Guests: Jerry Vance, the Founder and Managing Partner of Preferred CFO, and Scott Crawford, a Partner at Preferred CFO focused on client prioritization and new business development.
Overview: A CEO who's led their company past the "I'll Do Everything" stage needs a true financial strategist at their side to stop surviving and start scaling. But the CEO also needs clarity on what kind of financial expertise their company truly needs at various stages of growth. Paying a full-time CFO to act like a glorified bookkeeper isn't going to accelerate your trajectory. And a "CF-No" who builds a moat around your cash might not share the CEO's bold vision for BIG.
On today's show, Jerry Vance and Scott Crawford explore the state of the fractional CFO industry and why forecasting and five-year planning are strategic leadership tools, not just accounting exercises.
CEO Coaching International Podcast