Unlocking Profitability And Financial Efficiency

Roger Chen, a seasoned financial expert at MYeCFO with over 25 years of experience, recently joined Jarrod Guy Randolph on the Zero to a Hundred podcast to share his insights on business profitability. In this episode, he walks through his seven-step pathway to profit, a structured framework that helps business owners understand revenue generation and maximize profitability. From lead generation to expense management, Roger explains how each step impacts financial success and what business owners can do to optimize their approach.

Key Takeaways

• When to Bring in a CFO: As businesses grow, basic bookkeeping is no longer enough. Roger explains how a fractional CFO provides financial clarity, manages cash flow, and supports long-term financial planning.


• The Seven-Step Profit Formula: Roger outlines the seven key steps that influence business profitability, including lead generation, conversion rates, client retention, and cost management. Even small improvements in each area can drive exponential revenue growth.


• The Three-Portfolios Framework: A strategic approach to building wealth and managing risk that helps business owners balance high-growth opportunities with long-term financial security.

To gain deeper insights into these strategies, watch the full episode of Zero to a Hundred above.

For those looking to take their business finances to the next level, Roger can be reached at Roger@myecfo.com.