I recently realized that I had a void in my product offerings after clients wanted CFO services but were not ready for a recurring CFO offering. This led me to create CFO power sessions. I’ll be diving into what these sessions are, how they are structured, what you can expect to get out of them, and some of the results that past clients have experienced. I love providing CFO services and helping businesses grow this offering has made it so that I am able to do more of what I love.

 

What you’ll hear in this episode:

[0:55] How I realized that I had a gap in my product offerings.

[2:35] How I came up with the idea for my new offering, CFO power sessions.

[4:25] What is a CFO power session?

[6:36] How are these sessions structured?

 

* Related episodes:

Revenue Goals That Actually Move the Needle

Ways to Increase Revenue If You Hate Sales

What Traits We Look For in a Client

 

Tactical Resources:

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

 

Additional Resources:

Find everything you need at https://www.keepwhatyouearn.com

Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

Hire us: https://www.fitnancialsolutions.com/accounting

Find me on IG https://www.instagram.com/shannonkweinstein/

Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

 

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.