2023 CFO Tech Stack (Must Have Tech for fractional / virtual CFOs)

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  • Опубліковано 24 вер 2024

КОМЕНТАРІ • 13

  • @onbeingcatholicwhatsitalla9273
    @onbeingcatholicwhatsitalla9273 2 роки тому +1

    Liscio is a great tool for secure document management and messaging with my clients. All my clients use it regularly.

  • @josephinebardot8403
    @josephinebardot8403 Рік тому +1

    Excellent video!
    Thank you very much for your hard work.

  • @cultivaraccounting6261
    @cultivaraccounting6261 2 роки тому +1

    Thank you for this epic share!

  • @leilazhang7683
    @leilazhang7683 2 роки тому +1

    Thank you! Very helpful ☺️👍

    • @TheCFOreport
      @TheCFOreport  2 роки тому

      You're very welcome Leila!

    • @TheCFOreport
      @TheCFOreport  2 роки тому +2

      If you found this helpful, you might also enjoy my weekly newsletter The 5 Minute Fractional CFO. Every week, I deliver 1 actionable tip to help you start, scale, or optimize your advisory services. Join 350+ others financial pros at www.theconnectedaccountant.com/blog

  • @edburgstrauss8130
    @edburgstrauss8130 Рік тому +1

    Do you find Google Sheets to be a fair replacement for Excel?
    Previously I've found Excel to have more functionality and ease of use with Financial Models and high data processing. So haven’t converted to GSheets for all spreadsheet work.

    • @TheCFOreport
      @TheCFOreport  Рік тому +2

      Depends on the use case. For basic and even some intermediate things, yes. For more advanced things, no.
      So the question becomes - what does a fractional CFO need?
      Depends on who you’re serving.
      The vast majority of small/medium businesses don’t require full on excel because the math needed to serve them just isn’t that complex.

    • @edburgstrauss8130
      @edburgstrauss8130 Рік тому +1

      @@TheCFOreport thanks for the feedback!