Why This Fractional CFO Firm Built Its Own AI Software

Tim Krulia has been running Savvy CFO since 2009, back before fractional CFO was even a common term. In this conversation, he talks about why the firm built its own AI-powered platform instead of relying on manual reporting, and how a rough fight to recover fees for a client turned into a 12-chapter book with a free financial health scorecard attached. Tim also gets into why word-of-mouth referrals don't stretch as far as they used to in a more crowded fractional CFO space, and how Savvy CFO is using the book as a front-end offer to build trust with a business owner before any sales conversation happens. It's a good look at how a long-running CFO firm is adapting as the market around it gets more competitive. Guest: Tim Krulia, President of Savvy CFO LinkedIn:   / tim-krulia-77407525   Website: https://savvycfo.com/ Host: Leonard De Beer Helping fractional executive firms get more clients through strategic outreach LinkedIn:   / leonard-de-beer