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How Fractional CFOs Get Their First 5 Clients
A practical, sequenced plan for a new fractional CFO to land their first five clients using referral partners, a paid diagnostic, and outreach.
Read article →Pathway to Profit insights
Better questions. Clearer evidence. Useful action.
Practical guidance for coaches, consultants, accountants, fractional CFOs, agencies, and business brokers.
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How to Price and Sell a Fractional CFO Diagnostic
A practical guide to pricing a fractional CFO diagnostic offer and handling the objections that come up when you present it.
Read article →Why Smart Coaching Clients Don't Implement Advice
Your smartest coaching clients are often the ones who stall the most. The real cause is not intelligence. Here is what actually predicts it.
Read article →Close High-Fee Coaching Clients Without Feeling Salesy
A practical way for coaches who hate selling to close higher-fee clients by showing a specific number instead of persuading verbally.
Read article →Why Marketing Agency Clients Actually Cancel
The real reasons agency clients cancel, the warning signs that appear months before it happens, and how to intervene before the notice.
Read article →Turn Your Agency QBR From Vendor to Advisor
A complete, minute-by-minute template for restructuring your quarterly business review from a campaign update into an advisor conversation.
Read article →How to Add Advisory Revenue to Your CPA Firm
A practical sequencing plan for adding client advisory revenue to an existing CPA practice, including which clients to approach first.
Read article →How to Productize and Price CPA Advisory Services
A practical guide to packaging CPA advisory work into fixed, repeatable service tiers with defined scope and upfront pricing.
Read article →Win Business Broker Listings Without Cold Calling
A practical way for business brokers to generate listing conversations using a free readiness check instead of cold calling.
Read article →Nurture Business Owners Not Ready to Sell
A 12 to 24 month follow-up plan for business brokers to stay in the relationship with owners who aren't ready to sell yet.
Read article →Why Clients Don't Implement Business Advice (And How to Close the Execution Gap)
Clients don't implement business advice because agreeing with a recommendation and acting on it are two different mental events, not one. A 2023 survey of 39 consulting practitioners found clients implement recommendations "about 50% of the time," and 10 of 39 said implementation happens less than 40% of the time (Consultant's Mind). The gap isn't laziness. It's a well-documented mechanism called the intention-action gap, and it responds to specific fixes, not more motivation.
Read article →How to Find Profit Leaks in a Business
A profit leak is recurring money lost through gaps in pricing, process, marketing spend, sales, or customer retention. Find it by checking four areas: **Operations & Efficiency, Sales & Revenue Growth, Marketing & Customer Acquisition, and Customer Retention**. Measure each gap, estimate its dollar impact, and prioritize the most valuable fix.
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