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The CFO's Compass: Guiding Your Financial Journey with Josh Notes
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Josh Notes, Founder of Sustain CFO talks about the pivotal role of a CFO and the invaluable services they provide.
From financial planning and analysis to navigating recessions, they uncover essential strategies for service-based businesses to thrive.
Discover the secrets behind managing growth, controlling margins, and implementing the principles of 'Profit First' to ensure sustainable profitability.
Whether you're considering fractional or in-house CFO services, this episode offers valuable insights to guide your decision-making process.
If you want to connect with Josh Notes, visit www.sustaincfo.com
Chapters
00:00 Introduction and Background
02:58 What is a CFO and the Services Provided
08:08 Financial Planning and Analysis for Service-Based Businesses
11:01 The Value of Forecasting and Looking Forward
13:11 Navigating a Recession and Avoiding Financial Pitfalls
18:57 Review of the Book 'Profit First'
23:54 Hiring Fractional vs In-House and the Evolution of a Business
26:53 Ideal Client Avatar and How to Reach Out
29:50 Vision for Sustained CFO and Supporting Asset Development
179 episodes
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