Getting Results with Dr. Jean

E143: Kyle Smith: CFO Transition Essentials: From Tactical to Strategic Thinking


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Dr. Jean, The Results Queen® welcomes back fan favorite Kyle Smith, cofounder of Strata Cloud Accountants and creator of the CFO Transformation Program. Kyle shares how his background in teaching, coaching, poker, and finance shaped his approach to developing the next generation of financial leaders. Together, he and Dr. Jean explore the real leap controllers must make to become effective CFOs — shifting from tactical execution to strategic leadership. Kyle breaks down why communication, proactivity, and "being loud" matter far more than spreadsheets alone, and why today's finance roles require forward thinking, critical thinking, and the courage to deliver truth without hesitation. He also reveals how AI, modeling, and group learning help emerging CFOs accelerate their growth while supporting their owners more effectively. If you're a business leader or a rising financial executive, this episode shows exactly what it takes to step confidently into the C-suite. Ready to elevate your financial leadership and transform the way your business makes decisions? Listen now and learn how the CFO mindset can change everything.

Find Kyle here:

Website: www.stratacloudaccountants.com/gettingresults

Linked In: https://www.linkedin.com/in/kyle-smith-cpa-9582038a/

Contact Dr. Jean here: Website: www.gettingresultswithdrjean.com Email: [email protected]

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Getting Results with Dr. JeanBy Dr. Jean, The Results Queen®

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