CFOWise

Why CFOwise?

The only reason for us to exist as a firm is if we can add value to the professionals who are already convinced they would like to receive the benefits inherent to the part-time CFO industry.  Our value proposition is based on the premise that we can help qualified executives find success as quickly and as effectively as possible.

The learning curve in this industry can be steep and expensive and it can take many years to master our industry’s best practices. As in any business or endeavor in which we engage, there are always more and less effective ways to reach success.  Please find below a brief explanation of ways and means whereby we have and will continue to add value to our partners and CFOs.

MARKETING, SALES, AND OPERATIONS PLAN
When a professional joins our firm, they receive our Marketing, Sales, and Operations Plan.  Here is a general idea of what part of this Plan includes:

CHAPTER 1 – MARKETING AND SALES PLAN

The Marketing and Sales Plan includes many sub-chapters, like Business Development Philosophy and Model, Our Target Market, Building a Great Credibility Statement, the Most Effective Marketing Methods for our Industry, Social Networking, Converting Leads to Clients, the 4 Steps in the Sales Cycle, the Key Ingredient to Success, and more.

CHAPTER 2 – OPERATIONS AND CLIENT SERVICES PLAN

The Operations and Client Services Plan includes CFO Services Deployment, Adding-Value to Clients, Time and Fees, E-Mail and Online Tools, CFO University, the 5 Ways to Make Money, Website and Blog Tools, and more.

We take our Marketing, Sales, and Operations Plan very seriously and work diligently to use it, update it, and compare our performance with the Plan.  The intent of this document is to give some ideas, thoughts, and resources to each of our CFOs and then allow them to implement it based on their core strengths and initiatives.  Once a CFO joins our firm, we encourage them to review this plan several times and attend up to 6 formal review sessions via webinar technology.

EARN WHAT YOU ARE WORTH
When it comes to pricing the services and solutions that we offer, many in our industry do not understand how to earn their true worth. Many of our partners were operating as independent part-time CFOs when they joined our firm, and they all struggled with earning their real value. This comes from a combination of under-pricing our services and solutions and failing to correctly present our value and cost proposition to our clients.

Entrepreneurs, founders, CEOs, and business owners in our target market are results-focused. We have repeatedly been able to position ourselves with our clients to generate results beyond their imagination while earning premium fees because we know how to add sustainable value to our clients far in excess of our costs. The principles to accomplish this are part of our Sales, Marketing, and Operations Plan.

LEVERAGE TIME INTO ADDITIONAL REVENUE STREAMS
One of the major mistakes that professionals in our industry make is to cap their earning potential to just their own billable time. It is in the best interest of our partners that we not restrict them in this way, but rather that we empower them to build their practices to the size and scope they desire.  Our firm is unique in its approach to this challenge, and it is imperative that any professional joining this industry understand this before they associate with a CFO firm.

CFO UNIVERSITY
Another unique aspect of our firm is our commitment to bettering ourselves through one or more monthly sessions of our CFO University, which is focused on the continuing education we need to add more value to our clients. Through webinar technology our partners and other experts present on a variety of other topics, including: KPI best practices, corporate bankruptcy, advanced retirement plans, advanced tax strategies, client retention, monthly reporting packages, health care reform, enterprise valuation, and more.

We video-record each CFO University session. All previous sessions are available to our existing and new partners to view needed.  Self-improvement should be a life-long quest, even professionally.  This theme sets the tone for each of these sessions.

MARKETING INNOVATION
We have embraced social media and everything that it does to create opportunities for us to find and serve our clients.  Our approach towards social media and social networking is unique and without parallel in our industry.  For example, our cutting-edge bi-monthly e-Newsletter provides a powerful way for our partners to consistently add value to their network, and we always seem to find clients through this effort.  We provide actionable data to each partner that helps in their overall marketing efforts.

COLLABORATION WITH CFO PEERS
We use a powerful collaboration and file sharing platform called a Wiki. This tool helps us connect with and call upon our partners and peers when we face an industry or problem outside of our experience and knowledge-base. This element of our firm empowers us to confidently serve our clients and ensures we deliver superior solutions and results.

TOOLS AND RESOURCES FOR FINDING & SERVING CLIENTS
Our Wiki acts as a real-time virtual storage facility wherein we warehouse all of our documents, tools, and other resources that help us find and serve our clients effectively. Some of these tools include: successful marketing letters, marketing worksheets and templates, videos of marketing and sales presentations, successful seminar and workshop templates, find needs forms and worksheets, client checklists, financial model templates, business plan forms, loan amortization programs, and more.

In addition to the Wiki, we also subscribe to a database of financial information for companies of all sizes, in all regions, and in all industries. This tool helps us to find new clients as well as better serve our existing clients. One impressive feature of this database is a valuation estimation program that we have used for many of our clients.  The company that we pay for access to this tool also offers up to 8  free hours CPE credit-earning opportunities each month, a valuable resource for those who need to document their continuing education.

MENTOR AND SHARE
Research shows that seasoned executives in the second half of their careers value the opportunity to pass along the knowledge they’ve gained.  In fact, many mark this as a higher priority than compensation.  We have a structured, formal mentoring program as well as a lot of informal mentoring and sharing that takes place as-needed.

PROFESSIONAL INSURANCE
In today’s litigious society, it would be unwise to practice in our industry without appropriate coverage. Although we do not anticipate using it, E&O coverage is in place and covers all partners and CFOs. A unique element of our firm is that this cost is included in the cost of being part of our firm.

CREDIBILITY
Upon joining our firm, our partners are immediately part of something much bigger than just themselves. In addition to the website, business cards, corporate email, and professional marketing materials, the collective experience of the firm helps our target market more quickly gain a comfort-level with us. We are able to more effectively and more quickly build trust with others when they understand we are not a sole-practitioner.

BUILD EQUITY & A QUICK ROI
Our firm represents a ground-floor opportunity in a growing industry that has proven to be fairly recession proof.  Our partners are encouraged to take an investment mentality with affiliating with us because it takes an investment of time, effort, and resources to achieve the level of success most desire.  Our compensation program allows our partners to receive short and long-term financial incentives equivalent to that of ownership.

If you desire to learn more about this opportunity, we invite you to learn more about our industry and watch a video message directed to help qualified professionals better understand our industry and our firm. We also invite you to read and honestly answer the questions listed on the Can We Help You page of this career section of our website.

Once you have reviewed this information and you are interested to take the next step towards learning about this opportunity, we invite you to submit an application. We treat all submissions confidentially and you will receive a response with one business day. We look forward to hearing from you.