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The CFO Inquiry: Is Your Business CFO-Ready?

Are you ready for a fractional CFO for your small business?

I'm on a mission to supercharge your business's financial game. My 10-year goal is to guide 100 businesses to $10,000,000 in revenue. Will you be one of them? Let's dive into the CFO Inquiry and figure out if your business is truly CFO-ready.

Unveiling the CFO Advantage

As a seasoned Fractional CFO specializing in small businesses and marketing agencies, I've witnessed the transformative power a CFO brings to the table. It's not just about crunching numbers; it's about looking forward toward your new future of profitable growth.

Revenue and Profitable Growth

Let's cut to the chase - my main gig is helping businesses like yours grow their revenue and profits. I've seen businesses go from struggling to thriving, all because they harnessed the power of strategic financial guidance. It's not magic; it's smart financial moves.

CFO-Readiness Assessment

Evaluating Your Business's Financial Health

Now, how do you know if your business is ready for a CFO's touch? It starts with a little self-reflection. Take a moment to evaluate your financial health. Are your numbers telling a story of success, or is there room for improvement? Are you running your business, or is your business running you?

Identifying Growth Opportunities

Speaking of improvement, let's talk growth. Are you aware of all the growth opportunities available to your business? Maybe you're leaving money on the table without even realizing it. A good CFO spots those opportunities and builds strategies to get you there.

The First Financial Hire: The Bookkeeper

The Foundation of Financial Health

Should a Fractional CFO be your first financial hire? Actually, no. A skilled bookkeeper should be your first financial hire. Not just "any ole' bookkeeper" will do however. There are specific things you should look for. If you need help on that, reach out and I can guide you through what you should be looking for.

The Bookkeeper's Contribution

Allow me to share a personal anecdote. Once, a small business I worked with had a phenomenal service product but struggled with financial chaos. Bringing in a skilled bookkeeper not only sorted out their records but also paved the way for strategic financial decisions. It was a game-changer. Accurate data is the foundation of all your financial endeavors.

Partnering with CFO Adam

The CFO Inquiry Process

Now that we've got our financial foundation in place, let's talk about the CFO Inquiry process. It's not a one-size-fits-all deal; it's about understanding your business's unique needs. Think of it as a friendly chat about your financial goals and dreams. Some basic questions to start with are the following:

  1. Do I want to grow my business or am I happy with how things are?

  2. Am I running my business, or is my business running me?

  3. Is my business creating the lifestyle I originally set out to achieve?

If you don't get the warm-fuzzies about any of those questions, it may be time to explore the benefits that an expert advisor can bring to the table.

Realizing Growth Potential

Partnering with CFOAdam isn't just about having someone come in and make all of your financial decisions; it's about realizing your business's full growth potential. From financial planning to strategic decision-making advice, I've got your back. Picture your business not just surviving but thriving in the competitive landscape. Want to know that the investment range is to work with me BEFORE you reach out? Not a problem. We believe in price transparency (so much so we even put our prices on our website).


In wrapping up, let's recap. CFO-readiness involves understanding your financial health, identifying growth opportunities, and starting with a stellar bookkeeper. If you're ready to take your business to new heights, the CFO Inquiry with yours truly might just be the ticket.

Remember, it's not about having a Fractional CFO for the sake of it; it's about having a financial partner who's as invested in your success as you are. So, if you're ready to elevate your financial game, reach out. Let's make your business CFO-ready and prepare for growth!

Fractional CFO and Founder of

Guiding Digital Marketing Agency Owners

to Profitable Growth

Fractional CFO Adam

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Disclaimer: This article contains information and opinions from Adam Kae & Associates, and the information and opinions should not necessarily be seen as the best possible solutions for your business. Please contact us at to help you find the best solutions for your business.



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