The Cash Flow CFO Videos

Are you missing pieces in your financial strategy? Do you often find yourself frustrated when trying to make financial decisions? Join me in my solo episode discussing a discovery call with a potential client that sent off a light bulb moment: your CPA and bookkeeper aren’t enough. What are you missing? Get out of the dark and learn how to use your financial data to guide your business growth and success!

Welcome to a brand new episode of The Cash Flow CFO podcast!✨ Join me for a second conversation with Dennis Carlson, Executive Benefits Advisor for Marsh McLennan Agency. Investing in your employees pays off in the long run! Hire and retain best talent by providing them with top benefits. The right benefits keeps employees motivated and engaged, driving business success.💼🌟

Tune in to hear about Annie Wright's empowering journey. From healing past wounds to thriving in the business arena, Annie inspires us all to break barriers and reach our full potential! Annie and I discuss the intersection of money, trauma, and personal growth. We highlight the struggles, both financial and personal, that confront entrepreneurs. For many, past trauma remains a hurdle that can inhibit business progress and constrict our leadership behavior, in particular around money. We discuss the support and relief the right financial team can provide business leaders. Ready to reach business resilience and success? Let's get in contact: https://thecashflowcfo.com/contact-us/

Record keeping is your best friend as a business owner 🤝 If you aren't keeping detailed financial records already, prepare to make this task your new best friend. Not only will it make your life easier and your business more sustainable, but it is also essential to minimize the risk for potential future buyers. Listen to the full episode of The Cash Flow CFO Podcast here 👉 https://vist.ly/3fnuq

As your business grows, you need to ensure your team of financial professionals is best suited to not only manage the financial pillar of your company, but also steer its future direction. In this episode, I speak with Jean Kristensen, CEO of JKA Solutions and we take a closer look at the role a well-structured financial team will serve in helping your business reach its growth goals.

As a business owner looking to scale, it's important to consider how your insurance needs grow with your company, and the impact of benefits and insurance changes on your budget and bottom line. On this episode of The Cash Flow CFO Podcast we speak to Dennis Carlson, Executive Benefits Advisor for Marsh McLennan Agency. 🌟 Dennis uses his expertise in marketing and insurance to cover the often-overlooked aspects of executive benefits. Are the benefits that you offer today working for your C-Suite team? To retain top talent, business owners have to offer benefits that cover the unique needs of high-earning executives. This discussion addresses capturing variable compensation and ensuring comprehensive coverage to attract and retain the right team for your growing business👇 https://thecashflowcfo.com/episode-70-protect-your-people-and-your-business-dennis-carlson-on-how-insurance-needs-grow-with-your-company/

In today's episode of The Cash Flow CFO Podcast, we talk about opportunity. ➡️ What barriers do minority business owners face in 2024? ➡️ What resources are available for them to take advantage of? Tune in to episode 69 to hear from Jean Kristensen!🎙️Jean is the CEO and chief consultant at JKA Solutions, connecting women and minority businesses with government and large corporate entities seeking diversity in their contracts. Explore opportunities for women and minority-owned businesses. Actionable insight for business growth is a click away! Tune in here 👉 https://thecashflowcfo.com/episode-69-crowd-favorite-making-business-sense-with-supplier-diversity-insights-with-jean-kristensen/

I was super excited to be a guest on this episode of Grace and Ease Productions, Inc! Unlock the secrets to transform your six-figure business into an eight-figure powerhouse! 🔓 You can't outsell a bad business model. What if focusing solely on revenue is holding your business back? Shifting your focus from revenue to profit will help your business achieve sustainable growth and avoid common pitfalls. Look at your profitable business and ask yourself "Where am I at now and where do I need to be before scaling it?" 🤔 Listen to the full episode here: https://youtu.be/sqYy6emXSlo

The importance of evaluating ROI. In this episode of The Cash Flow CFO with Alana Wise, founder and CEO of Bio Logical we talk about making strategic investments in your business that allow you to 1) reach your scale and growth goals, and 2) live life outside of your business. Whether it's investing in a new software or hiring more team to take things off your CEO plate, evaluating both the tangible and intangible return on those investments is critical. Not sure how to determine ROI? The right financial professional on your team will analyze the data and confirm for you what's working and what isn't generating ideal returns. Listen to episode 54 to learn more 👉 https://thecashflowcfo.com/episode-54-balancing-business-with-progress-and-preservation-alanas-quest-for-environmental-conservation/

Imagine your business journey as a road trip 🚙 🗺️ You are driving the car, but you have your Fractional CFO and your financial team with you, guiding you to make sure you reach your destination. Listen to the full Contract to Cash Mastercall here ➡️ https://bit.ly/3W0sxsG

How thoroughly do you understand your financials? 🤔 If you're like most business owners, you may be overwhelmed by the number of hats you need to wear in your business. At The Cash Flow CFO, we are your trusted partner in helping you build a road map to reach your financial goals. Hear more testimonials from our clients here ➡️ https://www.youtube.com/watch?v=XDF4tMjALxs

Do you have an Irresistible offer anyone could sell on repeat? Welcome to episode 53 of The Cash Flow CFO Podcast, featuring Mandi Ellefson of the Hands-Off CEO! 🌟 In this episode, we explore the significance of intentional growth and the need for CEOs to define their offer, pricing and business models clearly. Mandi and Andrea highlight the value of compelling vision, transformation-focused services, and pricing strategies. Listen to episode 53 to learn the 2 ways Mandi suggests niching down your offer here 👉 https://thecashflowcfo.com/episode-53-how-to-drive-profitable-growth-and-build-a-scalable-business-with-mandi-ellefson-of-the-hands-off-ceo/

Why does insurance feel so overwhelming for business owners? In episode 68 of The Cash Flow CFO Podcast, we discuss with Eddie Del Canto, co-founder of CompSure Insurance Solutions, how and why insurance can be a daunting task for many business owners. Highlights of our conversation include discussing high insurance premiums, workers' compensation insurance, tailored insurance solutions that meet the specific needs of individual businesses, and how important it is to consider and layer in insurance costs when creating the annual budget and forecast for your business. Listen to episode 68 here 👉https://thecashflowcfo.com/episode-68-exploring-insurance-intricacies-with-eddie-del-canto-opportunities-for-business-owners/

Do you ever wish you could simplify all the moving pieces in your business? 🧩 According to Kelsea Koenreich, operating at a lower frequency might actually be the mindset shift you need to implement to reach new heights. Join us in episode 52 of The Cash Flow CFO Podcast for more insight into linking business growth with time freedom. Listen here 👉https://thecashflowcfo.com/episode-52-from-nightly-binges-to-business-brilliance/

Is your relationship to success holding you back from building a profitable business? Are you taking all of the right business steps but still feel stagnant? ⚖️ In episode 51 of The Cash Flow CFO Podcast, we are joined by Dr. Valerie Raine for a discussion about unpacking trauma, taking up space as women in entrepreneurship, and healing our relationship with money on a subconscious level. Tune in here 👉 https://thecashflowcfo.com/episode-51-unpacking-trauma-and-our-relationship-with-money/

Not everyone knows everything that you do about your business! The information that you know by heart might feel obvious to you, but that is world-changing information for your ideal client or customer. In episode 67 of The Cash Flow CFO Podcast, we discuss with Lauren Banyar Reich, the founder and CEO of public relations firm LBR PR, how to own your expertise and show up to solve problems for your target personas through earned media exposure. Tune in to episode 67 here ➡️ https://thecashflowcfo.com/episode-67-be-that-expert-the-public-knows-lauren-banyar-reich-explains-how-earned-media-elevates-your-business/

What do you need to think about before it comes time to sell your business? Andrea is joined by Jean Kristensen, the CEO and chief consultant at JKA Solutions, in the latest episode of The Cash Flow CFO Podcast. Tune in to a conversation about planning for retirement, creating passive income strategies, and preparing to sell your business. Listen to episode 66 here ➡️ https://thecashflowcfo.com/episode-66-contract-to-cash-masterclass-with-the-cash-flow-cfo-and-jka-solutions-part-2/

What is the best way to reinvest your cash flow back into your business? Tune in to episode 65 of The Cash Flow CFO Podcast to get Andrea's full answer. In the latest show, Jean Kristensen, the CEO and chief consultant at JKA Solutions, discusses the importance of being financially ready for business growth. Listen to episode 65 here ➡️ https://thecashflowcfo.com/episode-65-contract-to-cash-masterclass-with-the-cash-flow-cfo-and-jka-solutions-part-1/

Do you know your business's financial health? In episode 64 of The Cash Flow CFO Podcast, Andrea shares the top questions business owners should be asking themselves to assess the current financial state of their business with an interactive quiz. Listen to episode 64 here ➡️ https://thecashflowcfo.com/episode-64-cash-flow-quiz-gauging-your-businesss-financial-health/ Let us know how you scored below!

What if you could be guided to success by someone who has already walked the same path themselves? What obstacles could you overcome more quickly? In episode 63 of the podcast, we are joined by Jessica Buzzell, one of the amazing Fractional CFOs at The Cash Flow CFO. Jessica brings her experience as a business owner to her role as a Fractional CFO to take a holistic approach to guiding fellow entrepreneurs on their financial journey. Listen to the full episode here ➡️ https://thecashflowcfo.com/episode-63-coffee-talk-with-cfos-jessica-buzzell-salutes-the-beleaguered-business-owner/