142 ⎸ Am I Ready for CFO Services? With Charles Leikauf

In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey.

In this episode you’ll hear:

• the ethical considerations of selling financial services to struggling businesses
• the power of leveraging your skills and expertise
• the strategic use of Facebook ads for client acquisition

Resources mentioned in this episode:

• Profit Surge website

Listen to the full audio here ⬇

🎧 Or listen on our website here ➡ ambitiousbookkeeper.com/podcast

Meet Charles

Hi, I'm Charles Leikauf, a Corporate finance guy turned accidental fractional CFO.

I found a way to escape my CFO corporate job. How I did that, was I turned the finance skills I had into a business that has allowed me to have time, location and financial freedom.

When I'm not serving fractional CFO clients I'm helping accountants and bookkeepers just like you do the same to your existing firm.

Outside of that I'm always traveling and spending time with my family & dog, be it at the beach or in the mountains, nature is my happy place.

Find & Follow

Connect with Charles: 

📱 Instagram: @profitsurgegroup

💻 Profit Surge’s 4-Pillar System for getting more high-paying clients

Connect with The Ambitious Bookkeeper®:

🌐 Website: ambitiousbookkeeper.com

👩‍💻 Blog: ambitiousbookkeeper.com/blog

📱 Instagram: instagram.com/ambitiousbookkeeper

📱 Facebook: Facebook.com/serenashoupcpa

💼 LinkedIn: Linkedin.com/in/SerenaShoup

Learn how to start your bookkeeping business (for experienced bookkeepers & accountants): https://www.ambitiousbookkeeper.com/bba

Become a Bookkeeper: https://www.katieferro.com/a/38894/2PQNgtvv (affiliate link)

Grab the FREE Start your Bookkeeping Biz Checklist: https://www.ambitiousbookkeeper.com/checklist

Grab my FREE New Client Onboarding Templates: https://www.ambitiousbookkeeper.com/onboard

Become a Client: ofcoursebookkeeping.com/contact