Ep 249: What Is A Fractional CFO?

Join us for an engaging conversation with Brennan de Raad, Founder and CEO of Vessel Advisors, as he breaks down the role of fractional CFOs and how they can empower businesses with financial clarity and control. From startups to large companies, Brennan shares invaluable insights on optimizing processes, leveraging AI, preparing for exits, and driving long-term business growth. Don't miss out on this episode, which is packed with practical advice for entrepreneurs and business owners! 🔥 What You’ll Learn in This Episode: ✅ Brennan de Raad explains the differences between accountants, controllers, and CFOs, emphasizing the importance of a forward-looking financial strategy. ✅ Fractional CFOs provide expertise and flexibility for businesses from pre-revenue startups to companies with hundreds of millions in revenue. ✅ Leveraging AI and automation in accounting can significantly improve efficiency, accuracy, and cost management. ✅ Preparing for a successful business exit involves clean financial records, accurate forecasting, and identifying valuable add-backs. Meet our guest: Brennan de Raad is the Founder and CEO of Vessel Advisors, a CFO, Controller, and accounting services company with over 40 professionals dedicated to empowering business owners with financial clarity and control. With over 10 years of experience as a fractional CFO, Brennan has personally served over 50 businesses, representing over $800 million in combined annual revenue. His leadership experience spans a diverse range of financial events, including companies going public, acquisitions (both as acquirer and acquiree), and successful capital raises through venture capital, traditional banking, and private investment. Vessel Advisors offers fractional CFO, Financial Controller, and accounting services, providing clients with the financial insights and actionable recommendations they need to thrive. Brennan and his team are passionate about transforming accounting teams from cost centers into profit centers, enabling businesses to grow with confidence. Learn more about how Vessel Advisors can help your business at www.vesseladvisors.com Contact Today's Guest: Email: [email protected] LinkedIn: https://www.linkedin.com/in/brennanderaad/ To learn more visit nextlevelincome.com/banking & nextlevelinocme.com/kids 📚 Get a FREE copy of my book at NextLevelIncome.com 🎧 Don't forget to subscribe, like, and share this episode with anyone looking to take their income and investments to the next level! -------------------------------------------------------------------------------------------------------------------- Check out our website: www.nextlevelincome.com. Follow us on social media @thenextlevelincomeshow Get a free copy of our book and learn more about our course at: nextleveincome.com Check out our website: www.nextlevelincome.com.   Follow us on social media @thenextlevelincomeshow   Get a free copy of our book and learn more about our course at: nextleveincome.com