www.thecfoacceleratorlive.com