One of the great truisms with many financial professionals is that they do not like to write. That’s fine. Don’t write. But if you do pick up the pen, please do not succumb to some temptations that could short-circuit your authority, credibility, and integrity. I Understand the Daily Pressures of Part-Time CFOs You have one…
A funny thing happened at the office of my first couple of clients (er, more like most of them). Mark: “The first thing I’d like to do is look at your sales data.” Karen Client: “Sales, what?” Mark: “Uhhhhhhh, sales, uhhh, sales information. Where can I get sales information by client, by rep, and, you know,…
I want to address competition primarily for prospects and rookies. But let me pull in the Pros, MVPs, and All Stars–if you moved to a new city, would you worry about competition? That’s what I thought. And I’m right with you. The competition is not who we think it is. The better we understand that,…
When I started my CFO and controllership practice in 2001, I included the CPA designation after my name. Besides, I earned those 3 letters the hard way. Little did I know that one of the most recognizable credentials in the world could unfavorably impact my brand image, or so that was my perception. Wearing Those 3 Letters…
If you had asked who my ideal client was in 2001, my first year as a practicing Free Agent CFO™, I would have said, “That’s easy – they can talk, they can breathe, they can certainly write a check.” Talk, breath, write a check. That was my ideal client. Was I ever naive. My Ideal Client…
I believe the part-time CFO’s greatest asset is their domain name, not necessarily their intellectual property (IP). IP is hard to share without a simple and compelling domain name where the part-time CFO can showcase their expertise. No More @gmail Accounts Periodically, I get calls on how to become a consulting CFO or CEO. In…
End of content
End of content