142 | Am I Ready for CFO Services? With Charles Leikauf

The Ambitious Bookkeeper Podcast

In this interview episode, I’m chatting with Charles Leikauf, founder of Profit Surge Group, to unravel the intricacies of offering fractional CFO services within the accounting industry. Get ready to gain insights into mastering the art of offering CFO services, the importance of passion and confidence, and the real-world experiences that have shaped Charles' journey.

In this episode you’ll hear:

• the ethical considerations of selling financial services to struggling businesses
• the power of leveraging your skills and expertise
• the strategic use of Facebook ads for client acquisition

Resources mentioned in this episode:

• Profit Surge website

Meet Charles
Hi, I'm Charles Leikauf, a Corporate finance guy turned accidental fractional CFO.
I found a way to escape my CFO corporate job. How I did that, was I turned the finance skills I had into a business that has allowed me to have time, location and financial freedom.
When I'm not serving fractional CFO clients I'm helping accountants and bookkeepers just like you do the same to your existing firm.
Outside of that I'm always traveling and spending time with my family & dog, be it at the beach or in the mountains, nature is my happy place.
Connect with Charles
📱 IG: @profitsurgegroup
💻 Profit Surge’s 4-Pillar System for getting more high-paying clients
Thanks for listening. If this episode inspired you in some way, take a screenshot of you listening on your device and post it to your Instagram stories and tag me, @ambitiousbookkeeper

For more information about the Ambitious Bookkeeper Podcast or interest in our programs or mentoring visit our resources below:

• Visit our website: ambitiousbookkeeper.com
• Follow the Blog: ambitiousbookkeeper.com/blog
• Connect on Instagram: instagram.com/ambitiousbookkeeper
• Connect on LinkedIn: Linkedin.com/in/SerenaShoup
• Connect on Facebook: Facebook.com/serenashoupcpa

Thank you for your support of our show. If you haven’t left a review yet it’s super simple. Please go to: https://www.ambitiousbookkeeper.com/podcast and leave your review.

Podcast Publishing Tools we use:

• Podcast Editing: Sabr Media LLC
• Descript (affiliate link)
• Buzzsprout (affiliate link)

Chapters

1. Introduction (00:01:13)

2. Charles' Journey (00:02:20)

3. How The Business is Structured (00:07:14)

4. How to Gain Confidence When You Start (00:13:55)

5. How to Get Clients (00:19:34)

6. How Charles Gets Paid (00:26:50)

7. The Value of a Financial Professional (00:28:28)

8. Where to Connect with Charles (00:33:34)