How to Tell If You're Qualified to Offer CFO Advisory Services

Have you ever felt like an imposter calling yourself a CFO? You’re not alone. When I first introduced myself as a CFO for small businesses, I cringed. I didn’t have a high-level finance background, and I had never even met the CFO of my company. But over time, I realized something—being a CFO isn’t about the title; it’s about the results. Small business owners don’t care about fancy credentials; they care about someone who can help them increase their profit and cash flow. In this video, I break down what it really means to be a CFO for small businesses and how you can position yourself to be the financial guide business owners need.

00:00-01:00 - Intro
01:01-03:07 - You Get to Define Yourself
03:08-07:10 - The Qualifications You Need
07:11-07:43 - Learn More

At The CFO Project, we help financial professionals like you master the skills that truly matter—guiding business owners to generate consistent positive cash flow and grow their businesses. If you’re ready to stop doubting yourself and start making an impact, check out our free trainings and resources at TheCFOProject.com. And if you want hands-on mentorship, explore our Done-With-You program. Hit subscribe and turn on notifications so you don’t miss future videos, and let’s help more businesses succeed together!

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