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The Ambitious Bookkeeper Podcast - 33 ⎸ Shifting into Becoming a Virtual CFO with Aimee LaLiberte

33 ⎸ Shifting into Becoming a Virtual CFO with Aimee LaLiberte

01/26/22 • 48 min

The Ambitious Bookkeeper Podcast

Send us a text

This week I'm chatting with Aimee LaLiberte, the owner of My Virtual CFO. Aimee is a trusted profitability advisor to six and seven-figure business owners who are tired of

being behind in their books and are ready to uncover blind spots,

course correct, and ultimately get more profitable.

Aimee also is a certified life and money coach and works with

business owners who seek greater confidence and unwavering drive

to attract and build wealth in their businesses and lives.

After working in non-profit and finance for over 16 years and

helping hundreds of business owners since starting her own

business, Aimee knows how important it is to have steadfast trust in

the person looking after your books.

This episode is packed with insights and advice from someone just like you, who was giving away advisory and high level CFO services with her bookkeeping, and she is sharing her knowledge and tips with you on:

  1. shifting your mindset and limiting beliefs when going out on your own
  2. creating a plan to leave corporate
  3. advice for accounting students who want to start a business
  4. 3 things that provide immense value to clients
  5. creating results in your own business that you can translate into success for clients
  6. and so much more

It was such an honor and pleasure to interview Aimee and honestly I'm excited to have made such a great connection through the podcast and know we'll keep in touch going forward.

Connect with Aimee:

Social: https://instagram.com/myvirtualcfo

Website: www.myvirtualcfo.co

Thanks for listening. 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 of Facebook: Facebook.com/serenashoupcpa

Join the next free training at ambitiousbookkeeper.com/training

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Send us a text

This week I'm chatting with Aimee LaLiberte, the owner of My Virtual CFO. Aimee is a trusted profitability advisor to six and seven-figure business owners who are tired of

being behind in their books and are ready to uncover blind spots,

course correct, and ultimately get more profitable.

Aimee also is a certified life and money coach and works with

business owners who seek greater confidence and unwavering drive

to attract and build wealth in their businesses and lives.

After working in non-profit and finance for over 16 years and

helping hundreds of business owners since starting her own

business, Aimee knows how important it is to have steadfast trust in

the person looking after your books.

This episode is packed with insights and advice from someone just like you, who was giving away advisory and high level CFO services with her bookkeeping, and she is sharing her knowledge and tips with you on:

  1. shifting your mindset and limiting beliefs when going out on your own
  2. creating a plan to leave corporate
  3. advice for accounting students who want to start a business
  4. 3 things that provide immense value to clients
  5. creating results in your own business that you can translate into success for clients
  6. and so much more

It was such an honor and pleasure to interview Aimee and honestly I'm excited to have made such a great connection through the podcast and know we'll keep in touch going forward.

Connect with Aimee:

Social: https://instagram.com/myvirtualcfo

Website: www.myvirtualcfo.co

Thanks for listening. 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 of Facebook: Facebook.com/serenashoupcpa

Join the next free training at ambitiousbookkeeper.com/training

Previous Episode

undefined - 32 ⎸ Offering CFO Services with Michael King

32 ⎸ Offering CFO Services with Michael King

Send us a text

Today I'm interviewing another educator in our space, Michael King, the CEO of KFE Solutions, a fractional CFO business, and the leader of The Connected Accountant Community. We have a value packed conversation about:

  1. The best way to get started offering CFO/Advisory services
  2. The most important skill in offering CFO services
  3. 3 things clients are willing to pay top dollar for
  4. How to set yourself apart from others

And we chat about whether strategic thinking skills are learned or inherent and incorporating your values in making business decisions.

We gave you some homework in the episode, so when you've done it, make sure to tag us both

@connectedaccountant @ambitiousbookkeeper on Instagram

So grab your notebook and favorite pen cause there's so much you're going to want to write down and save for later in this episode.

Join The Connected Accountant Community for $1

Follow Mike on Instagram

Thanks for listening. 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 of Facebook: Facebook.com/serenashoupcpa

Join the next free training at ambitiousbookkeeper.com/training

Next Episode

undefined - 34 ⎸ The Secret to Your Marketing with Priscilla Parra

34 ⎸ The Secret to Your Marketing with Priscilla Parra

Send us a text

This week I'm interviewing a fellow Ambitious Woman, Priscilla Parra, the founder of Ambitious AF Copywriting. We connected on Instagram on the AmbitiousAF hashtag and worked together in the past, and I wanted to bring her on to share her insights from working with other bookkeepers and accountants on their social media and content creation.

She's giving some great advice around

  1. attracting the right clients based on your messaging
  2. how to start dialing in that messaging
  3. the number one thing you need in order to get clearer on that
  4. gives us somethings to start thinking about when writing all the words for your website

Connect with Priscilla on: Instagram

Thanks for listening. 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 of Facebook: Facebook.com/serenashoupcpa

Join the next free training at ambitiousbookkeeper.com/training

The Ambitious Bookkeeper Podcast - 33 ⎸ Shifting into Becoming a Virtual CFO with Aimee LaLiberte

Transcript

33 - Shifting into Becoming a Virtual CFO with Aimee LaLiberte

[00:00:00] Serena: I didn't really plan this, but. This episode and the last one are both around offering virtual CFO services. And I think the episode is really timely to build upon what we talked about last week with Mike and give you another perspective, the female perspective of being a CFO and offering those services.

[00:00:24] And to also just share someone else's journey here in this space. I'm

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