Explore Fractional CGO Use Cases
The use cases and actionable examples below will show you where you can begin and how I can make a meaningful impact for you and your firm.
If you don't see exactly what you're looking for, feel free to reach out—I'm here to help!
How a Fractional CGO Can Help
Does your firm struggle to attract new clients or optimize marketing efforts?
Many accounting firms find themselves stuck in a growth plateau, unsure how to scale their client base or enhance engagement. Without a clear marketing strategy, it’s difficult to drive sustainable growth. This is where a Fractional CGO can make all the difference. HOW CAN I HELP? As a Fractional CGO, I will create a comprehensive growth marketing plan to align marketing efforts with firm-wide goals. From targeted campaigns, to business development, to budget optimization and more, I will develop the structure and strategy needed to attract and engage clients effectively.
Is your firm looking to grow through partnerships but unsure how to nurture them?
Strategic partnerships can be a powerful driver of growth. However, many firms struggle with identifying new opportunities and maintaining current partnerships. Developing a channel partner strategy can ensure that relationships are protected and growth opportunities are maximized. HOW CAN I HELP? By crafting a strategic partnership plan, including leadership roles and actionable steps, as your Fractional CGO I will ensure that your firm can both nurture existing high value relationships and identify new growth avenues.
Are you considering launching new services but worried about how to do it successfully?
Introducing new service lines can expand your firm’s offerings, but many accounting firms are unfamiliar with the structured approach needed for a successful launch. Misaligned go-to-market plans, compliance challenges, and internal communication (or lack thereof) can derail even the best efforts. HOW CAN I HELP? As a Fractional CGO, I develop and execute comprehensive service launch plans, align cross-functional teams and ensure compliance (where needed). I will also create internal and external marketing strategies to ensure organizational readiness and adoption.
Is your firm facing challenges when transitioning clients to new services?
Service migration can be tricky for both your firm and clients, especially if communication and workflows aren’t streamlined. Without clear processes, these transitions can lead to dissatisfaction and added workload for partners. HOW CAN I HELP? I develop and implement clear migration processes and client communication plans, easing the burden on your Partners and internal team members while enhancing the client experience.
Do you want to improve or launch new Client Advisory Services (CAS)?
Client Advisory Services (CAS) can drive recurring revenue, but firms often struggle with positioning and optimizing these services for evolving market needs. Without the right strategy and launch plan, it’s hard to implement what is needed effectively. HOW CAN I HELP? From productization to new business models to operations to marketing and more, as a CGO I use a cross departmental holistic approach and thorough service launch process to launch/relaunch CAS services that ensure long-term success and revenue growth.
Are you looking to focus on high-value clients but unsure how to tailor services to meet their needs?
Firms that lack a clear client segmentation strategy often miss opportunities with high-value clients. Tailoring services to meet specific client needs ensures client satisfaction, better retention, and higher revenue. HOW CAN I HELP? Working closely with key firm departmental or practice leaders, I will craft and execute client segmentation strategies, including unique client service plans that are aligned with market demand and client expectations.
Is your firm struggling to expand its reach and target ideal clients?
Leveraging new technology can open doors to better client targeting and broader market reach. But without the right tools, it’s difficult to maximize these opportunities. HOW CAN I HELP? As a CGO, I work with firms to define more detailed client profiles, and adopt business intelligence tools, that aid in the effective execution of targeted marketing and sales outreach.
Do you have visibility into your sales pipeline? Are you missing potential opportunities?
Without proper lead management, it’s hard to track potential clients and forecast new opportunities accurately. Many firms find themselves stuck with outdated processes, leading to missed opportunities. HOW CAN I HELP? I develop lead management processes, and implement modern systems or technology solutions to track leads, manage opportunities, and provide better sales insights.
Does your firm lack a cohesive CRM system for managing client interactions?
A modern CRM system can empower your firm to better manage client relationships and improve collaboration across departments. However, many firms are unfamiliar with what a CRM can offer. HOW CAN I HELP? As a CGO, I can evaluate, select and implement a CRM, identify required integrations, provide training, process documentation, and a strategic rollout plan.
Unlocking New Revenue Streams with CAS
"One of the most significant contributions Tracy made was the successful relaunch of our Client Advisory Services practice. Her strategic vision and leadership were pivotal in revitalizing this area of our business, resulting in impressive growth and new opportunities. "