On this episode of the Dynasty Leadership Podcast, John Morris and Ken Saddler, of B2B CFO join the show to talk about CFO consulting and the world of financial business consulting.
B2B CFO is a national CFO firm that provides professional financial expertise to small and medium-sized businesses. They help business owners improve operations, profitability and cash flow. Ultimately helping owners create an exit strategy.
Whereas other firms use the term fractional CFO, John and Ken like to use the term CFO Advisory services. This helps solidify their position as consultants and shows their commitment to longterm success and adoption of new methods.
In this podcast, John and Ken discuss CFOs and their process which includes:
- Identifying when companies need financial help
- Providing a discovery analysis
- Financial Benchmarking
- Timeline execution
- Continued Support
John and Ken believe a CFO is responsible for managing the future. They help transcend from the current date the future state. Whereas a Controller helps make sure the foundation of the business is solid in its current state.
Dynasty Leadership focuses on helping visionary leaders map out their strategy and take the bold steps necessary to grow their business. If you are one of those leaders, I would welcome a conversation with you to hear your story. Call me at 612–845–2076.
Key Takeaways
[1:20] What does B2B CFO do? [2:20] How do you become an advisory CFO? [3:30] What’s the difference between a CFO vs. a controller or an accountant? [5:15] How hands-on do John and Ken get when it comes to a client’s financials? [7:25] What kinds of entrepreneurs and companies do John and Ken work with? [10:20] John and Ken share examples of what type of work their clients come to them for. [15:55] What are some of the best ways to open up the financials with your managers? [17:50] When do business owners really need CFO services? [22:30] John and Ken share their process on how they onboard a new client. [25:30] Stop giving your product or service away for less than its worth! [29:55] What tips do John and Ken have for business owners that they can start doing today? [33:40] John and Ken share some common mistakes they see in their industry.Mentioned in This Episode:
Email Todd: [email protected]
Email Ken: [email protected]
Call Ken: 952-380-6406
Email John: [email protected]
Call John: 612-385-9199
