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Episode 34: Behind the Scenes of a CFO Meeting

Episode 34 Behind the Scenes of a CFO Meeting featured blog post image
Episode 34 Behind the Scenes of a CFO Meeting featured blog post image

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!

Enjoy~

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:

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Click here to read the full transcript.

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