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Last year I was sleeping 4 hours a night because of finances I couldn't track.
I had a CPA. We were growing. We just signed a Fortune 500 client. And our
entire finance operation was held together by Slack messages and what I could
remember in my head.
So I blocked off a quarter, tore it down, and rebuilt the whole finance
department from scratch. Here's the 6-step framework I used. Copy it for
your business this quarter.
In this episode:
→ Why your CPA isn't enough once you scale (and what to do instead)
→ The "fears vs. systems" exercise that turns founder anxiety into a finance
department spec sheet
→ Accrual vs. cash-based P&L: the one accounting concept every founder has
to actually understand
→ Why you have to block off a full quarter and build the foundation yourself
before you delegate anything
→ The 2-week CPA sprint via Upwork that replaced our full-time hire
→ The overseas VA finance coordinator model that saved us six figures a year
→ The exact systems we rebuilt from scratch: QuickBooks, invoice templates,
month-end close, payment terms, end-of-day, and end-of-week finance reports
→ Why understanding your own finances is the one thing you can't delegate —
not even to the best CFO in the world
If you want to sleep at night knowing exactly how much money you're making,
spending, owing, and keeping, without being the bottleneck in your own
finance department, this is the playbook.
By Sai KarraLast year I was sleeping 4 hours a night because of finances I couldn't track.
I had a CPA. We were growing. We just signed a Fortune 500 client. And our
entire finance operation was held together by Slack messages and what I could
remember in my head.
So I blocked off a quarter, tore it down, and rebuilt the whole finance
department from scratch. Here's the 6-step framework I used. Copy it for
your business this quarter.
In this episode:
→ Why your CPA isn't enough once you scale (and what to do instead)
→ The "fears vs. systems" exercise that turns founder anxiety into a finance
department spec sheet
→ Accrual vs. cash-based P&L: the one accounting concept every founder has
to actually understand
→ Why you have to block off a full quarter and build the foundation yourself
before you delegate anything
→ The 2-week CPA sprint via Upwork that replaced our full-time hire
→ The overseas VA finance coordinator model that saved us six figures a year
→ The exact systems we rebuilt from scratch: QuickBooks, invoice templates,
month-end close, payment terms, end-of-day, and end-of-week finance reports
→ Why understanding your own finances is the one thing you can't delegate —
not even to the best CFO in the world
If you want to sleep at night knowing exactly how much money you're making,
spending, owing, and keeping, without being the bottleneck in your own
finance department, this is the playbook.