Welcome back to the Gross Profit Podcast! In this episode, James Kennedy sits down with Chris Mosa, Chief Strategy Officer at Graphite Finance, to discuss what it takes to build, scale, and successfully exit a fractional CFO business.
Chris shares his journey from professional services to joining Graphite’s leadership and breaks down the key strategies that have made Graphite one of the leading outsourced finance firms for startups.
What You’ll Learn:
🔹 How to Scale a CFO Firm – The operational playbook for growing and managing a high-performing financial services team.
🔹 Pricing Models That Work – The best pricing strategies for CFO services that drive profitability and client retention.
🔹 Building a Sellable Business – What makes a fractional CFO firm attractive to buyers and positioned for a successful exit.
🔹 Financial Forecasting for Growth – How accurate projections and data-driven decisions help firms scale efficiently.
🔹 The Importance of Client Relationships – The key to long-term success in outsourced finance services.
Episode Highlights:
💬 “The most successful finance firms aren’t just service providers—they’re strategic partners that drive real business value.” – Chris Mosa
💬 “Your pricing model can make or break your business. Finding the right structure is crucial for long-term success.”
💬 “If you build a business that runs without you, you’ve built a business that someone will want to buy.”
At Graphite Finance, Chris and his team provide fractional CFO, accounting, and tax services to hundreds of startups. Their one-stop-shop model has helped companies scale from seed to exit, while maintaining clean books, financial clarity, and compliance.
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