ROI Concepts Inc.

Coaching

When I started as a fractional CFO in 2006, there were relatively few people doing the work of a fractional CFO and even less information available on the Internet. I’ve met with scores of individuals who were considering going into the fractional CFO career and wanted to know what it was about – and advice helping them decide whether to do it.
Now here I am after 17 years of being a “full-time” part time CFO wanting to share what I’ve learned to help create a new generation of fractional CFO’s and provide insights for those considering this sort of career.

Step 1

Read the book

Step 2

If you’re still interested but want more advice, I am available for one-on-one coaching. This is individualized just for you – and because of that, I will only work with a maximum of 10 people at a time. I do have worksheets and templates, but they also will be customized to your situation

Coaching Package 1
I want to decide whether this is the right career direction for me
  • * 45 minute zoom call
    * Homework assignments
    * 45 minute follow-up call
    * Emails from you and responses from me
    in between calls
COST

1,200 USD


Request Coaching Package

Coaching Package 2
I want to become a fractional CFO and want to know the best way to start
  • * 45 minute discovery call
    * Homework assignment to include suitability assessment
    * 45 minute calls each of the following 6 months (7 total)
    * Each call will include follow-up action items that will be discussed in the following call
    * Emails from you and responses from me in between calls
COST

3,500 USD


Request Coaching Package

Coaching Package 3
I’ve launched my career as a fractional CFO and it has not gotten off to the start I expected or wanted
  • * 45 minute discovery call
    * Assessment from me on where improvement is needed
    * 45 minute calls every other week for 3 months, followed by monthly calls another 3 months (10 total)
    * Each call will include follow-up action items that will be discussed in the following call
    * Emails from you and responses from me in between calls
COST

6,000 USD

  • Tune-up call – I just want an hour of your time
COST

500 USD


Request Coaching Package

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