Apple PodcastsSpotifyAmazon MusicYouTubePandora

Fractional CFO for Small Business.

How and when to hire a fractional CFO to help you grow your small business, with guest Dan DeGolier. 

Fractional CFO for Small Business with Dan DeGolier.

When and why should you engage a Fractional or Outsourced Chief Financial Officer (CFO)? What are the services a fractional CFO can offer your small business?

Dan answers those questions and shares how he helps his clients grow their small businesses.

Dan DeGolier, a CPA, is passionate about helping entrepreneurs “upward” to help them understand their finances and cash flows, and obtain the capital needed to grow. Working alongside leaders of companies to help them reach their highest potential is the reason he founded Ascent CFO Solutions over 11 years ago.

With nearly 30 years of experience, he has operated as a CPA with a global accounting firm, full-time CFO with multiple private companies and now as a Fractional CFO and Founder. His Fractional CFO experience includes partnering with companies in many industries including Technology & SaaS, manufacturing, e-commerce, professional services, financial services, construction, and real estate.

When not working with clients, he is riding his mountain bike, skiing, hiking, and spending time with his wife and three kids.

Dan lives in Boulder, Colorado.

Fractional CFO for Small Business:

  • What is a Fractional or Outsourced CFO?
  • What are the typical services offered by an outsourced or fractional CFO firm?
  • What are the pros and cons compared to hiring a CFO?
  • Can’t I get the same services from my CPA?
  • When should a small business owner consider engaging a fractional CFO?
  • Please introduce how you are utilizing data visualization to better help their clients understand cash flow, operations, and forecasting.
  • Why are cash flow forecasts so important for small business owners?
  • What are your guidelines for working capital? How do I determine how much I need?
  • How much will a fractional CFO cost me?
  • What are some tips for helping me find the right outsourced CFO for my small business?

A fractional Chief Financial Officer (CFO) offers small businesses the expertise of a seasoned financial executive without the commitment to a full-time salary, providing cost-effective access to strategic financial planning, system optimizations, and risk management. An outsourced or fractional CFO can support your small business in making informed decisions for growth, improving financial processes, and navigating fundraising efforts. By bringing in unbiased, high-level insights on a part-time or contract basis, a fractional CFO can help small businesses manage complexity, navigate financial crises, and achieve a solid financial foundation, making it an ideal solution for small businesses seeking to enhance their financial strategy without the overhead of a full-time executive position.

Episode Host: Henry Lopez is a serial entrepreneur, small business coach, and the host of this episode of The How of Business podcast show – dedicated to helping you start, run and grow your small business.


Books mentioned in this episode:
[We receive commissions for purchases made through these links (more info)].

Other Podcast Episodes:

Business Financials Episodes

You can find other episodes of The How of Business podcast, the best small business podcast, on our Archives page.

Leave a Reply

Your email address will not be published. Required fields are marked *