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The CFO HABITS SERIES

Whether you outsource your financial management or DIY, every CEO has a responsibility to their business to stay financially aware. In this series, we’ll walk through how to Track, Plan, and Analyze your business finances like a CFO!


Track Business Finances Like a CFO (+ the Step Everyone Misses)

As a business owner, you've probably been told you need to track your finances. But what does that look like? How do you do it? What do you do with the numbers once you track them? There's more to tracking your finances than just recording income and expenses, so let's talk about it… Read More

Smarter Business Profit: How to Think and Plan Like a CFO

If you were taught like most, you see profit as what’s “leftover” after expenses — a surprise number that you pray is positive and try to ignore if it’s not. But I want to teach you to be PROACTIVE with your profits, planning ahead to ensure you have them so you can stop operating on wishful thinking… Read More

 

How to Analyze Business Growth Like a CFO

So you’re growing a business and have had some success...now what? If you're not intentional about recreating success, leveraging momentum, and pivoting when things aren't working, you're not analyzing your business growth like a CFO. In this post, we'll discuss how to measure your performance and reflect on it critically to make better decisions for the future… Read More