Hey Reader, I'm not a morning person. Like... at all. I need my beauty sleep. And when I wake up, the absolute LAST thing I want to do is exercise. But here's the thing. Our daughter's arriving next week. Which means early mornings are about to become my new reality whether I like it or not. So I've been forcing myself to hit the gym in the mornings. You know, to prepare. And honestly? It's been rough. But I go to this special gym where we all do classes together. Kind of like CrossFit but...
6 days ago • 7 min read
We were on a call with a high-value prospect — more than a prospect, really. A potential partner who could send us dozens of clients. My COO and I were excited. At one point, I asked, “How are things with your controller?” He laughed and said, “He’s a f***ing moron.” The room went quiet. Did we really just hear that? When we wrapped up, I asked my COO what she thought. “I can’t put our team in front of someone who talks that way about his own people,” she said. She was right. If this is how...
13 days ago • 6 min read
It was the most prestigious talk I had ever given. Fifty-five CEOs, all of them doing over $3M in revenue. The community? One of the most elite masterminds, SaaS Academy, founded by the impressive Dan Martell. (If you haven’t read Buy Back Your Time, you absolutely need to.) This talk had to go right. It was my one shot, and I didn’t want to blow it. So I prepared for weeks and weeks with the plan of giving them everything that I had, and more. Teaching Finance & Accounting to 50+ SaaS CEOs...
about 1 month ago • 6 min read
Hey Reader, You know what drives me crazy? When people talk about departmental budgeting like it's all about the spreadsheets. I mean seriously... most finance pros obsess over formulas and formatting while ignoring the actual hard part: Working with people. After building financial processes for dozens of companies, I can tell you this: departmental budgeting fails because of relationship breakdowns, not calculation errors. Your fancy Excel model means nothing if your Marketing Director...
5 months ago • 6 min read
Hey Reader, I’m super excited to share some big news with you today - we’re growing the team here at Your CFO Guy! 🎉 Over the past few years, it’s been incredible watching our community grow to over 400,000 LinkedIn followers and 100,000+ newsletter readers like yourself. All this growth means we need more awesome people to help us continue creating valuable content and supporting our community. We’re Looking for Talented Team Members We have three positions open, and honestly, they have a...
7 months ago • 1 min read
Hey Reader, After my last few emails, I’ve received a lot of great questions about how exactly our community works. I love these questions because they show you’re doing your due diligence - exactly what a great CFO should do. I thought it would be helpful to share everything in one comprehensive breakdown. This way, you’ll have all the information you need to make the right decision before our founding member deadline on Thursday. Let me walk you through everything, question by question. Who...
11 months ago • 3 min read
Hey Reader, Well, here we are - the final lesson of our journey together. Over the past week, we've covered everything from landing your first clients to building your team. We've talked about pricing strategies that actually work and how to delegate without losing control. But you know what? I've saved what might be the most important lesson for last. See, over these past 5½ years of running my firm, I've noticed something interesting. Most firm owners focus all their energy on getting...
11 months ago • 3 min read
Hey Reader, "If you want something done right, do it yourself." We've all heard that saying. And you know what? It's completely wrong. The only way you're going to scale your firm (and actually enjoy running it) is by constantly delegating work that either: You don't want to be doing Doesn't directly bring in money But here's the hard truth I had to learn: you can't just snap your fingers and delegate your work to someone else. Poor delegation leads to confusion and poor quality work. And...
11 months ago • 3 min read
Hey Reader, (Just joining us? Catch up on Lesson 1 & Lesson 2, Lesson 3) Want to know the fastest way to kill a successful CFO practice? Price it wrong. I learned this lesson the hard way, and today I'm going to save you from making the same expensive mistakes I did. How to Price Your CFO Services Watch the Full Tutorial on How To Price Your Services When I first started, I did what almost everyone does - I charged by the hour. I mean, it makes sense, right? Work an hour, get paid for an...
11 months ago • 4 min read
Hey Reader, (Missed the previous lessons? Catch up here: Lesson 1 & Lesson 2) You know that awful feeling when you're on a sales call, pitching your services, and you can literally see the prospect shaking their head? Yeah... we've all been there. I used to think success in sales was about convincing people how amazing my firm was. "You'll love working with us!" I'd say. "We'll do an incredible job!" But here's the thing - no matter how enthusiastic I was, some prospects just weren't buying...
11 months ago • 3 min read