Description

Got a question? Text me!

“Fractional CFO” is trending—but what does it really mean? In this CAS Minute, Roman Villard calls out the growing misuse of the title and lays out the clear differences between bookkeeping, controller work, and true CFO strategy. If you’re spending 90% of your time in QuickBooks, this one’s for you.

⸻

⏱️ Chapters

00:39 – Most “Fractional CFOs” Are Doing Bookkeeping + Reporting

01:51 – Chart of Accounts ≠ Strategy

02:30 – What True CFOs Actually Do

04:20 – Client Expectations vs. Reality: Controller ≠ CFO

05:01 – The CFO’s Role: Driving Action from Data

05:43 – CFOs Are Architects of Scale, Not Passive Participants

06:52 – Earning the CFO Title Through Strategic Influence

⸻

✅ Key Takeaways:

• CFO is not a marketing title—it’s a strategic role earned through influence and impact.
• If you’re not driving strategy, pricing, margin analysis, or revenue forecasting, you’re not acting as a true CFO.
• Cleaning up books and producing reports is critical—but it’s not CFO-level work.
• Client expectations matter: Mislabeling services leads to confusion and missed opportunities.
• The CFO sits in the boardroom, not just in the back office.

Thanks for listening! Come Say Hi 👋

Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel