18 | The Virtual CFO Advantage: Elevating Contractor Businesses with Kristen Deese

from Freedom Blueprint for Home Services | HVAC, Plumbing, Electrical, Leadership, Business Growth

"Freedom Blueprint" Podcast Show NotesPodcast Episode Title: The Virtual CFO Advantage: Elevating Contractor Businesses with Kristen DeeseEpisode Number: 18Date: January 22, 2024Duration: 19.34Host: Justin DeeseGuest: Kristen Deese- KristenDeese.com or [email protected] this episode of the Freedom Blueprint Podcast, host Justin Deese interviews his wife Kristen about her role as a virtual CFO for contractors. Kristen specializes in helping contractors who use Service Titan and QuickBooks. She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance. Kristen has seen companies improve their financial understanding and departmentalize their operations, leading to better decision-making and increased profitability. She also emphasizes the importance of clean financials when selling a business. Listeners can connect with Kristen through her website, kristendeese.com.TakeawaysKristen provides virtual CFO services to contractors, specializing in Service Titan to QuickBooks.She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance.Working with a virtual CFO can help contractors improve their financial understanding, departmentalize their operations, and increase profitability.Clean financials are important when selling a business, as they can lead to a higher valuation.Introduction 01:18Kristen's Role in Helping Contractors 03:07Specializing in Service Titan to QuickBooks 04:16Experience with Service Titan 04:46Speaking at Conferences 06:18 The Importance of Financials 07:34Starting the Virtual CFO Service 09:20Overview of Virtual CFO Programs 12:03Apprentice Program 13:18 Journeyman Program 14:03Master Program 15:05 Improvements Seen in Companies 17:13Selling Businesses with Clean Financials 18:12How to Connect with Kristen 19:08Working Directly with Kristen19.23Conclusion

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"Freedom Blueprint" Podcast Show Notes Podcast Episode Title: The Virtual CFO Advantage: Elevating Contractor Businesses with Kristen Deese Episode Number: 18 Date: January 22, 2024 Duration: 19.34 Host: Justin Deese Guest: Kristen Deese- KristenDeese.com or [email protected] Summary In this episode of the Freedom Blueprint Podcast, host Justin Deese interviews his wife Kristen about her role as a virtual CFO for contractors. Kristen specializes in helping contractors who use Service Titan and QuickBooks. She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance. Kristen has seen companies improve their financial understanding and departmentalize their operations, leading to better decision-making and increased profitability. She also emphasizes the importance of clean financials when selling a business. Listeners can connect with Kristen through her website, kristendeese.com. Takeaways Kristen provides virtual CFO services to contractors, specializing in Service Titan to QuickBooks. She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance. Working with a virtual CFO can help contractors improve their financial understanding, departmentalize their operations, and increase profitability. Clean financials are important when selling a business, as they can lead to a higher valuation. Introduction 01:18 Kristen's Role in Helping Contractors 03:07 Specializing in Service Titan to QuickBooks 04:16 Experience with Service Titan 04:46 Speaking at Conferences 06:18 The Importance of Financials 07:34 Starting the Virtual CFO Service 09:20 Overview of Virtual CFO Programs 12:03 Apprentice Program 13:18 Journeyman Program 14:03 Master Program 15:05 Improvements Seen in Companies 17:13 Selling Businesses with Clean Financials 18:12 How to Connect with Kristen 19:08 Working Directly with Kristen19.23 Conclusion

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This episode was published on January 22, 2024.

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