513 – Fractional CFO for Small Business with Dan DeGolier
The How of Business - How to start, run, grow and exit a small business.
Henry Lopez, Levante Business Group
4.7 • 522 Ratings
🗓️ 11 March 2024
⏱️ 34 minutes
🧾️ Download transcript
Summary
Fractional CFO – how and when to hire a fractional CFO to help you grow your small business, with guest Dan DeGolier.
Show Notes page: https://www.thehowofbusiness.com/513-dan-degolier-fractional-cfo/
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.
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.
Henry Lopez is the host of The How of Business podcast – helping you start, run and grow your small business. The How of Business is a top-rated podcast for small business and entrepreneurs. Find the best podcast, small business coaching, resources and trusted service partners for small business owners and entrepreneurs at our website https://TheHowOfBusiness.com
Transcript
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| 0:00.0 | Welcome to the How of Business with your host, Henry Lopez, the podcast that helps you start, run and grow your small business. And now here is your host. |
| 0:15.9 | Welcome to this episode of The How of Business. This is Henry Lopez. And my guest today is Dan de Golié. Dan, |
| 0:22.9 | welcome to the show. Thanks for having me, Henry. When should you engage a fractional or outsource |
| 0:30.8 | financial officer or a CFO? What are the services that a fractional CFO can offer your small business. So Dan is with me today to help |
| 0:40.1 | answer those questions, to share some insights and how he helps his clients grow their small |
| 0:45.9 | businesses. So that's what we're going to focus on this call today is CFO outsourced or |
| 0:52.1 | fractional CFO services. And what does that mean and what could be the |
| 0:55.8 | benefit of that? To get more information about the How of Business, including the show notes page for |
| 1:00.6 | this episode and to learn more about my one-on-one and group coaching programs, please visit |
| 1:06.1 | the Howwood Business.com. I also encourage you wherever you're listening to this episode |
| 1:10.1 | to please subscribe |
| 1:11.4 | so you don't miss any new episodes. So Dan de Goliere is a CPA and he's passionate about |
| 1:19.7 | helping entrepreneurs upward, is the word that he uses, upward to help them understand their |
| 1:25.3 | finances and cash flows and obtain the capital that they |
| 1:29.6 | need to grow. Working alongside leaders of companies to help them reach their highest potential |
| 1:35.3 | is the reason he founded Ascent CFO Solutions over 11 years ago. With nearly 30 years of experience, |
| 1:43.4 | he has operated as a CPA with a global |
| 1:45.7 | accounting firm, full-time CFO with multiple private companies, and now as a fractional CFO and |
| 1:51.8 | founder with Ascent. His fractional CFO experience includes partnering with companies in many |
| 1:57.6 | industries, including technology, software as a service, manufacturing, e-commerce, |
| 2:03.6 | professional services, financial services, construction, and real estate. So really across all |
| 2:09.5 | industries. When not working with clients, he's riding his mountain bike, skiing, hiking, and |
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