Fractional CFO Services: A Walkthrough of Best Practices

In this video podcast, Steven Pitucci, a practicing CPA from Toronto, Canada, speaks one-to-one with Daniel Breez on fractional CFO services, which is a service offering that is becoming increasingly popular amongst public accountants.  

Daniel Breez is also a practicing CPA from Toronto, Ontario, who offers fractional CFO services in his growing cloud accounting practice. Daniel provides his direct insights on what offerings, including offerings that are less conventional, have added value for his small business clients. 

Topics discussed in this podcast include: 

• What is a “fractional CFO"?
• The key components of fractional CFO services & best practices;
• A walkthrough of the Profit First method for forecasting & cash flow management;
• Building a forecast template in MS Excel using the Profit First method;
• A case study on real client who used the Profit First method; and
• A discussion of efficient, modern tools available to accountants who are pursuing fractional CFO services.

As an added bonus, this course includes a copy of the Profit First forecasting template that Daniel walked through in the podcast, available for download in the course materials.