The CFO Role

Business Unfiltered

Topics Covered In This Episode

• CFO Mindset for Entrepreneurs: Learn how small business owners can adopt the strategic perspective of a CFO, exploring alternatives like advisors or CPAs to fill this pivotal role, enabling even those without an accounting background to make informed financial decisions.
• The Pillars of Financial Management: Jeff emphasizes the indispensability of organizing financial records through bookkeeping and the maturity journey of investing in professional financial management to safeguard and grow your business.
• Outsourcing for Efficiency: Discover how outsourcing bookkeeping can streamline your financial processes, ensuring accuracy and freeing up your time to focus on core business strategies.
• Defining Financial Roles: From day-to-day financial management by bookkeepers to strategic forecasting and profitability planning with a virtual CFO or business coach, understand the diverse roles that contribute to a robust financial structure.
• Bridging Roles for Business Growth: Delve into the importance of a financial controller to navigate between the CEO and CFO responsibilities, enhance financial statement management, and avoid knowledge bottlenecks that hinder progress.
• Harmonizing Risk and Growth: Explore the dynamic tension between the conservative CFO perspective and the forward-looking entrepreneurial spirit, highlighting the need for a balanced approach to risk management and financial forecasting to foster informed business growth.

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