S3 Ep 3 - Running a CFO firm in 3 days a week with Luke Templin

Update: 2023-12-04

Description

Today we’re talking with Luke Templin a CFO with a number of different businesses on the go.

Luke runs a CFO firm called A2 advisers, a software product called FinDaily and two newsletters. He also spends most Fridays doing something in the outdoors with friends. Usually golf or fly fishing.

Prior to building his own firm, Luke has grown three CAS/coaching lines into over six figures, including top-100 regional firm.

We cover:

[08:58 ] Is it the outsourced CFO’s role to hold the bookkeeping team accountable?

[12:46 ] Blocking off Fridays to do something outdoors with friends - usually golf!

[14:09 ] The risk of attaching your identity to being a business owner

[14:53 ] Only taking on eight CFO clients at a time

[15:34 ] Anchoring CFO pricing to improvements in net profit

[18:03 ] Charging for an initial assessment or Financial Health Check

[19:31 ] Building a writing habit of 15 minutes per day and data-driven writing

[22:17 ] The pros and cons of scaling the CFO business, the software product or the newsletters

[38:09 ] Capturing ideas for articles using a system like Building a Second Brain

You can connect with him on LinkedIn, Twitter of the A2Advisers website.

This episode of the podcast is brought to you by sponsors

Teamup: Hire top Filipino accountants without ongoing BPO fees.

TaxValet: Sales Tax Done for You

Liveflow: Advanced financial reporting on autopilot

The Lifestyle Accountant Show is a podcast that helps today’s accounting firm leaders build successful businesses while living healthy, happy lives hosted by Meryl Johnston.

For more information or to get in touch with us, head over to our website lifestyleaccountant.co.