Overview

Alex Tenorio began his career as a CPA, working with public accounting firms and auditing major companies. Over time, his entrepreneurial journey included running a 7-figure e-commerce business, consulting, and high-ticket sales. After experiencing various business challenges, Alex joined Client Ascension to package his extensive skill set into a high-value fractional CFO service. Through targeted mentorship and structured frameworks, he refined his offer and implemented strategies that allowed him to provide measurable impact for his clients.

What It Meant for the Business

• Clear Offer Structure: Refined his services into a fractional CFO model that catered to growing businesses and agencies.
• Value Creation: Positioned himself as a strategic partner who helps clients free up capital, increase margins, and prepare for exits.
• Scalable Systems: Simplified operations and processes, allowing Alex to manage multiple clients effectively without compromising quality.
• Community Support: Leveraged the Client Ascension community for mentorship, accountability, and actionable strategies.

Key Takeaways from the Interview

• Refining the Offer to Maximize Value: Alex transitioned from selling internal bookkeeping systems to offering full-service fractional CFO solutions, increasing LTV and providing greater client impact.
  (14:07 - 14:47)
• Leveraging Mentorship and Community: By actively engaging with Client Ascension's coaches and community, Alex gained actionable insights that allowed him to simplify processes and scale his operations.
  (16:03 - 16:39)
• Focusing on Long-Term Value Creation: Alex emphasized aligning his services with client needs and building solutions that drive sustainable growth and profitability.
  (24:13 - 25:22)

Before Client Ascension

Challenges:

• Lacked clarity on offer structure and positioning.
• Struggled with scaling operations and increasing client LTV.
• Juggled multiple commitments, limiting business focus.

Goals:

• Refine and simplify service offerings.
• Build a scalable framework for client acquisition and fulfillment.
• Gain mentorship and community support for scaling effectively.

How Client Ascension Helped

• Offer Structuring: Shifted focus to a high-value fractional CFO model.
• Mentorship: Received actionable advice from experienced coaches.
• Community: Leveraged peer support to refine processes and gain new perspectives.

Parting Words

Alex credits Client Ascension with providing the mentorship, structure, and community necessary to scale his agency. He advises others to embrace a student mindset, actively engage, and focus on long-term growth rather than short-term gains.

Future Plans

• Expand the fractional CFO service to serve more industries.
• Host educational content to empower small business owners.
• Continue leveraging Client Ascension for mentorship and scaling strategies.

Become Our Next Success Story

Client Ascension's proven frameworks for scaling and systematization can transform your business. Schedule a Demo Today!