Vital Strategies

097 | Forecasting, Cash Flow, and Clean Books: The Entrepreneurs Financial Playbook with Natalia Zacharin

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Are you running your business by looking at your bank balance and hoping for the best? On this episode of the Vital Wealth Strategies Podcast, host Patrick Lonergan sits down with Natalia Zacharin, founder of Zacharian Consulting and a financial strategist who transformed her side hustle into a multimillion-dollar firm recognized on the Inc. 5000 list. Together, they break down why financial clarity is the foundation of every successful business and how entrepreneurs can avoid the pitfalls of cash flow stress, tax surprises, and costly mistakes. 

Listeners will discover the step-by-step journey of building a financial team, from bookkeepers to fractional CFOs, and learn about the essential tools that streamline accounting, payroll, and forecasting. Natalia and Patrick also share the psychology behind managing cash, strategies for building healthy reserves, and the key financial metrics every entrepreneur should be tracking. Whether you’re just starting out or scaling into eight figures, this conversation provides actionable insights that will help you protect your profit, plan with confidence, and unlock long-term growth. 

Key Takeaways: 

  • Why your first hire should be a bookkeeper, not an afterthought 
    • The difference between profit and cash and why it matters 
      • How to forecast with confidence and avoid running out of money 
        • The essential tech stack for accounting, payroll, and bill pay 
          • When to bring in a tax strategist, controller, or CFO 
            • Best practices for building cash reserves and protecting your business 

              • Learn More About Natalia:

              Official Website 

              Direct Resource Page 

              Resources:   

              Visit www.vitalstrategies.com to download FREE resources     

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              Follow on LinkedIn at https://www.linkedin.com/in/patricklonergan/     

              Credits:    

              Sponsored by Vital Wealth    

              Music by Cephas    

              Art work by Two Tone Creative 

              Audio, video, research and copywriting by Victoria O'Brien

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              Vital StrategiesBy Patrick Lonergan