EPISODE · Jul 6, 2026 · 14 MIN
10 Questions Every CEO Should Ask Before Hiring a Virtual CFO
from Say Yes To Profits Podcast · host Dr. Octavia Conner
Thinking about hiring a virtual CFO? Before you sign anything, I want to share the 10 questions every consulting firm CEO should ask before bringing a virtual CFO into their business. In this episode, I break down what to look for, the common mistakes I see CEOs make during the hiring process, and why many are asking the wrong questions from the start. If you're considering hiring a virtual CFO or want to make sure you're making the right decision for your firm's financial future, this episode will help you approach the process with greater clarity and confidence. 👇🏾 JOIN THE UPCOMING SAY YES TO PROFITS MASTERCLASS https://Cashflow.SayYesToProfits.com 👇🏾 TAKE THE PROFIT LEAK DIAGNOSTIC https://diagnostic.sayyestoprofits.com 💖Thanks for tuning in to the SYTP Podcast💖 ©Say Yes To Profits. All rights reserved. ABOUT OCTAVIA I am Dr. Octavia Conner, CEO of Say Yes To Profits, a Virtual CFO firm that helps established consulting and professional service firms turn seven-figure revenue into financial clarity, cash flow confidence, and profits they can see, retain, and multiply through our Say Yes To Profits Framework. 👇🏾CONNECT ON SOCIAL MEDIA: Instagram - LINK Listen on Podbean Listen on Apple Podcast Listen on iHeart Listen on Spotify Listen on Pandora Watch on YouTube DISCLAIMER: This episode should be used for informational purposes only. Speak with your accountant before using any strategies provided. Say Yes To Profits, nor Dr. Octavia Conner, can not be handled responsibly. By watching or listening to this episode, you are agreeing to use these strategies at your own risk. AFFILIATE LINKS 👇🏾 Try Monarch Money for Personal Finances (You receive a 50% discount) https://monarch.com/referral/iawooayhof?r_source=copy Try Gusto for payroll and receive a $100 Visa Gift Card https://gusto.com/r/octavia127 Try StreamYard for YouTube streaming and receive a $10 credit https://streamyard.com/pal/d/4550828167004160 PS—These are affiliate links. We both will receive benefits if you sign up for their services. You are signing up at your own risk.
What this episode covers
Thinking about hiring a virtual CFO?Before you sign anything, I want to share the 10 questions every consulting firm CEO should ask before bringing a virtual CFO into their business. In this episode, I break down what to look for, the common mistakes I see CEOs make during the hiring process, and why many are asking the wrong questions from the start.If you're considering hiring a virtual CFO or want to make sure you're making the right decision for your firm's financial future, this episode will help you approach the process with greater clarity and confidence. 👇🏾 JOIN THE UPCOMING SAY YES TO PROFITS MASTERCLASShttps://Cashflow.SayYesToProfits.com 👇🏾 TAKE THE PROFIT LEAK DIAGNOSTIChttps://diagnostic.sayyestoprofits.com 💖Thanks for tuning in to the SYTP Podcast💖©Say Yes To Profits. All rights reserved. ABOUT OCTAVIAI am Dr. Octavia Conner, CEO of Say Yes To Profits, a Virtual CFO firm that helps established consulting and professional service firms turn seven-figure revenue into financial clarity, cash flow confidence, and profits they can see, retain, and multiply through our Say Yes To Profits Framework. 👇🏾CONNECT ON SOCIAL MEDIA: Instagram - LINK Listen on Podbean Listen on Apple Podcast Listen on iHeart Listen on Spotify Listen on Pandora Watch on YouTube DISCLAIMER:This episode should be used for informational purposes only. Speak with your accountant before using any strategies provided. Say Yes To Profits, nor Dr. Octavia Conner, can not be handled responsibly. By watching or listening to this episode, you are agreeing to use these strategies at your own risk. AFFILIATE LINKS 👇🏾 Try Monarch Money for Personal Finances (You receive a 50% discount) https://monarch.com/referral/iawooayhof?r_source=copy Try Gusto for payroll and receive a $100 Visa Gift Cardhttps://gusto.com/r/octavia127 Try StreamYard for YouTube streaming and receive a $10 credithttps://streamyard.com/pal/d/4550828167004160 PS—These are affiliate links. We both will receive benefits if you sign up for their services. You are signing up at your own risk.
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10 Questions Every CEO Should Ask Before Hiring a Virtual CFO
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