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The CFO's Compass: Guiding Your Financial Journey with Josh Notes
Manage episode 408120876 series 2654453
المحتوى المقدم من Antonio Vaglica & Landon Archangelo, Antonio Vaglica, and Landon Archangelo. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Antonio Vaglica & Landon Archangelo, Antonio Vaglica, and Landon Archangelo أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
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
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