Customizing CFO/Advisory Services for Each Client w/ Dave Willson

Описание: In this episode of the podcast, host Roger Knecht engages in a dynamic conversation with Dave Willson, Founder and CFO at ProvenCFO. Together, they dive deep into the many paths professionals take on the way to learning the language of business, proven strategies for providing quality CFO/advisory services and the importance of social responsibility for entrepreneurs.

Highlights:
Roger and Dave walk back through Dave’s journey into the world of accounting and eventually entrepreneurship. Dave always had an interest in the “language of business”, despite failing an accounting exam in school due to a difficult teacher.
Dave discusses immigrating to America and completing his bachelor’s in accounting. While he had an offer on the table to join Deloitte, he elected to work with his brother in banking.
Dave explains how he and his brother eventually started an accounting business, and the value Dave saw in providing advisory services at the firm after his experiences working in banking, real estate and other industries.
The origin of ProvenCFO is covered and Dave explains the challenges the company has navigated as it has grown, including during COVID.
Roger and Dave dive into the role an advisor should play in giving practical recommendations to business owners – when to hire an employee, how to manage cash flow, whether or not to offer benefits and more.
They highlight the massive opportunities that come with offering advisory services in terms of pricing. Dave notes that his company sometimes charges a cleanup or set up fee when working with companies that need bookkeeping help before advancing to the growth stage.
Dave explains the value ProvenCFO has found in working with a broad range of clients in terms of industry and stage of business. The company has had a lot of success working with startups and creating financial models for companies with seed money.
Roger learns about Dave’s childhood in South Africa and how carrying forward the culture of camaraderie present there has been a guiding principle for him as an entrepreneur.
They discuss the value of empathizing with employees and feeling responsible for their well being, as well as the power of creating a company that employees enjoy participating in.


Sponsors:
Universal Accounting Center
Helping accounting professionals confidently and competently offer quality accounting services to get paid what they are worth.

Offers:
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“in the BLACK, Nine Principles to Make Your Business Profitable” – e-book


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