I’ve been a Free Agent CFO™ since 2001, and most of my work has been under the consulting umbrella.
Generally, CEO/owners hire me for one of several reasons:
- There’s a huge gap between financial desires and current outcomes, and that gap is generally extremely wide and seems nearly impossible to traverse without help of some kind.
- There’s a specific project that needs to be completed that is beyond the comfort level of the CEO. Examples include complex bank financing, fixing working capital inefficiencies, implementing a new job costing or ERP system, buying a business, or getting a sales team on the same page (through a new strategy).
- There’s an overall lack of financial expertise. I’d describe the emotion as overwhelm. Such CEOs know that a skilled CFO can make the seemingly impossible look easy from a financial, marketing, selling, and operational perspective.
See something not in the list above?
I’ve built playbooks for sales teams (work I’m extremely proud of), I’m been a solid sounding board to larger accounting departments, and I have even helped to craft a tagline for one of the fastest growing companies in Missouri.
I’m a Kolbe Certified Consultant™, and for my larger clients, I have helped senior leadership and management teams with this important tool to help ensure key team members are in the right seats from a conative perspective. And several of my clients are now using Kolbe in addition to other tools when onboarding new sales staff.
CFOs know finance. But we know a whole lot of other stuff too. We’re far from one dimensional.