In this episode of the MediaBooks Podcast, Kristen welcomes Charles Leikauf, a seasoned corporate finance expert turned fractional CFO. Charles shares his journey from corporate finance to achieving financial freedom through offering fractional CFO services. He explains the ins and outs of what CFO services entail, the flexibility and freedom they offer, and provides practical advice for accountants and bookkeepers considering expanding into this space. Charles discusses pricing strategies, the importance of niche specialization, and how to effectively market and sell CFO services. He also touches on the value of building confidence through experience and leveraging a network of referral partners. The episode wraps up with insights on showcasing CFO services on a website and best practices for effective client communication.

You can find Charles on Instagram @ProfitSurgeGroup

www.instagram.com/profitsurgegroup

Charles’ site:

www.profitsurgegroup.com/call

Flodesk Affiliate link: https://flodesk.com/c/ZPUUR3

*Some of the links above may be affiliate links and result in compensation for MediaBooks.

MediaBooks Website: www.mediabooksagency.com

00:00 MediaBooks Podcast Intro

01:10 Introduction and Guest Introduction

02:05 Defining CFO Services

04:05 Who Can Offer CFO Services?

07:41 Building a Fractional CFO Firm

09:46 Handling Client Requests and Boundaries

14:23 Building Confidence and Experience

16:55 Overcoming Intimidation in CFO Services

17:11 Showcasing CFO Services on Your Website

17:51 Addressing Client Pain Points

23:01 Effective Sales Strategies

25:31 The Debate on Listing Prices

30:21 Pricing Strategies for CFO Services

32:30 Conclusion and Contact Information