Episode 94

full
Published on:

21st Mar 2024

The CFO's Compass: Guiding Your Financial Journey with Josh Notes

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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About the Podcast

The ConsistencyWins Podcast
ConsistencyWins is a lifestyle. ConsistencyWins is a movement. 1 year removed from college, former collegiate athletes Antonio Vaglica & Landon Archangelo felt lost in their ways. Athletics was the only thing they identified with and when that ended, a deep void was left within them. Through small consistent actions, Antonio & Landon started multiple businesses together and in a short few years, changed the trajectories of their lives. Through interviewing extremely high caliber guests, ConsistencyWins has been able to grow worldwide.The mission of ConsistencyWins and this podcast is to send the message to high achievers around the world that YOU ARE NOT ALONE. We are here for you. Through winning small daily, everything you've ever desired will come true!

About your host

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Antonio Vaglica