CFO Network

FEBRUARY 14, 2024

How a Fractional CFO Can Transform Your Financial Strategy! It’s not just about making money; it’s about managing it efficiently. One way to achieve this is by bringing a Fractional CFO (Chief Financial Officer) to your team. Cost-Efficiency One of the primary benefits of hiring a Fractional CFO is cost efficiency.

CFO 52

CFO Tax Planning Strategic Planning Financial Analysis 52

CFO News Room

NOVEMBER 22, 2022

” Matthew: It’s very risk management based. And most people have very underserved in a risk management perspective, so you can place the right insurance products along with investments and get a whole financial plan going. All of the tax planning, and all of the behind-the-scenes work.

Planning 130

Planning Communication Profit and Loss Education 130

CFO News Room

NOVEMBER 8, 2022

You do the math and you’re like, “Okay, well, an advisor can handle about 100 clients, an associate advisor can help with some of those clients, you can leverage maybe an associate advisor with a couple of advisors, but there’s a capacity limit for each of the roles.” And then we look at estate planning.

Restructuring 130

Restructuring Planning Marketing Accounting 130