Client Access Help Center
+1 303-690-5070

Financial Planning Resources

Financial planning blog, events, videos, podcasts, and white papers

Periscope blog

Professional financial planning tips
View all blog posts
Receive Periscope email

Live events

Client education including lunch and learn
View events and register

Upcoming Events

Videos

Recordings of events and short videos too
View all videos

Episode 138: A Virtual Fractional CFO brings big-company expertise to smaller organizations

Wyatt’s team builds the infrastructure and the technology stack so that small companies can leverage the expert team and software employed by larger companies, at much lower costs. With a ...clear process, Till CFO makes it easy for company leadership to make strategic decisions and have confidence in the details. Improved automation and reporting are among the benefits, and their technology is AI native.

AI Native means that that AI agents can actually become co-workers; agentic workers do the analysis, data mining, and more to help a company leadership make good financial decisions. Till has a unique team with a CFO, controllers, analysts and data engineering as well. And perhaps even more unique, AI agents make hiring expensive, human, on-site experts no longer needed.

Till CFO also works with family offices. Each family office has unique needs, including many goals other than what is taught in business school. Making an impact in the work they do, helping family members be joyful, navigating difficult decisions, these are some of the goals of family offices. These metrics are outside traditional financial statements. Every family office is unique.

As a quick reminder, the Expert Network Team provides free consultations. We would love the opportunity to be of service to you or someone you care about. Just scroll the liner notes to contact one of our experts or today’s guest. And please share this podcast with anyone who you think might find it interesting.

As always, it is good to have an expert on your side.
The Expert Network Team provides a free consultation.

Guest: Wyatt Stovall, Till CFO https://www.tillcfo.com/team-member/wyatt-stovall

Investment advisory services offered through A & I Financial Services LLC, registered investment advisor. Securities provided through Geneos Wealth Management Inc., member FINRA, SIPC.

#FractionalCFO #VirtualCFO #SmallBusinessFinance #FinancialStrategy #AIinBusiness #FamilyOffice #BusinessGrowth #Entrepreneurship #FinanceLeadership[+] Show More

Podcasts

Karl Frank, Nathan Merrill, Jeff Krommendyk and guests
List all podcasts

White Papers

Download financial educational documents
View all whitepapers

including the Wealth and Wellbeing Album

Financial advisor careers

Go Tax Free

Tax saving strategies and timely updates
Current year tax update
Tax saving and planning advice

How can we help?

Chat in-person during regular business hours or fill out the form!

Chat Now!