029: How to Hire a Fractional CFO (And Is It Worth the Cost?) episode artwork

EPISODE · Jan 29, 2026 · 1H 23M

029: How to Hire a Fractional CFO (And Is It Worth the Cost?)

from Key Concepts Podcast · host Kory Fesliyan

Are you a business owner feeling overwhelmed by spreadsheets, tax codes, and financial planning? We break down exactly how a Fractional CFO can transform a struggling small business into a scalable powerhouse.   From the mechanics of selling a business to the modern complexities of tracking crypto payments, we cover the essential financial pillars every entrepreneur needs to know. We also tackle the "alphabet soup" of financial professionals, explaining the crucial differences between a CPA vs CFO vs Tax Preparer, so you know exactly who to hire for your team.   In this episode, we dive deep into the world of high-level finance with the experts at Accounting Angels.   🔍 We covered everything from:   ✅ The Power of a Fractional CFO: Why you don't need a six-figure full-time executive to get million-dollar financial advice. ✅ Modern Business Tools: How to use Artificial Intelligence (AI) for bookkeeping and the right way to handle non-cash transactions. ✅ Audit Protection: Essential tips for surviving EDD audits, managing offshore resources, and preventing direct deposit fraud. ✅ Tax Truths: Are "tax write-offs" actually worth it? Plus, how to ensure your taxes are filed correctly.   Whether you are a solo contractor or a growing company with offshore teams, this episode provides a masterclass in financial literacy and business longevity.   https://www.linkedin.com/company/accounting-angels/ https://www.accountingangels.com/ https://www.instagram.com/accountingangelssacramento/ https://www.facebook.com/accountingangelssacramento/ E: [email protected] L: 1731 Howe Ave, Sacramento, CA, United States, 95825 PH: 916-470-4155   If you are watching this podcast, I'd really appreciate your support. Please like and subscribe to the channel. It helps motivate me to keep creating more content. Thanks!

Are you a business owner feeling overwhelmed by spreadsheets, tax codes, and financial planning? We break down exactly how a Fractional CFO can transform a struggling small business into a scalable powerhouse.   From the mechanics of selling a business to the modern complexities of tracking crypto payments, we cover the essential financial pillars every entrepreneur needs to know. We also tackle the "alphabet soup" of financial professionals, explaining the crucial differences between a CPA vs CFO vs Tax Preparer, so you know exactly who to hire for your team.   In this episode, we dive deep into the world of high-level finance with the experts at Accounting Angels.   🔍 We covered everything from:   ✅ The Power of a Fractional CFO: Why you don't need a six-figure full-time executive to get million-dollar financial advice. ✅ Modern Business Tools: How to use Artificial Intelligence (AI) for bookkeeping and the right way to handle non-cash transactions. ✅ Audit Protection: Essential tips for surviving EDD audits, managing offshore resources, and preventing direct deposit fraud. ✅ Tax Truths: Are "tax write-offs" actually worth it? Plus, how to ensure your taxes are filed correctly.   Whether you are a solo contractor or a growing company with offshore teams, this episode provides a masterclass in financial literacy and business longevity.   https://www.linkedin.com/company/accounting-angels/ https://www.accountingangels.com/ https://www.instagram.com/accountingangelssacramento/ https://www.facebook.com/accountingangelssacramento/ E: [email protected] L: 1731 Howe Ave, Sacramento, CA, United States, 95825 PH: 916-470-4155   If you are watching this podcast, I'd really appreciate your support. Please like and subscribe to the channel. It helps motivate me to keep creating more content. Thanks!

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029: How to Hire a Fractional CFO (And Is It Worth the Cost?)

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This episode was published on January 29, 2026.

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Are you a business owner feeling overwhelmed by spreadsheets, tax codes, and financial planning? We break down exactly how a Fractional CFO can transform a struggling small business into a scalable powerhouse.   From the mechanics of selling a...

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