What is a CFO Power Session?

What is a CFO Power Session?

cfo podcast scale unbreakable systems Aug 07, 2023

I recently realized that I had a void in my product offerings after clients wanted CFO services but were not ready for a recurring CFO offering. This led me to create CFO power sessions. I’ll be diving into what these sessions are, how they are structured, what you can expect to get out of them, and some of the results that past clients have experienced. I love providing CFO services and helping businesses grow this offering has made it so that I am able to do more of what I love.


The key takeaways from this episode are:

1. Identifying a gap in product offerings led to the creation of CFO power sessions for clients not ready for recurring CFO services.
2. Explore what CFO power sessions entail, their structure, and the benefits clients can expect to gain.
3. Providing CFO power sessions allowed for more focus on what the host loves – offering CFO services and helping businesses grow.


What you’ll hear in this episode:

[0:55] How I realized that I had a gap in my product offerings.
[2:35] How I came up with the idea for my new offering, CFO power sessions.
[4:25] What is a CFO power session?
[6:36] How are these sessions structured?


Related Episodes: 

Revenue Goals That Actually Move the Needle

Ways to Increase Revenue If You Hate Sales

What Traits We Look For in a Client



Tactical Resources:

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

CFO Power Session: Text POWER to 860-609-6374

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

Additional Resources & Connect with Shannon: 

Find everything you need at https://www.keepwhatyouearn.com

Questions about this episode? Text me! https://my.community.com/shannonweinsteincpa

Hire us: https://www.fitnancialsolutions.com/accounting

Find me on IG: https://www.instagram.com/shannonkweinstein/

Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ


The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.