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What is personal cfo?
An objective, third party advisor who helps entrepreneurs grow net profit, net worth and quality of life.
They are typically paid a fee based on the value they provide by helping their entrepreneur clients to grow their business, protect their assets and save on taxes.
They also typically collaborate with other financial specialists such as investment advisors, insurance agents, business brokers, lawyers, accountants and business consultants that can help their clients integrate and implement various strategies.
My personal cfo saved me $64k in taxes last year that my CPA missed.
My personal cfo helped me grow net profit by $247k this year since last year.
I look at my personal cfo as my "financial guy" that helps me tie together everything, kinda like a quarterback so I can go back to creating and doing what I love.
personal cfo - video
