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Michael King

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Wild West Podcast
Wild West PodcastUnearthing the Language of the American Frontier: Michael King's Journey Through Cowboy EtymologySend us a textWhat makes a true cowboy? It goes far beyond the iconic hat and weathered expression – it lives in the worn leather of a saddle that's witnessed countless sunsets and the rhythmic jingle of spurs that speak their own language. In this captivating conversation, author Michael King joins us to discuss his new book "A Cowboy's Tale of Words: The Meaning of Saddles and Spurs," which explores the soul of the American West through its most iconic tools and terminology. King, whose fascination with etymology began in graduate school, has crafted a un...
2025-08-3110 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingTracy Phillips and The Magic of Customer StoriesDive into an electrifying conversation where video testimonial wizard Tracy Phillips and Michael explore the transformative power of customer stories in leadership and business success. From karaoke laughs to game-changing leadership insights, this episode is a heartfelt blend of humor and wisdom that will challenge and inspire. About Michael King: Award-winning executive coach Michael King, recently featured in NY Weekly as one of the Top 10 Inspirational Coaches to Follow in 2025, helps leaders and teams achieve breakthrough performance through clarity, creativity, and strategic execution. With a track record spanning solo entrepreneurs to Fortune 500 ex...
2025-08-1142 minWild West Podcast
Wild West PodcastWild West: Where Fact Meets LegendSend us a textSaddle up for a journey into the heart of podcast storytelling excellence as we explore the remarkable success of the Wild West Podcast. Since 2017, this captivating show has transported listeners back to frontier America through its perfect tagline: "where fact and legend merge."What makes this podcast truly exceptional is the extraordinary partnership that brings each episode to life. Michael King serves as the meticulous researcher and writer, crafting historically accurate narratives that go beyond the audio medium into carefully illustrated dime novel-style publications. This isn't just historical recounting—it's a de...
2025-07-1206 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingAva Thomas: Resilience, Results & Real LeadershipIn this episode of The Level Up Leader, Michael King sits down with powerhouse media executive Ava Thomas. With over 30 years of experience navigating transformation in the rapidly evolving world of journalism, Ava has climbed the ladder from classified ads to the C-suite, all while raising a family and pioneering leadership initiatives that uplift women across the Midwest. This conversation explores how Ava leads with resilience in one of the most disrupted industries today, the importance of empathy and accountability, and how results-driven leadership doesn't mean sacrificing humanity. If you're leading through change, balancing legacy with innovation...
2025-06-2945 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingClarity in the Chaos: Leading Through Communication with Paul BaltesHosted by: Michael King www.michaelkingjr.comFollow Michael on LinkedIn, Facebook, and subscribe wherever you get your podcasts. In this episode of The Level Up Leader Podcast, host Michael King sits down with Paul Baltes, Director of Communications at Nebraska Medicine, to explore what it really takes to lead with clarity in times of crisis. Paul shares his unique journey from a career in journalism to becoming a communications leader in one of the most respected healthcare organizations in the country. He opens up about what it means to build trust within...
2025-06-0635 minWild West Podcast
Wild West PodcastEdward Masterson and the Texas CowboysSend us a text"Edward Masterson and the Texas Cowboys," penned by Michael King, takes readers on an exhilarating ride through the American West, focusing on the lively and gritty cattle town of Dodge City, Kansas. This thrilling dime novel plunges into the action-packed year of Ed Masterson's life as a lawman, set against the backdrop of the chaotic cattle trade, filled with fierce conflicts, shifting loyalties, and rampant lawlessness. You can order the book on Amazon.Often eclipsed by his more famous brother, Bat Masterson, Edward carved out his own legacy of bravery and...
2025-05-2117 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingChampioning Veterans: Brianne's Trailblazing Leadership JourneyJoin host Michael King as he delves into the inspiring story of Brianne Schuler, whose dynamic leadership at the 50 Mile March Foundation is reshaping veteran support. Discover a journey of empowerment and community development that proves when passion meets action, real change follows.About Brianne:Brianne Schuler is a dedicated nonprofit leader and fundraising professional with a passion for community development and organizational growth. With a Master of Public Administration in Nonprofit Administration from the University of Nebraska at Omaha, she has built a career focused on organizational development...
2025-03-1922 minWild West Podcast
Wild West PodcastPromotional: The Antic Tales of Luke McGlue: The Dodge City PranksterSend us a textDive into the uproarious world of "The Antic Tales of Luke McGlue: The Dodge City Prankster" by Michael King! This electrifying blend of fiction and history whisks you back to the raucous early days of Dodge City, Kansas, a place bursting with mischief and mayhem. In this thrilling narrative, the notorious prankster Luke McGlue comes to life, drawing inspiration from real-life tricksters who kept the town buzzing with laughter and chaos. Imagine a time when Dodge City was alive with playful scoundrels—frontiersmen, doctors, lawyers, fraternity brothers, and gangsters all perpetrating ela...
2024-12-0701 minWild West Podcast
Wild West PodcastPreserving the Western Trail: A Historian's Perspective an Interview with Michael GrauerSend us a textEver wondered how the foundations of America were built on "beef and bread"? Join us for an eye-opening journey into the heart of cowboy culture with Michael Grauer, the McCaslin Chair of Cowboy Culture and curator at the National Cowboy and Western Heritage Museum. Michael's expertise shines as he previews the unique and exciting 150th anniversary conference in Dodge City, unraveling the immense impact of the Western Cattle Trail on America's economic landscape. His passion for preserving cowboy culture and art is evident as he shares a sneak peek into the robust program...
2024-08-2919 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingLeadership Insights with Boys Town's Jon TitusJoin host Michael King and leadership expert Jon Titus from Boystown as they discuss the nuances of leadership vs. management and the importance of creativity and values in nurturing future leaders. Discover Jon's unique empowerment approach and commitment to crafting a world where everyone can lead.Key Points• Differentiating leadership and management• Elevating Boystown leaders through "Elevate"• Creative approaches in leadership development• Bolivian Peace Corps service impacts on values• Supporting Boystown’s "Successful Futures" programConnect with Jon: https://www.linkedin.com...
2024-03-1127 minMichael Ceely\'s High Performance Podcast
Michael Ceely's High Performance PodcastRiding With Resilience | Michael King in the Golden Age of CyclingMichael King was top cyclist during what many call the Golden Age of American cycling, the 1980s and 1990s.Michael raced against the likes of Greg LeMond, Bernard Hinault, and rubbed shoulders (literally) with every elite cyclist of that time period. Winning over 150 races in his career, Michael rode for the Turin team out of Chicago, competing in iconic American races such as the Coors Classic in Colorado and SuperWeek in Wisconsin.After his cycling career, Michael became a top salesman in the bicycle industry working for companies like Pearl Izumi, Cliff B...
2024-03-101h 12The Level Up Leader with Michael King
The Level Up Leader with Michael KingFrom Bullied to Boardrooms: Martin Rowinski's Tech Titan TaleIn this captivating episode of the Level Up Leader podcast, host Michael King sits down with a giant in the tech industry, Martin Rowinski, CEO of Boardsi. Martin's journey is nothing short of inspirational – from his humble beginnings as a bullied child to becoming a visionary leader reshaping the global technology landscape. With over 25 years of executive experience, Martin has co-founded Boardsi, a groundbreaking company in executive recruitment. He dives deep into how his unique blend of empathy and cutting-edge artificial intelligence is revolutionizing the way executive recruitment is done, and how it's impacting personal branding in the corporate wo...
2024-01-1539 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingRespect: The Currency of High-Performing TeamsSummary In this episode, executive coach Michael King explores the pivotal role of respect in building high performing teams and visionary leaders. Drawing from his personal experience and research, he highlights how respect fosters open communication, trust, and collaboration within teams. With statistics showing that respecting teams outperform others by 17%, stay on schedule 20% more, and are 25% more productive, King emphasizes the strategic advantage of respect and provides actionable insights for cultivating a culture of respect within organizations. Key Points • Respect is the most valuable and expensive currency for a successful team • Embracing respect leads to increased teamwork, impr...
2023-08-0404 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingRalph Velasco, The Continental Drifter: A Unique Travel ExperienceSummary: In this episode of the Level Up Leader podcast, Ralph Velasco discusses his two travel brands and how he creates cultural tours that cater to photography enthusiasts. He also shares his story of becoming a travel photographer and tour organizer, along with his tips on setting clear client expectations and over-delivering on promises.Key Points: • Ralph recently created a YouTube channel called The Continental Drifter, where he shares travel and photography tips for baby boomers and Gen X travelers. • Ralph's favorite trips are the Treasures of Armenia and the Republic of Georgia, and Mexico's Copper Canyons, whic...
2023-06-1520 minThe CFO Report
The CFO Report68. Your Client Is In Trouble - What To Do (Fractional CFO)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- A lot of businesses are under enormous financial pressure right now, especially in certain industries.  What can you do as a Fractional CFO? What should you say? This week's episode of The CFO Report will help give you some direction Navigating these conversations is going to b...
2023-06-0609 minThe CFO Report
The CFO Report67. You Have Too Many Clients?!? (What to do)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- In this episode, we dive into the inspiring journey of one of our Inner Circle members who achieved remarkable success in just three months after leaving his corporate job.  His client roster is almost at capacity, and he's facing a crucial decision: should he turn off his marketing machine or k...
2023-05-3010 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingConversations with Coaches Sharedcast: Winning and Adapting to Change: Insights from an Executive CoachSummary Michael King, founder and CEO of Teams Co Coach, LLC, shares his coaching methodology and insights on the importance of adaptability and innovation in today's business landscape. He highlights the need for leaders to remain resilient in the face of uncertainty and embrace change to thrive. Key Points • Failure can be a positive learning experience and a catalyst for growth. • With the rise of AI and other technologies, leaders must stay informed and prepared for change in their respective industries. • The shift towards digital media has caused some organizations to reevaluate their advertising strategies. • Embrace technology, social m...
2023-05-2530 minThe CFO Report
The CFO Report66. Don't Run Off The Accountant!Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Are you a CFO or aspiring to be one? Join Michael King in this episode of The CFO Report, where he reveals some tips on: 👉How to successfully navigate client onboarding.👉Uncover effective communication techniques to address concerns from bookkeepers and tax preparers who may perceive you as a threat...
2023-05-2309 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingEpisode 22: Unleashing Your Leadership Potential w/ Michael KingSummary In this episode of the Level Up Leader podcast, host Michael King shares two powerful reminders for leaders that can propel them towards their fullest potential. He encourages leaders to be unshakeable and to embrace the 80% rule. By protecting their energy and focusing on progress, leaders can liberate themselves from unnecessary burdens and empower their team members to take ownership of their responsibilities. Key Points • Leaders should protect their energy and cultivate unshakeable resolve • Embracing the 80% rule can liberate leaders from perfectionism and unnecessary burdens • Effective delegation allows leaders to leverage the strengths of their team and achieve more c...
2023-05-1807 minThe CFO Report
The CFO Report64. Finding Your Why as a CFO with Ashley Harlan - Part 1Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Are you a fractional CFO looking for alignment in your work?  Do you want to discover the key to serving on a whole new level, with energy, aliveness, and purpose?  Join Michael King in the CFO Report for a two-part interview with Ashley Harlan, a mastermind member who em...
2023-05-0927 minThe CFO Report
The CFO Report63. Unlocking the Key to Client Retention: Adding Value Beyond the ScopeJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Welcome to the CFO Report with Michael King, where we discuss all things fractional CFO services.  Today, Michael shares his experience with a common misconception he had about retaining clients. He used to think that once his firm had a standard scope of work in place, clients would have no r...
2023-05-0206 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingEpisode 21: Creating Diners, Drive-Ins and Dives with David PageDavid Page joins the Level Up Leader Podcast with Michael King to discuss his creative and exciting journey from investigative journalist w/ NBC to creating Diners, Drive-Ins, and Dives. He talks about leading by example, his radio show, and his journey to becoming a successful voiceover artist. He shares his experiences in leadership, the importance of curiosity and intelligence in creative endeavors, and how to promote his radio show.   Key Points • Created Diners, Drive-Ins and Dives for Food Network • Wrote book Food Americana to explore American cuisine • Leadership requires patience and understanding • Curiosity and intelligence are essent...
2023-04-2728 minThe CFO Report
The CFO Report62. Does Your CFO Firm Need a Financial Analyst?Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Learn how Michael’s firm KFE Solutions saves over 40 hours per month with G-Accon for Quickbooks! 👇 G-Accon is a live link that seamlessly connects our clients' QuickBooks Online data to our custom CFO Reports inside of Google Sheets. The result? Automated, customized CFO reports with virtually no data manual entry and n...
2023-04-2506 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingEpisode 20. Jeff Bartsch- The Best Story Wins20. Jeff Bartsch- The best story wins Welcome to the Level Up Leader Podcast.  I am your host, Michael King.  I am an executive coach and founder of Teams.Coach, LLC. I work with C-level leaders to clarify and expand the vision, elevate performance, and Level Up their Leadership. On today’s podcast, I am joined by Jeff Bartsch. Jeff is a storyteller and marketing strategist who built his career as a television editor in Hollywood. His clients include ABC, NBC, Universal, Disney, Apple, and many others, with thousands of students and clients in over 50 countries around the worl...
2023-04-1941 minThe CFO Report
The CFO Report60. How to Avoid Hourly Pricing Discussions as a CFOJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Learn how Michael’s firm KFE Solutions saves over 40 hours per month with G-Accon for Quickbooks! 👇 G-Accon is a live link that seamlessly connects our clients' QuickBooks Online data to our custom CFO Reports inside of Google Sheets. The result?  Automated, customized CFO reports with virtually no dat...
2023-04-1104 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingMichael King & Jesse Moore: Never Give Up.Welcome to the Level Up Leader Podcast.  I am your host, Michael King.  I am an executive coach and founder of Teams.Coach, LLC. I work with C-level leaders to clarify and expand the vision, elevate performance, and Level Up their Leadership. On today’s podcast, I am joined by Jesse Moore.  Jesse is a member of the member services team for the Omaha Chamber of Commerce. Ive known Jesse for a few years now.  So when he told me that he would be sharing about Never Giving Up, I was immediately in.  Jesse is one of the most positiv...
2023-04-0523 minThe CFO Report
The CFO Report59. Why Fractional CFOs Should Avoid THIS Type of WorkJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- One of the biggest mistakes that I see virtual and fractional CFOs make every single day is CFOs offering services outside of their core competencies. In this episode of the CFO Report, Michael speaks to one of his members, who, having a heart for service,  began providing operational and marketing c...
2023-04-0412 minThe CFO Report
The CFO Report57. Is Variable Pricing Right for YOUR CFO Firm?Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Do you struggle with best practices for pricing your services? If so, you're not alone. In this episode of the CFO Report, Michael answers a common question that he receives from his members: whether to vary the pricing based on the size of the client.He talks to h...
2023-03-2103 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingWinning Is a Team Experience - Jim Grauel and Michael KingYou’ve heard it said that the ones that embrace technology are the ones who will win. In today's rapidly-evolving world, staying ahead of the curve is more important than ever. And nowhere is that more true than in the world of life insurance. Gone are the days of traditional policies and paper-based applications. Today, the most successful life insurance companies are the ones that have embraced technology to streamline their processes, make it easier for customers to apply, and provide faster, more personalized service.   Today I am excited to talk to you abo...
2023-03-0828 minThe CFO Report
The CFO Report55. Differentiate Yourself as a Fractional CFO in 2023 (DO THIS!)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Are you struggling to differentiate yourself from other CFOs?  Do you find it difficult to communicate the value that you can bring to potential clients?  If so, you're not alone.  In this episode of the CFO Report, Michael talks to his Inner Circle member and shares how he can...
2023-03-0708 minThe CFO Report
The CFO Report54. The Ultimate Guide to Fractional CFO CompensationJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Are you looking to hire a CFO to help grow your firm in 2023?  Before you do, you need to figure out how you're going to pay them!  In this episode of The CFO Report, Michael shares the compensation model he uses for fractional CFOs and why he thinks it...
2023-02-2807 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingLessons: Killing the Good Systems to Discover the GreatWelcome to the second episode of “Lessons” on the Level Up Leader Podcast. Today, Michael King talks about Killing the GOOD systems to find the Great Ones.  Fostering a culture of continuous improvement is essential for any business’s success. In this episode, we discuss the importance of regularly evaluating your systems to identify and optimize the ‘great’ ones. We also explore why it’s so important to have an objective understanding of the value each system provides, as well as how ‘killing the good’ can help you focus on creating great results. Tune in to learn how cons...
2023-02-2209 minThe CFO Report
The CFO Report53. The Collaborative Edge: How to Make Sure Clients Loop You InJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Discover How To Collaborate on Big Financial Decisions As A Fractional CFO 🤪 Nothing drives us fractional CFOs and virtual CFOs crazier than when clients make big spending decisions without looping us in FIRST! 🍀 Luckily, there is a solution… In this episode you’ll find out how to: 👉...
2023-02-2107 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingGreg Griffith and Michael KingToday on The Level Up Leader Podcast, we’re thrilled to have Greg Griffith from King of Kings Church in Omaha, NE. Join us as Michael King asks him about how his leadership has enabled deep and meaningful change within his organization!  Here's a little about Greg:   “Having grown up on the west coast, being raised by a mom who grew up in an orphanage, and a dad who was an ex-police officer, I learned very early on what it means to work hard and live with each day as a gift. "Life is a s...
2023-02-1533 minThe CFO Report
The CFO Report52. 7 Power Tips for Fractional CFO SuccessJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- 7 Years of CFO Firm Wisdom REVEALED! Celebrate with me as I share with you my 7 biggest lessons learned in 7 years of running a fractional CFO firm. In this episode you’ll find out how to: 👉 Avoid COSTLY mistakes 👉 Accelerate your firm’s success 👉 Approach problem-solving the right way...
2023-02-1420 minThe CFO Report
The CFO Report51. The Art of Persuasion for CFOs: Leading Clients to Take ActionJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- As a fractional CFO, it's imperative that you master the art of leading your clients towards action.  No matter how amazing your CFO reports are, now matter how many savings opportunities you can identify, it all becomes MEANINGLESS if you cannot convince your clients to take action. In t...
2023-02-0709 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingLessons: The Leadership Index | The Level Up Leader | Teams.CoachWelcome to the Level Up Leader Podcast. I'm your host, Michael King--Executive Coach and Founder of Teams.Coach, LLC! Join me as we dive deep into today's leadership lesson about discovering our Leadership Indexes and emphasizing how important it is for leaders to make others feel appreciated in order to be remembered most effectively. This short-form podcast will come out twice a month alongside the classic Level Up Leader show, so stay tuned! To learn more about the podcast, please visit: Level Up Leader Facebook Group Teams.Coach Facebook Page YouTube
2023-02-0307 minThe CFO Report
The CFO Report50. Uncover the 2 Hidden Mindsets Slowing Down Fractional CFOsJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- 🛑Urgent Message 🛑 Being a month into 2023 I’m already seeing 2 big mindsets that will slow down fractional CFOs to become successful this year and beyond. This episode is a must watch because these mindsets can minimize: 👉Growth 👉Impact Not only for you but for your: ...
2023-01-3110 minThe CFO Report
The CFO Report48. Avoid a Communications CATASTROPHE!Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- What’s the quickest way to frustrate your clients AND your team?👉 Do a poor job with communications! In this episode, Carlos and I are sharing some of the best practices we’ve learned about managing internal and external communications. Great communications are the easiest way to keep yo...
2023-01-1707 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingThe ROI of People Investment - Melissa Brown and Michael KingAccording to the Harvard Business Review, job resignations are still up 23% above pre-pandemic levels, and many organizations are short-staffed. When just a few employees resign, their workloads can usually be redistributed among the remaining employees. In fact, many organizations are jumping on the #quiethiring bandwagon and unintentionally burning out their teams just to stay afloat. Today’s guest seems to be in the right place at the right time to help a very important niche in the dental industry. Welcome to The Level Up Leader podcast. I am your host, Michael King. I am an ex...
2023-01-1326 minThe CFO Report
The CFO Report47. Top CFO Questions SOLVED (Q&A with Michael)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Today I’m taking the top 5 questions I’ve been asked by fellow fractional CFOs on LinkedIn! What are those questions? 1. What skills are fractional CFOs most commonly lacking? 2. Is it a good idea to outsource accounting or bookkeeping services to overseas firms? 3. Where am I based? 4...
2023-01-1025 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingRock N’ Roll, Social Anxiety, and the Pursuit of Joy - Name Without Numbers and Michael King | The Level Up Leader | Teams.CoachIn the early 2000s, a music genre called EMO was taking the world by storm.  Some of my favorite artists came out of this period - Dashboard Confessional and Panic! At The Disco, to name two. But there's one that is especially near and dear to me, a local band from Omaha, Nebraska...one that I happen to also produce...called Names Without Numbers. They beautifully blend solid Rock & Roll performance with high levels of intellect and excellent writing.  Some 20 years after the band was formed, they have had a resurgence, just in time to catch some mu...
2023-01-0426 minThe CFO Report
The CFO Report45. HUGE Opportunity for Virtual CFOs in 2023There’s a MASSIVE opportunity for virtual CFOs and fractional CFOs in 2023. In this episode, I’m going to break down that opportunity and tell you what you need to do so you don’t miss it! (Shout out to my friend Chris Ortega for asking the question on LinkedIn!) CHECK OUT MY FREE WEEKLY NEWSLETTER - 😀 The 5 Minute Fractional CFO - Every week I share 1 actionable tip to help you start, scale, and optimize your CFO services (and you can read it in 5 minutes or less!) -https://cfo.thecfo...
2022-12-2713 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingThe “Who” is More Important Than the “What” - Kevin Cassidy and Michael KingAccording to research from the Harvard Business Review, only 8% of people achieve their dreams and goals & 92% just give up or fail to make it all the way. It's a considerable percentage.  Perseverance is the biggest factor when it comes to success.  Benjamin Franklin has been quoted as saying, "Energy and persistence conquer all things." And I love this quote from Steve Jobs: "I'm convinced that about half of what separates the successful entrepreneurs from the non-successful ones is pure perseverance." In talking with today’s guest, we hear an inspiring story of a leader who faced adversity early...
2022-12-2223 minThe CFO Report
The CFO Report44. Your Clients Need Better Reporting: What To DoJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- We’ve been seeing a BIG issue with new virtual CFO clients: They’re missing the systems and tech you need to do your job as their CFO. 👉 In this episode, we’re discussing what steps you should take as the fractional or virtual CFO when you realize that a new cli...
2022-12-2011 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingThe Way Back - Miles Welch and Michael King | The Level Up Leader | Teams.CoachSteve Jobs was fired from his own company; Nelson Mandela spent 27 years in prison, and Abraham Lincoln failed in business, had a nervous breakdown, and was defeated in eight elections. They all went on to experience tremendous success.  As an Executive Coach, I have a legitimate soft spot for a leader that has experienced rock bottom and has embraced honesty. As a society, we tend to move on too quickly from someone who has experienced failure.   I am a little different.   There is something so powerful about the next chapter of a leader tha...
2022-12-1427 minThe CFO Report
The CFO Report43. What To Do When Your CFO Clients' Books are WRECKEDJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- A new CFO client with bad books is a COMPLETE nightmare situation. And it happens more often than we’d like to think. But what should a virtual CFO do when they find themselves in a spot with a dumpster fire accounting situation? In this episode, we talk with one of...
2022-12-1307 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingUnexpected Stories for Unexpected Times - Malorie Maddox and Michael King | The Level Up Leader | Teams.CoachWhoever tells the best story wins. There are so many authors and marketers attached to this saying that I wouldn’t dare put a claim of ownership to this for myself or anyone else really. The fact is that this perspective has served me well and has given our clients significant returns.   Why? Because people care more about your motivation and the story behind the product and services you provide than they do about the services themselves.   An article published by the Harvard Business Review (linked below) speaks directly to this, going so far...
2022-12-0737 minThe CFO Report
The CFO Report42. How to Explain: The Balance SheetJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- The Balance Sheet can be a big source of confusion for your fractional CFO clients.  And spending time on CFO calls explaining to them what “long term liabilities” are for the 5th time isn’t the best use of your time. The trick is explaining the Balance Sheet to them...
2022-12-0606 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingWill The Church Arise? - Chris Sonksen and Michael KingAccording to Gallup, “Americans' membership in houses of worship continued to decline last year, dropping below 50% for the first time in Gallup's eight-decade trend. In 2020, 47% of Americans said they belonged to a church, synagogue or mosque, down from 50% in 2018 and 70% in 1999.” Christianity Today reports that in 2019, approximately 3,000 Protestant churches were started in the US, but 4,500 Protestant churches closed, according to estimates from Nashville-based Lifeway Research. Welcome to the Level Up Leader Podcast.  I am your host, Michael King.  I am an executive coach and founder of Teams.Coach, LLC. I work with C-level leaders to clarif...
2022-11-3037 minThe CFO Report
The CFO Report41. How to Explain: Profit & LossJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Ever wish your clients could understand their P&L so you didn't have to explain EVERYTHING to them? Sure, we all do. But figuring out how to explain it to them in terms they can understand can be challenging. In this episode, I'm going to show...
2022-11-2906 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingOvercoming Unconsciousness - Jay Guilford and Michael KingIf you have a brain, you have bias. We all have unconscious bias; it doesn’t make us bad people. Our brain wants to make sense of the world and the people around us. We categorize and label things and people so our brains can move fast.  It’s actually tied to your survival.  But check this out. Forbes Magazine states that “Unconscious bias if left unchecked, can impact employees’ productivity, sense of belonging, and retention rates. One survey found that workers who reported experiencing workplace bias were 33% more likely to feel alienated, 34% more likely to withhol...
2022-11-2320 minThe CFO Report
The CFO Report40. Cash Flow Forecasting: 3 Big Questions ANSWEREDJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Cash Flow Forecasting is fundamental to fractional CFO and virtual CFO services!  In this episode, my team and I answer 3 questions asked by our community about Cash Flow Forecasting.  👉 How complex does the Chart of Accounts need to be in order to produce a meaningful cash flow forecast?
2022-11-2212 minThe CFO Report
The CFO Report39. Why I Quit Drinking: 5 ReasonsJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- More energy. Better relationships. Better attitude. Better business.How'd I do it? Three years ago today, I stopped drinking alcohol - and it changed everything for me. In this episode, I walk through the benefits I've enjoyed as a result of quitting alcohol - along with 1...
2022-11-1512 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingThe Power of Proximity - David Dickinson and Michael KingDisconnection is making workers feel lonely and isolated, that their colleagues don’t care about them and that they’re replaceable, according to the Airspeed/Workplace Intelligence report that surveyed 800 C-suite leaders and 800 workers in March. A majority see their work as solely transactional: 52% of workers reported they’re only in it for the paycheck. CNBC reports that being disconnected and lacking proximity are the #1 factors for resigning. This was an issue before covid, but now it’s worse.  Regarding proximity, today’s guest is doing what he can to make sure this isn't an is...
2022-11-0923 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingMeaningful Change and Impact - Michele Isaly and Michael King | Level Up Leader | Teams.CoachEveryone would agree that the organization that embraces change the best is the organization that wins. How you implement change matters.    “Good leaders listen before they act. And the best leaders prioritize listening to their best people.”    On today’s podcast, I am joined by Michele Isaly. Michele is the Regional Vice President for Word and Brown. Michele has decades of experience leading and her story of how she addresses change is something we can all relate to.  Please welcome Michele to the podcast.    Source: https://www.g...
2022-11-0322 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingRewriting Yourself - John Michael Morgan and Michael King | Level Up Leader | Teams.CoachAccording to the Harvard Business Review, “If you want to understand why some companies have a toxic culture, underperform relative to their potential, and eventually collapse — look no further than the quality of their leadership teams. Whereas competent leaders cause high levels of trust, engagement, and productivity, incompetent ones result in anxious, alienated workers who practice counterproductive work behaviors and spread toxicity throughout the firm.”   On today’s podcast, I am joined by John Michael Morgan. John Michael is a best-selling author and celebrated coach. I have worked with John Michael for the better half of a year...
2022-11-0334 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingKeeping Things Interesting - Bill Cook and Michael King | Level Up Leader | Teams.CoachTo be a good leader, you have to be interesting.  You have to keep things interesting.  Leaders often start losing traction because they have become boring and need to engage their team.   According to Forbes, being boring happens to most good leaders. And we often confuse being INTERESTING with CHARISMA…and that’s simply not the case.  Curiosity seems to be the secret sauce to keeping leadership interesting.     On today’s podcast, I am joined by Bill Cook. Bill is an Executive Vice President of Development for BIO PLUS. Bill has decades of ex...
2022-11-0316 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingThe Art is Listening - Jeremy Miller and Michael King | Level Up Leader | Teams.CoachIt’s an important fact that trust increases the power of your organization substantially. In fact, the Harvard Business Review states that organizations with high levels of trust have 106% more energy and 50% more productivity. A straightforward way to increase trust is by increasing your level of listening.    And that’s precisely what today’s guest is doing.    On today’s podcast, I am joined by Jeremy Miller.  Jeremy is Polly’s Vice President of Enterprise Development and an all-around great leader.  Please welcome Jeremy to the podcast.    Source: https://hb...
2022-11-0323 minThe Level Up Leader with Michael King
The Level Up Leader with Michael KingLet's Talk About "Why" - Jen Gruber and Michael King | Level Up Leader | Teams.CoachTurnover rates are at a staggering high.  “Quiet quitting” has become a term that is globally accepted. I was told that people don’t leave bad jobs; they leave bad bosses. Is there anything we can do about this?   We decided we would.     Welcome to the Level Up Leader Podcast.  I am your host, Michael King.  I am an executive coach and founder of Teams.Coach, LLC. I work with C-level leaders to clarify and expand the vision, elevate performance, and Level Up their Leadership.    On today’s podcast, I am j...
2022-11-0327 minThe CFO Report
The CFO Report35. Critical Advice on Becoming a Full Time Fractional CFOJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- What does it take to go from part-time fractional CFO to full-time CEO of a fractional CFO (virtual CFO) firm? Shannon Weinstein, CPA made the transition earlier this year. In this episode, she shares some of the biggest lessons learned, mistakes, and tips that she learned in her...
2022-10-1858 minThe CFO Report
The CFO Report34. Should CFOs Offer Tax Strategies?Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Do fractional CFOs have to offer tax strategies in order to grow in 2022 and 2023? More and more clients are asking for it - but is it the right move for you? In this episode, I have a conversation with one of my coaching clients about offering tax strategies.
2022-10-1105 minThe CFO Report
The CFO Report33. Did I Just Lose an $84k Client?Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- I just finished a sales call with a potential client that would be worth about $84,000/year. At the very end of the call, they hit me with ONE question and I don't think they liked my answer! The question was a valid one and it was totally reasonable.
2022-10-0406 minThe CFO Report
The CFO Report32. How I Failed at SuccessJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- In 2011, I realized I had failed at success. I thought I knew what success was and I thought I had achieved it - until one day I realized that I hadn't achieved anything AT ALL. That day was the beginning of my journey to finding my WHY and...
2022-09-2713 minThe CFO Report
The CFO Report31. CFO Check-In CallsJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Your monthly or quarterly CFO calls with clients have to stay strategic!   But what about:  👉 Urgent issues? 👉 Tactical questions?  👉 Topics that need to be addressed in between monthly calls?   That's where the CFO check-in call comes in!   In this episode, we walk one of ou...
2022-09-2007 minThe CFO Report
The CFO Report30. Get Fewer Questions and More Results From Your TeamJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Are you tired of CONSTANTLY getting asked: "What should I do about (question/problem/situation)"? It can be SO annoying because you spend all of this time and money on hiring great people - but then they're constantly asking you how you want them to handle things.
2022-09-1307 minThe CFO Report
The CFO Report29. How to Level Up as a CFOJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Are you already offering advisory services and now you're curious how to go from forecasts and projections to helping your clients achieve their goals and dreams?  In this coaching session, one of my clients asks how to take her CFO services to the next level. CHECK OUT MY FRE...
2022-09-0608 minThe CFO Report
The CFO Report28. Use Negative Feedback as Competitive Advantage (4 Steps)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Getting negative feedback from clients STINGS.   As accountants and fractional CFOs, we pride ourselves on excellence - so negative feedback tends to hit us even harder.   But here's a hot take:  Over the last 6+ years of running a firm, I've learned that negative feedback can actually be a HUGE...
2022-08-3007 minThe CFO Report
The CFO Report27. My Secret to Get People to Take ActionJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- "Why won't they just do what I tell them!?!" It's so frustrating when our CFO clients won't do the things we advise! We show them the numbers.We give them the answers. And then nothing. Any time I'm faced with a client not...
2022-08-2303 minThe CFO Report
The CFO Report26. Your Pricing Isn't What's Holding Your Sales BackJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- A lot of firm owners think they need to drop their prices as we head into a potential recession. The truth is, pricing isn't what's holding you back right now. It's risk. People are just more cautious right now - and understandably so! The...
2022-08-1607 minThe CFO Report
The CFO Report25. Complexity: The Silent Killer of CFO FirmsJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- One of the fastest ways to kill growth in your firm is by adding additional layers of complexity. The thing is, sometimes that complexity feels necessary. But it rarely is. Complexity actually robs us of the opportunity to fulfill our mission, scale our firms, and maximize our impact.
2022-08-0915 minThe CFO Report
The CFO Report24. CFO Tech StackJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- There is so much technology out there for fractional CFO firms and accounting firms!  Some of the tech is absolutely amazing! (Hello, G-Accon and Canva) ...while other tech doesn't quite deliver on the hype. Today, I'm sharing my firm's absolute favorite, must-have tech! And be sure...
2022-08-0209 minThe CFO Report
The CFO Report23. The Importance of In-Person Meetings for Virtual TeamsJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Building a healthy team is hard. Building a healthy virtual team is even harder. As a firm owner, one of the most impactful things you can do to build a healthy team is to have periodic in person meetings. For me, in person meetings have resulted...
2022-07-2614 minThe CFO Report
The CFO Report22. CFOs: We Have a ProblemJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Fractional / Virtual CFOs, Bookkeepers, and Accountants: there's an epidemic that's polluting our industries: 👉 It's accounting and bookkeeping work being disguised as CFO work. In this episode, I cover why this is such a problem and what we can all do to solve it. CHECK OUT MY FRE...
2022-07-1906 minThe CFO Report
The CFO Report21. 4 Hiring Hacks to Get The BEST ApplicantsJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Hiring hot take:It's hard to get great talent today. What can you do to attract the best talent while not wasting a ton of time on the 4000 pretenders that apply for your positions? In this episode, I'm going to share 4 game changing hiring hacks that will a...
2022-07-1204 minThe CFO Report
The CFO Report20. Why Firms Should Hire an Assistant FirstJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- As the owner of a virtual CFO firm or accounting firm, you'll realize quickly that you need some help if you want to grow. But who should you hire FIRST? • A bookkeeper? • A financial analyst? • Another fractional CFO? In this episode, I explain why hiring an ass...
2022-07-0512 minThe CFO Report
The CFO Report19. LEADER or MANAGER - Which Should You Be as a CEO?Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Leadership vs Management: What's the difference?    As a CEO of a firm, you not only need to understand the difference between the two... But you also need to know the right time to lean into each.  In this episode, I explain the difference between leadership and management and...
2022-06-2806 minThe CFO Report
The CFO Report17. The REAL Pros and Cons of Offering CFO Services (Part 3 of 4)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Accountants: Are you ready to start offering CFO services? ⚠️WARNING: IT MIGHT NOT BE RIGHT FOR YOU ⚠️ If you've been thinking about kicking off CFO or advisory services in your firm, this series is an ABSOLUTE MUST! This is Part 3 of a 4 part series where I break dow...
2022-06-1409 minThe CFO Report
The CFO Report16. 4 ESSENTIAL CFO Services (Part 2 of 4)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Accountants: Are you ready to start offering CFO services? If you've been thinking about kicking off CFO or advisory services in your firm, this series is an ABSOLUTE MUST! This is Part 2 of a 4 part series where I break down all things virtual/fractional/outsourced CFO services.
2022-06-0708 minThe CFO Report
The CFO Report15. Can YOU offer CFO services? (Part 1 of 4)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Accountants: Are you ready to start offering CFO services? If you've been thinking about kicking off CFO or advisory services in your firm, this series is an ABSOLUTE MUST! This is Part 1 of a 4 part series where I break down all things virtual/fractional/outsourced CFO services.
2022-05-3106 minThe CFO Report
The CFO Report14. How to Level Up as a LeaderJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- I made a huge mistake as a leader - and I didn't even realize I was doing it. In this episode, I'm going to share a huge lesson I learned about leadership that is GUARANTEED to help you level up your leadership game! CHECK OUT MY FREE...
2022-05-2408 minThe CFO Report
The CFO Report13. How to Fire BAD ClientsJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- No one likes getting bad clients. But the thought of actually FIRING them can be terrifying!  In this episode, I share my 5 step framework for firing bad clients, and doing it in a way that drastically reduces drama and anxiety. CHECK OUT MY FREE WEEKLY NEWSLETTER...
2022-05-1712 minThe CFO Report
The CFO Report12. Why EVERYONE Should Write Their Own ObituaryJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- I needed some pro tips on time management and prioritizing my time. My coach suggested that I start by writing my own obituary. My only regret: I wish I had done it years ago. It forced me to reflect on the kind of life that I...
2022-05-1005 minThe CFO Report
The CFO Report11. My FAVORITE Time Hacking ToolJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- Accountants, Bookkeepers, CFOs: Do you struggle to STAY FOCUSED during the work day? I do. That's why this tool has been an absolute GAME CHANGER for me and my firm.  It allows me to stay productive, longer which means I get more done without working longer hours. 10/10 recommend....
2022-05-0304 minThe CFO Report
The CFO Report10. Tackling Self-Doubt And Impostor Syndrome as a CEOJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- I don't belong here. I'm not far enough along. I don't have enough experience. Even after 6+ years in business, I still suffer from imposter syndrome. But over the years, I've found some ways to take action DESPITE those voices and so today, I want to share...
2022-04-2606 minThe CFO Report
The CFO Report9. New Client Onboarding Best Practices for 2022 (Bookkeeping, Accounting, CFO)Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- If you want to amaze your new clients then you've go to NAIL the onboarding process! It is absolutely CRITICAL for starting off on the right foot with new bookkeeping, accounting, or virtual CFO (fractional CFO) clients! A good onboarding experience will set the tone for the value you add, he...
2022-04-1909 minThe CFO Report
The CFO Report8. Top 6 Lessons After 6 Years In BusinessJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- If you run a financial services firm, you should absolutely listen to this! My firm just turned 6 years old (www.kfesolutions.com) and I'm breaking down the most impactful lessons learned and biggest mistakes I've made along the way! All of these lessons are applicable to bookkeepers, accountants, a...
2022-04-1213 minThe CFO Report
The CFO Report7. The 6 MOST IMPORTANT Processes for Your FirmJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- THIS MISTAKE COST MY CFO FIRM OVER $100,0000! I waited WAY too long to get processes documented in my CFO firm and it cost my team and I a ton of time, money, and frustration. One of the biggest challenges I had was knowing WHICH PROCESSES to document.
2022-04-0514 minThe CFO Report
The CFO Report6. Three Signs That It's Time to FIRE A CLIENTJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- At some point in your business, you will most likely have to fire a client. I know this isn't fun, but it's part of running a business. I've been in business for 6 years and I've had to fire many clients. There was actually a point in my business where I...
2022-03-2907 minThe CFO Report
The CFO Report5. Stop Hourly Invoicing. Here's Why.Join me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- My pricing model has changed a lot from when I first started my fractional CFO firm. In the beginning, I priced my services on an hourly basis - which was not great because of price shopping and constant comparison shopping. Not only that, but my income was unpredictable, which is...
2022-03-2211 minThe CFO Report
The CFO Report4. Start HERE to Land DREAM CLIENTSJoin me at The CFO Accelerator Live in Dallas, TX, May 15-17, 2024. This is our conference that is exclusively for Fractional and Virtual CFOs! Click the link below to secure your ticket: https://www.thecfoacceleratorlive.com ---------------------------------------------------------------------------------------------------------------------------------------- We all deserve a roster full of clients that you are THRILLED to wake up and serve every day!  But I've learned that if you aren't intentional about how you select clients, you might end up with less than ideal clients (we've all had at least one of these, am I...
2022-03-1512 min