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125 ⎸ Borrowed Confidence with David Richter

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Manage episode 385114646 series 3357763
Contenu fourni par Serena Shoup, CPA, Serena Shoup, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Serena Shoup, CPA, Serena Shoup, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a Text Message.

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this episode you’ll hear:

  • 3 things to address with clients in a simple way
  • How to get in front of your ideal clients
  • Tips for ‘Selling’

Resources mentioned in this episode:

About our guest:
David is the owner of Simple CFO, a fractional CFO firm, and the author of Profit First for Real Estate Investing. He's been a part of over 850 real estate deals, and through his company he has helped over 200 businesses gain financial peace and freedom.
Connect with David:
Join Simple CFO: simplecfo.com/join
Follow on FB: facebook.com/david.richter.395
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: h

Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE

Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

  1. Review the podcast on Apple >
  2. Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
  3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
  continue reading

Chapitres

1. 125 ⎸ Borrowed Confidence with David Richter (00:00:00)

2. Introduction (00:03:44)

3. Speaking in Client's Language (00:08:28)

4. How David got into Accounting (00:14:29)

5. Finding the Clients You Want to Work With (00:20:04)

6. Getting Confidence in Speaking to Groups (00:31:34)

7. Building a Sales Culture (00:42:34)

8. Fractional CFO's (00:55:24)

9. Advice for Firm Owners (00:58:21)

172 episodes

Artwork
iconPartager
 
Manage episode 385114646 series 3357763
Contenu fourni par Serena Shoup, CPA, Serena Shoup, and CPA. Tout le contenu du podcast, y compris les épisodes, les graphiques et les descriptions de podcast, est téléchargé et fourni directement par Serena Shoup, CPA, Serena Shoup, and CPA ou son partenaire de plateforme de podcast. Si vous pensez que quelqu'un utilise votre œuvre protégée sans votre autorisation, vous pouvez suivre le processus décrit ici https://fr.player.fm/legal.

Send us a Text Message.

In this interview episode, I chat with David Richter - owner of Simple CFO, a fractional CFO firm, and author of Profit First for Real Estate Investing. We talk about profit-first, offering CFO services, and creating a business you love.

In this episode you’ll hear:

  • 3 things to address with clients in a simple way
  • How to get in front of your ideal clients
  • Tips for ‘Selling’

Resources mentioned in this episode:

About our guest:
David is the owner of Simple CFO, a fractional CFO firm, and the author of Profit First for Real Estate Investing. He's been a part of over 850 real estate deals, and through his company he has helped over 200 businesses gain financial peace and freedom.
Connect with David:
Join Simple CFO: simplecfo.com/join
Follow on FB: facebook.com/david.richter.395
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:
Visit our website: ambitiousbookkeeper.com
Follow the Blog: ambitiousbookkeeper.com/blog
Connect on Instagram: instagram.com/ambitiousbookkeeper
Connect on LinkedIn: Linkedin.com/in/SerenaShoup
Connect on Facebook: Facebook.com/serenashoupcpa
Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: h

Register for the FREE POWER To Breakthrough Bootcamp! https://workflowqueen.com/ambitious
August 21 - 25
Daily Sessions: 12 PM Eastern
Daily Q&As: 5 PM Eastern
FOR BOOKKEEPERS & ACCOUNTANTS WHO WANT TO SCALE BIGGER, HIRE BETTER AND BREAK THROUGH TO THE NEXT LEVEL IN THIS FREE LIVE BOOTCAMP!
Dubsado Decoded Summer Sale (20% off) CLICK HERE

Wanna win a ticket to XeroCon August 14-15? *travel & accommodations not included
To enter:

  1. Review the podcast on Apple >
  2. Screenshot your review & email it to support@ambitiousbookkeeper.com by 11:59 PM Pacific August 1, 2024
  3. Tune in to YouTube LIVE 9am Pacific Aug 2 to see who won!
  continue reading

Chapitres

1. 125 ⎸ Borrowed Confidence with David Richter (00:00:00)

2. Introduction (00:03:44)

3. Speaking in Client's Language (00:08:28)

4. How David got into Accounting (00:14:29)

5. Finding the Clients You Want to Work With (00:20:04)

6. Getting Confidence in Speaking to Groups (00:31:34)

7. Building a Sales Culture (00:42:34)

8. Fractional CFO's (00:55:24)

9. Advice for Firm Owners (00:58:21)

172 episodes

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