Learn More About CFO Consulting
#1 - Differentiation
The ability to differentiate oneself from “perceived” competitors may help a CFO earn millions more in income over a period of time. We’ve invested six-figures to learn how to teach differentiation to CFO Consultants. It’s critical to differentiate oneself from fractional CFOs who provide low-end accounting services. Differentiation often allows our people to keep clients for five years or longer.
#2 - Training - How to Find and Keep Clients
Our people have collected hundreds of millions of dollars using the processes we have in our training manuals. Our Business Development for CFOs Only™ training manual contains 480 pages of trade secrets with the major focus to teach CFO Consultants how to gain and keep clients. The virtual training takes about four days plus three subsequent weekly two-hour sessions. The training includes role playing, videos, checklists, templates, forms and proven processes, many of which are customized to one’s individual Modus Operandi – one’s natural God-given characteristic methods. (NASBA - National Association of State Boards of Accountancy, has approved this course for 20 CPE credits.)
#3 - Training- Certified B2B EXIT® Advisor
We have a separate training manual for those who want to become Certified B2B EXIT® Advisors (160 pages). An attorney teaches the chapter regarding our proprietary Agreements with clients. Those who pass the five exams become Certified B2B EXIT® Advisors, which they put on their email signatures, website and marketing materials. This gives them credibility in the business community. This course is not offered outside of our firm and is a key differentiator. The final exam of the course is a real-life example of a business owner selling his company. (NASBA has approved this course for seven (7) CPE credits.)
#4 - Learn One’s MO (Modus Operandi)
It’s natural for some CFOs to have a negative view of selling. Our experience, since 1987, has determined that it’s best for a CFO to not become a high-pressured salesperson. Rather, it’s better to be taught proven Business Development processes. We advise CFO Consultants to act naturally within their own MO (Modus Operandi). We use a proven system to help one discover their natural MO. Our internal Certified Kolbe™ Consultant explains the 18-page test results and teaches how to increase energy using their natural MO. Our Certified Kolbe™ Consultant instructs them how to become “team players” within client organizations using their test results.
#5 - One-on-One Training from a Seasoned Mentor
A mentor is a person who can support, advise and guide new partners. They typically take the time to get to know you and the challenges you're facing and then use their understanding and experience to help you improve. Our mentors were once in your shoes – they joined our firm not having one client, took our courses, received the six-months of weekly instructions by their mentors and have become a success (gaining clients and earning six-figure annual incomes) They have great listening skills and great empathy. They know how to help mentees with the wording and pricing of proposals to prospective clients. They teach mentees how to show value to a business owner. There is a difference between knowing the market price and having an owner sign a contract at the market price.
#6 - Our World-Class KPI Software
In business, a KPI (Key Performance Indicator) is a measurable value that demonstrates how effectively a company is achieving key business objectives. One of the values we provide to both prospective and actual clients is a detailed KPI report. The reasons we call our KPI software “world class” is because it not only provides a basic 15-18-page KPI report but it can do annual projections based upon a set of assumptions. The software can do projections up to five years on a company’s balance sheet, income statement, statement of cash flows and discounted cash flow value of the company. Business owners enjoy this value that we provide and view it as one of our key differentiators.
#7 - Our Proprietary Education-Based Books for Business Owners
A book can be a powerful educational tool, attracting new clients, increasing visibility, generating leads, and even resulting in higher income. According to the author Chet Holmes, “Offering an education that helps the buyer is going to get more buyer interest. If the information is actually good and useful, it automatically repositions you in the mind of the buyer as much more of an expert than all of your competitors. After all, you’re teaching them things about their own business that they might not know.” Our highly-acclaimed educational books are a key differentiator – no other CFO Consulting company writes and publishes highly-acclaimed books. They are available on our websites in our Store in hard copy, Kindle, audio, etc.
#8 - Marketing Materials and Resources
Our marketing materials for CFO Consultants are numerous and include (1) bifold brochures (2) business cards (3) LinkedIn optimization (4) individual website creation and maintenance (5) three proprietary books (6) a local press release (7) email newsletter software (8) our trademarked logos (9) templates to contact people (10) scripts to use when talking with individuals and/or groups (11) Zoom backgrounds and best practices (12) M365 email, with Proofpoint email security (13) KPI software, etc.
#9 - Help Desk and Forum Service
Our Help Desk acts as the first line of defense to help our people when facing issues. Our goal is to give timely and professional support. We have full-time employees plus a high-quality outsourced firm for technical matters. We troubleshoot and resolve technical problems. By using a ticketing system, our help desks ensure inquiries are logged, prioritized, tracked, and routed to the appropriate people or teams, improving overall efficiency and communication.
Another form of support is utilizing our Forum software to gain access to the intellectual knowledge of our professionals. The Forum process is confidential and has been created to help our CFO Consultants with a host of topics, including (1) client software types (2) GAAP and accounting (3) tax issues (4) issues related to client fraud (4) serving clients in unfamiliar industries, (5) SBA and other lending, etc.
#10 - Best Practices for CFO Consulting
Our Best Practices manual was written by partners with a combined 250 years of experience in our firm. This extraordinary 100-page product was created to help CFO Consultants to quickly learn successful principles, such as (1) invoicing and collecting (2) managing new clients (3) simultaneous management of multiple clients (4) business etiquette (5) litigation alerts (6) time management (7) managing distractions (8) delegating to client staff (9) coordinating with business owners (10) hourly rates (11) legal issues regarding clients (11) how to interview client staff to deliver a proposal to the owner (12) features vs benefits, and dozens of other topics that are critical for a CFO Consultant’s success.