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Five Questions to Ask to Help Ensure the Right Financial Consultant Referral

 
  Arthur F. Rothberg, Managing Director, CFO Edge, LLC  
   
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  Article Summary  
In your position, there's a good chance that your Los Angeles and Southern California small business clients may sometimes ask if you can refer them to someone who can provide outsourced financial consulting or CFO services. When this happens, what criteria do you use in making such a referral?

This is an important question to ask, because there is a wide variety of different firms and individuals today that claim to offer high-level outsourced financial consulting or CFO services.

This article identifies five questions to ask any firm or individual that claims to offer outsourced financial consulting or CFO services. The discussion includes areas of experience, business connections, resource backup, and tools and processes.

It's important to take the time to carefully investigate the credentials of any firm or individual that claims to offer outsourced financial consulting or CFO services before referring your small business clients to them. While referring clients to a friend or acquaintance that supposedly provides outsourced financial consulting may be the easiest thing to do, this could result in a poor referral - which is arguably worse than making no referral at all.

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