November 9, 2023

The Fractional CFO Roadmap

On this episode of the Gross Profit Podcast, James Kennedy sits down with Chris Ortega, the CEO of Fresh FP&A and a trailblazer in the Fractional CFO sphere. In this episode they delve into the transformative journey of the fractional CFO model and the strategic vistas it opens for businesses of all sizes.
Gross Profit Podcast
The Gross Profit Podcast
The Fractional CFO Roadmap
Loading
/

Show Notes

Join us on the Gross Profit Podcast as host James Kennedy, CEO and co-founder of ProcurementExpress.com, engages in a riveting dialogue with Chris Ortega, the CEO of Fresh FP&A and a trailblazer in the Fractional CFO sphere. In this episode titled “The Fractional CFO Roadmap,” we delve into the transformative journey of the fractional CFO model and the strategic vistas it opens for businesses of all sizes.

Chris Ortega, a venerated Finance Influencer and Entrepreneur, shares his profound insights and frontline experiences, charting the evolution of the fractional CFO role. He discusses its burgeoning significance in the finance industry and the pivotal trends poised to redefine this space in the coming years.

Listeners will garner wisdom on the indispensable qualities that constitute a stellar fractional CFO and how these professionals can spearhead financial strategy to steer companies towards stability and growth.

What You’ll Learn:

  • The Past, Present, and Future of the Fractional CFO Model: An exploration of the model’s trajectory and its prospective advancements.
  • Essential Qualities for Success: A deep dive into the soft skills and attributes that complement financial acumen in a fractional CFO.
  • Strategies for Overcoming Business Hurdles: Practical insights into how fractional CFOs can resolve cash flow and strategic planning challenges.
  • Client Success Stories: Real-world cases where Chris’s expertise as a fractional CFO has catalyzed business success.
  • The Journey to Becoming a Fractional CFO: Guidance for professionals aspiring to this career path, including the advantages and potential drawbacks.

Episode Highlights:

  • “Chris, how has the landscape for fractional CFOs transformed during your tenure, and what shifts do you anticipate in the near future?”
  • “Beyond number-crunching, what soft skills do you find invaluable in your role as a fractional CFO?”
  • “Could you walk us through a case where your fractional CFO services significantly impacted a client’s business?”
  • “Which types of companies do you think reap the most benefits from fractional CFO services, and are there any for whom this model might not be suitable?”
  • “For those intrigued by the fractional CFO career, what pathways and considerations should they be aware of?”

Chris Ortega’s visionary leadership in finance is not just about managing numbers but fostering growth and achieving greatness. His company, Fresh FP&A, exemplifies this philosophy by offering advisory services that transform and scale finance organizations.

Tune in to “The Fractional CFO Roadmap” for an insightful journey through financial strategy and leadership with a seasoned expert. Discover how fractional CFO services can be a game-changer for your business.

Connect with Chris and learn how he can help your business at www.freshfpa.com.

This podcast is tagged under:

The Gross Profit Podcast

More Episodes

Merushka Chetty

Hillel Steiner – This Israeli CFO Secret Could Double Your Profits

This week James sits down with Hillel Steiner, founder of ProfitUp Financials and a fractional CFO based in Israel, to discuss the surprising advantages of working with international finance talent. Together, they dive into the differences between U.S. and Israeli business cultures, what founders often get wrong about funding, and how having a strong financial strategy can be the difference between staying stuck and scaling up.
Hillel also walks through a real-life case study of a BI company stuck in a high-revenue, low-profit cycle – and how he helped them transform by refocusing their service model and aligning their team more efficiently.
Stick around to the end for a massive bonus offer from Hillel that’s perfect for growing service-based companies.

Listen Now »
Merushka Chetty

Patrick Arnold – 7M Sales, Zero Profit: The Fix 

This week James sits down with Patrick Arnold, Director of Client Advisory Services at Elliott Davis, to explore the power of Client Advisory Services (CAS) and its game-changing impact on business profitability. Patrick shares an engaging case study of how he helped a golf cart business in South Carolina go from stagnant growth to seven-figure annual distributions – all by optimizing inventory, restructuring financial processes, and leveraging technology for smarter decision-making.
They also dive into the role of CAS in modern accounting, the evolution of public accounting firms to include more strategic, forward-thinking advisory, and how business owners can unlock hidden cash flow by better managing working capital.

Listen Now »
Merushka Chetty

Chris May – Fake CFOs Exposed: How to Spot the Difference

This week James sits down with Chris May, founder and CEO of Quadrant Advisory, to explore what separates real CFO strategy from everyday accounting. From turning around a $50M political consulting firm to navigating tricky incumbent finance teams, Chris shares practical advice for business leaders and fractional CFOs alike.
Together, they unpack key finance tools like sensitivity analysis, working capital management, and how to tell whether your books are just “done” – or actually useful. Chris also walks us through his own acquisition of a bookkeeping SaaS and what it taught him about keeping services laser-focused.

Listen Now »