What is CFO Advisory and Transformative Business Coaching?
CFO Advisory and Transformative Business Coaching help 7+ figure founders gain financial clarity, break through growth plateaus, and build accountable teams. Ideal for businesses earning $5M-$30M, this service empowers owners to scale profitably, align financial strategy with goals, and reclaim time from daily operations. Move from overwhelmed Chief Problem Solver to Strategic Business Leader.
We Go Where Our Vision Is
FutureView CPA Founder and Fractional CFO, Jennifer Todd, CPA weighs in on why slowing down to achieve success seems counterintuitive but it is critical if you want to stay aligned with your vision and keep your energy and action focused on meeting or exceeding your goals.
Why I’ve Added Business & Life Coaching Services to My “Traditional” CPA Firm
TLDR:) Is it weird that a CPA is adding Business and Life Coaching to Her Traditional CPA Services? I am sick of the status quo view of accountants and aim to change people’s view of the capabilities and value a CPA can bring to the table. How can business coaching help me? Learn why I've added business and life coaching to my traditional tax and accounting services. Discover how this holistic approach can help you achieve sustainable growth, work-life balance, and empowered leadership.
Business coaching, life coaching, tax and accounting services, professional services, small business leadership, delegation, work-life balance, sustainable growth, wealth generation
How to Embrace Change in Your Company
No textbook or manual can give you a foolproof formula dictating the precise moment to launch. That wisdom comes from a blend of experience, intuition, and a dash of courage. It's about understanding that while there's no such thing as a perfect launch, there's a right time for every launch. And oftentimes, that time is when you realize that, with the right tools and mindset, you can navigate the impending challenges.
The Return On Investment of Systems-based Strategic Advice
Any strategy development and implementation is an investment. If you’re going to be investing time, money and human capital in a strategy - wouldn’t you want to maximize the return on that investment? A systems-based approach is your best bet.
The Championship Mindset: Leveraging “Special Teams” in Your Professional Service Firm
Winning with Special Teams: How Systems-Based Team Coaching and ProfitWise360 Create a Championship Roster
A systems-based team coaching approach is like having a coaching staff for each of your specialized units. Like a football team has different coaches for offense, defense, and special teams, a systems-based approach uses different coaches to focus on various aspects of your business.
How Systems Affect Team Performance
How Systems Affect Team Performance
Teams are not isolated entities; they operate within larger systems that influence their functionality. If a team has a dysfunctional system, it may struggle with communication, project delivery, or employee morale.
The Magic of Systems
A system can be defined as a set of interconnected components that work together toward a common goal. Systems are everywhere — from the human body to ecosystems, from businesses to governments. But what exactly is a system, and why can’t you escape them in both your business and personal life?