Not a lot of people know what goes on when they hire a Chief Financial Officer, so I thought, “Hey, why not de-mystify what goes on at a CFO meeting!”
But don’t worry, this episode is super light! And we promise to save you from all the heavy finance industry jargons. (After all, nobody has time for that, right?)
In fact, our CFO meetings focuses on just three major reports: last month’s profit and loss statement, last month’s expenses, and monthly forecast.
If you’re curious about understanding the gist of what these reports entail or what it’s like working with a CFO, then I highly encourage you to tune in to today’s episode.
There’s so much to learn in here, plus you can grab our FREE Excel worksheet that we use when we build out client finance forecasts!
What you’ll learn in this episode:
- What happens during a CFO meeting
- The three things we do for our clients
- What’s a profit and loss statement
- Forecasting and what that means for your business
Links mentioned in this episode:
WANT MORE OF THE 100 DEGREES OF ENTREPRENEURSHIP PODCAST?
Follow me on Instagram: @stephanie.skry (Tag me in your screenshots of the podcast and I’ll be sure to share!)
CPA, CFO, CFP? What’s the difference? If you need clarity on which finance pro you need for your organization, then take FINANCE PRO QUIZ – it only takes 3 minutes!
READY TO STEP OUTSIDE YOUR COMFORT ZONE AND MAKE A BIGGER IMPACT?Click here to subscribe to the show so you don’t miss a thing! Click here to read the full transcript.