Fractional CFO Careers
At Olive Business Partners, our mission is to help more businesses to thrive by connecting business owners with strategic financial expertise at every stage of growth.
To do that, we want to support the professionals delivering that expertise.
Here, you'll find resources to help you establish and grow your Fractional CFO services including upcoming webinars, a guide to landing your first clients, one-to-one coaching sessions to help you transition, and a recommended toolkit to streamline your set up.
If you're interested in working with us at Olive Business Partners, there's also a section below where you can submit your CV to be considered for future opportunities.
Webinar: The Rise of the Fractional CFO
The demand for Fractional CFOs is growing. More businesses want strategic financial leadership, and more finance professionals are rethinking how they work.
But making the move isn’t always clear. Should you launch your own Fractional CFO practice or join a firm? What skills do you really need? And what’s it like to step into the role?
Webinar coming soon. Join our database to be first to know.
A Guide for Fractional CFOs: How to Land Your First Client
Drawing from firsthand experience building Olive Business Partners, this guide provides practical strategies for finance professionals transitioning into Fractional CFO roles.
You'll learn how to define your service packages and pricing, leverage your existing network, build visibility online, network effectively, track leads and simplify client engagement.
These strategies have helped Olive Business Partners to consistently add new clients every month.
Designed to help you quickly and confidently land your first clients, this guide helps to fast-track your success as a Fractional CFO.
This is a downloadable resource which will be accessible immediately after payment.
Drawing from Sarah Petty’s firsthand experience building Olive Business Partners, this guide provides practical strategies for finance professionals transitioning into Virtual CFO roles.
You'll learn how to define service packages and pricing, leverage your existing network, build visibility online, network effectively, track leads and simplify client onboarding.
These strategies enabled Olive Business Partners to go from zero to five clients within five months of launching the business.
Designed to help you quickly and confidently land your first Virtual CFO clients, this guide fast-tracks your success.
In a tailored one-to-one coaching session, we can cover topics such as:
Planning Your Transition Out of Corporate: Guidance to confidently leave corporate and launch your own successful Fractional CFO career.
Defining and Packaging Your Services: Clearly articulate your value, simplify your offering, and price your services effectively.
Winning Your First Clients: Proven strategies for networking, marketing, and sales to attract ideal clients quickly and confidently.
Setting Up Business Systems: Guidance on the tools and processes you'll need to operate efficiently, manage client relationships, streamline workflows, and scale your new business.
Sarah has coached and mentored over 100 professionals and business owners throughout her career, helping them successfully reach their career goals.
Sarah has coached and mentored over 100 professionals and business owners throughout her career, helping them successfully reach their career goals, including several clients who have transitioned into Fractional CFO careers.
Spots are currently full, but please join our mailing list for updates on new coaching opportunities.
One-to-One Coaching: Transition to Fractional CFO
Your Fractional CFO Toolkit
Here are the essential tools, systems and vendors we personally use at Olive Business Partners to run our firm.
Click the affiliate links for more info and some discounted offers.
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BizCover is an online platform that allows small businesses to compare and purchase insurance from multiple providers quickly and easily.
We have used BizCover for all of our insurance needs.
New customers get a free $25 Gift Card.
Click HERE
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Calendly is an online scheduling tool that simplifies appointment bookings by integrating with your calendar to automatically display your availability.
We use Calendly to reduce back-and-forth communication and provide a seamless scheduling experience for clients.
Click HERE
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ClickUp is a cloud-based productivity platform designed to help businesses and teams manage tasks, projects, and workflows in one place.
We use Clickup to manage everything from client projects to tracking marketing activity to team management.
Get 10% off your subscription.
Click HERE
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Fathom is a cloud-based financial reporting and analysis platform.
We use Fathom to create financial dashboards and management reports for our clients, which integrates seamlessly with most accounting software.
Click HERE
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Fireflies AI is an AI-powered meeting assistant that records, transcribes, and summarises conversations to streamline note-taking and improve productivity.
We use Fireflies for discovery calls and client calls to keep track of the conversation and summarise actions.
Get 10% OFF on all plans
Click HERE
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Ignition is a client engagement platform that streamlines proposals, billing, and payments for professional services firms.
We use Ignition for sending client proposals, e-signatures and automated billing.
Get 50% off your subscription for 3 months.
Click HERE
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Syft Analytics is a cloud-based reporting and analytics tool that integrates with most accounting software.
We use Syft to build management reports, forecasts and financial dashboards for our clients.
Click HERE
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Xero is a cloud-based accounting software designed to help businesses easily manage their finances, invoicing, payroll, and reporting from anywhere.
We use Xero as our accounting software and so do most of our clients.
Get 90% off for 6 months.
Click HERE