Starting a practice
The first clients, the first offer, pricing, and the decisions founders would make differently if they started again.
A podcast for Fractional CFO founders
Rolling Forecast
Candid conversations with Fractional CFO and accounting firm founders on how they started, how they grew, and how AI is changing the way their practices work.
New episodes are on the way. Follow the show on your favorite app so you don't miss the first one.
Hosted by Jacob Krogue, CPA, who helped scale a Fractional CFO firm from 8 to 30+ clients and co-hosts the AI Rebels podcast.
What you'll hear
How the best practices are built, from the people who built them
Every guest answers the same questions, so over time the show becomes a running record of what's working for Fractional CFO practices, and what isn't.
Growing it
Where new clients really come from, when to hire, and how founders keep quality high as the client list gets longer.
How AI is changing the work
Which tools founders actually use, which processes they've changed, and what they think the practice of the future looks like.
Free for subscribers
Get The CFO Buying Signals Playbook
Subscribe to Rolling Forecast by email and get the playbook free, plus exclusive takeaways and resources from each episode.
- 10 signs a business needs a CFO
- Where to find each one for free, with the exact search to run
- A short first message for each signal, ready to adapt to your voice
- A 30-minute weekly routine to turn signals into conversations
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Be a guest
Built a Fractional CFO or accounting firm? I'd love to hear how.
Rolling Forecast features founders who have done the hard part: built a practice, won clients, and figured out what works. If that's you, I'd like to have you on the show.
- You founded or lead a Fractional CFO or accounting firm
- You're willing to share what's worked, and what hasn't
- You have opinions on where the profession is going, AI included
Recording is remote and takes under an hour. You'll get the core questions ahead of time, and the finished episode and clips to share with your network.
Work with Jacob
Find where AI fits in your practice
In an AI Discovery Session, we go through how your practice runs today and brainstorm where AI can save time or improve client work. You leave with a prioritized list of use cases you can start applying.