96. The Secret To Keeping A Client Happy (The Sandbox Method)
Should you be giving your clients access to your forecast projections and other CFO tools, or are you setting yourself up for failure if you do? In today's episode of the CFO report, I will definitively answer why you've got to give your clients access to these tools.You're going to want to stick around until the end because I'm also going to reveal the number one thing that your clients need from you, a fractional CFO. Without further ado, let's dive in. _________________________ Interested in hiring MY firm to be your Fractional CFO?https://www.kfesolutions.com CHECK OUT MY FREE WEEKLY NEWSLETTER - 😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, and optimize your CFO services (and you can read it in 5 minutes or less!) -https://cfo.thecfoaccelerator.com/newsletter MY FREE ONLINE COURSE:💰 CFO Sales Masterclass - My 8 Step Sales Framework for closing CFO clients https://cfo.thecfoaccelerator.com/sales MY FRACTIONAL CFO PROGRAMS:👉 The Inner Circle - Live training every month to help you scale your Fractional CFO firm - https://cfo.thecfoaccelerator.com/innercircle👉 The CFO Academy - My flagship course for quickly starting and scaling your CFO firm - https://cfo.thecfoaccelerator.com/academy 📚 Have clients that need bookkeeping? Trust the bookkeeping firm we trust.Click here to learn more about Decimal MY FAVORITE FIRM TECH: ✅ G-Accon - I save 40 hours a month with G-Accon. Save 30% here: https://cfo.thecfoaccelerator.com/accon✅ Kajabi - Love this for my website and marketing: https://app.kajabi.com/r/WaFg8TLv MY KEY LINKS🌎 Website - https://www.thecfoaccelerator.com👋 LinkedIn - https://www.linkedin.com/iammichaelking WHO AM I? I'm Michael King. A nuclear engineer turned Fractional CFO. I've spent nearly a decade scaling my Fractional CFO firm, KFE Solutions. During that time, I've realized the enormous impact that Fractional CFOs can have for their clients, their families, and themselves. Now, I help other Fractional CFOs learn how to scale their firms and maximize their own impact! PS - Some of the links in this description are affiliate links that I get kickbacks from 😀