Episode 34

The Savior is Synonymous with Finance and Operations (feat. Fady Hawatmeh, CEO)

Clockwork.ai

Shout out to our sponsors this week:

TaxBandits and Reach Reporting

5 having that entrepreneurial spirit at the ripe age of 12

6 what did you learn working for Boeing that you can take to the smaller business market? what KPIs was Boeing interested in?

8 how did you decide you wanted to start an outsourced CFO firm?

9 the rewards and results of being the only finance person in a room full of entrepreneurs

17 id you create a financial plan for yourself at your 8 person firm?

18 don’t be the bottleneck at your firm

21 how did you exit the firm that you built to start an app?

22 you can never focus on and grow two companies at once

24 our business is like a watch, all the gears have to be in sync and properly functioning.

24 one of the most important parts of any business survival is cashflow projections

25 we all have ideas to create a mobile app, and you actually did it...how did you go about making Clockwork?

26 on working with Intuit and ensuring Clockwork was baked 100% through before launching the company

27 what's the best advice someone gave you over the past three years?

32 what do you tell firms that want to start providing advisory services?

***shout out to Edward Mendlowitz and Withum***

35 on employee buy-in and understanding the difference between finance and accounting and a FP&A products vs other Forecasting and Reporting tools

37 what's the size of the client that is an ideal fit for FP&A services?

40 what's the next step for Clockwork?

***shout out to HubSpot***

42 SHOTS FIRED!!!

***shout out to Jirav***

47 it's not as hard as you think it is to sell advisory and scale your practice - from Fady's Wisdom Corner