5 Tips to Get Your Team Thinking Like CFOs

January 8, 2025

In the financial world, there’s a massive chance for you and your team to step up your game. Small businesses want more than just basic services—they’re looking for a real partnership that adds serious value.

5 Tips to Get Your Team Thinking Like CFOs

Surprisingly, 60% of U.S. small business owners feel that they aren’t knowledgeable when it comes to accounting.

And get this, a staggering half of businesses with 50 or fewer employees operate without the guidance of a dedicated CFO or controller. But the good news is, the opportunity for a more engaged and proactive finance team is huge!

So, why the holdup?

The thing is, it’s all about changing how accountants and financial folks work with clients. To become more advisory-focused, leaders need to shake things up and get their teams thinking like CFOs.

Ready to revolutionize your outsourced accounting and business services? Discover the power of Levvy, the next-gen work management platform tailored for teams like yours. Streamline workflows, boost efficiency, and reclaim valuable time for what truly matters – strategic client work. Try Levvy now and see the difference.

Here are 5 Surefire Ways to Empower Your Team and Win Client Trust:

Make ‘Em Think Big

Push your team to think beyond the usual transactional stuff. Ask them questions that make them think strategically about clients. Find out what’s happening, what’s changed, and what’s new for the client. It’s all about going beyond the basics.

Spot Advisory Moments

Spot the people in your team who rock at dealing with clients and put them in the spotlight. But it’s not just about being friendly; even the quiet workers who notice day-to-day changes can bring valuable insights. Encourage everyone to share what they see.

Build Client Bonds

Get your team to focus on building strong relationships with clients. Remind them about all the cool stuff your team can do. That way, when a client talks about expanding or hiring, your team is there with top-notch support.

Take It Slow for Big Changes

Switching mindsets isn’t a quick fix. Plant the seeds of change and let them grow over time. Practice patience and allow the fresh mindset to gradually influence the culture and behaviors within your team.

In a nutshell:

Small businesses are itching for the kind of insights financial pros can give. Now’s the perfect time to pump up your team, get them thinking strategically, and take your firm to the next level!

As you start transforming your team into strategic CFO thinkers, consider Levvy – the innovative work management platform custom-built for outsourced accounting and business services teams.

Boost efficiency and refocus on high-value client work. Don’t miss out on the future of work management – visit Levvy's website and book a live demo today.

Don’t Just Get Through Tax Season, Transform Through It

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Claude responded: Levvy now offers native Gmail and Outlook Integrations that turn any email into an assigned, scheduled task in one click.Levvy now offers native Gmail and Outlook Integrations that turn any email into an assigned, scheduled task in one click. With two-way sync, every email reaches the right person in the right client context—so no work gets lost in an inbox.

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