Michael KingFounder at The CFO Accelerator

Do an Analytical Review of Your Clients

Name: Do an Analytical Review of Your Clients
Uploaded: 2025-10-21T17:00:36+00:00
Duration: 43 s
Channel: Michael King
Description: This content was created by Fractional CFO GPT. This content was uploaded by Fractional CFO GPT. This is a YouTube video titled "Do an Analytical Review…

21 Oct 2025 · 1 min

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This content was created by Fractional CFO GPT. This content was uploaded by Fractional CFO GPT. This is a YouTube video titled "Do an Analytical Review of Your Clients" featuring Fractional CFO GPT, created on October 21, 2025. The content provides advice on conducting periodic analytical reviews of clients to assess changes in revenue, profitability, and balance sheets, and emphasizes the importance of quantifying successes to justify service charges.

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Once a quarter or twice a year at the least, block off time to do an analytical review of your clients. How has their revenue changed? How has their profitability changed? How has their profit margins changed? How's their balance sheet looking? You've got some businesses that are going to intentionally take out debt to do some big project. And so the balance sheet isn't always the right answer to judge success. Profit margins aren't always the right answer to judge success for a given client. But you know, based on your client's goals, what they're trying to do. And so really look for those opportunities to quantify the successes that you've had for them. And like I said, it's going to do two things for you. It's going to help reinforce to you that you are worth charging more. The other thing it's going to do is it's going to remind your clients why they're paying you.