Financial Advisors Want To Know Podcast
Welcome to the Financial Advisors Want to Know Podcast Hosted by Catherine Tindall, CPA.
Each short episode is a targeted topic for advisors looking to scale intelligently, save taxes, and build their practice to 7-8 figures the right way the first time. Join Catherine and the experts she brings on as you grow and scale your practice.
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Financial Advisors Want To Know Podcast
Ep 107: When Does Your Firm Need a Fractional CFO?
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Financial Advisors Want to Know Podcast: When Does Your Firm Need a Fractional CFO? | Ep. 107 with Max Holvik
Welcome to the Financial Advisors Want to Know Podcast, I’m Catherine Tindall, a CPA with Dominion where our focus is helping financial advisors navigate income tax planning and compliance for their firms.
In this episode of Financial Advisors Want to Know, I sat down with Max Holvik to discuss why financial reporting is about much more than bookkeeping. We talked about the financial metrics every firm owner should understand, how advisors can use their numbers to make better strategic decisions, and why having clean financials is essential for everything from hiring and pricing to acquisitions and long-term growth.
We also explored common financial blind spots, client profitability, forecasting, and how a fractional CFO helps firms move beyond simply recording history to planning for the future.
Key Takeaways:
Good financials help you make better decisions. Financial reporting isn't just for taxes—it provides the visibility needed to make informed decisions about hiring, growth, pricing, and profitability.
Know what it costs to serve your clients. Understanding client profitability helps advisors allocate resources more effectively and identify opportunities to improve pricing or service models.
Revenue growth doesn't always equal business growth. Organic growth, operating margins, and profitability often tell a more complete story than revenue alone.
Separate bookkeeping from strategy. Accurate books are the foundation, but financial planning and forecasting are what help firms achieve long-term business goals.
Your financials should support your future. The best firms don't just review historical numbers—they use financial data to build a roadmap for where they want the business to go.
Connect with Max:
https://www.linkedin.com/in/holvik/
https://theadvisorscfo.com/
Connect with Catherine:
https://www.linkedin.com/in/ctindallcpa/
Sign-up for our newsletter:
https://dominion-enterprise-services.kit.com/9944b047d9
Contact Catherine's Team:
admin@dominiones.com
Looking for a more holistic relationship with your taxes? Book 15 minutes to have a coffee chat with Catherine to see if you could be doing more: https://calendly.com/ctindall/podcast-getting-to-know-you
Sign-up for our newsletter for the only tax update you’ll need to read and future episodes here and how to get in touch with Catherine: https://dominion-enterprise-services.ck.page/9944b047d9
Visit us at DominionEs.com
Connect with Catherine on LinkedIn
