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