How to price and launch fractional CFO work in your firm

Five things, no fluff

• Pricing it off the decision, not your hours

  For about two years I priced my CFO work off my hours plus a margin, and it always came out low. My first client paid me $1,500 a month. My last one paid $20,000. I'll show you what changed in between.

• Landing your first few CFO clients

  When I started I pitched three companies at $3,000 a month and two of them signed. They came to me because their accountants weren't comfortable with forecasting. Odds are a few of your clients look exactly like that.

• What clients will actually pay for

  A monthly report isn't the product. I'll go through what is, and how to package it so it's an easy yes.

• Keeping it from all running through you

  How to launch advisory with the team you already have instead of hiring someone and hoping, and how to keep it from becoming one more thing only you can do.

• Live Q&A

  Bring your pricing, your offer, or the client you're not sure what to charge. I'll answer as many as we have time for.

Firm owners who are already getting the questions

This is for owners of CPA, bookkeeping, and CAS firms whose clients keep asking "should I hire," "can I afford this," or "should I sign this," and who want to get paid for those answers. It's also for firms that already offer CFO or advisory services and can't get them to sell the way they should.

It's not a software demo and it's not a pitch for a course. You'll leave with how I'd price and launch this in your shoes.

Hey, I'm Fady

I started in FP&A at Boeing, went into oil and gas consulting, and then built and ran my own outsourced CFO firm for five years with hundreds of clients. One of those clients ended up hiring me full-time as their CFO and COO.

I made pretty much every mistake you can make growing the CFO side of a firm. These days I coach accounting firm owners who are building that out, so they don't have to figure it all out the slow way like I did.