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Most business owners are too busy running their company to pay close attention to their financials — until something goes wrong. In this episode, Deborah sits down with David Place, Area President and Fractional CFO at FocusCFO. David explains how to use your financial statements as an early warning system and a strategic management tool, not just a tax-season obligation. He covers the three core statements, what to look for, and how to spot margin erosion and hidden costs before they become real problems.
The payoff is simple: the sooner you see a problem, the easier it is to fix. David also walks through how to build a practical financial forecast, even if you've never done one, so you can stop reacting and start running your business with a plan.
touchstoneadvisors.com
linkedin.com/company/touchstone-advisors-m-a
directlinemediaproductions.com/professional-podcast-production
By Deborah AgrafojoMost business owners are too busy running their company to pay close attention to their financials — until something goes wrong. In this episode, Deborah sits down with David Place, Area President and Fractional CFO at FocusCFO. David explains how to use your financial statements as an early warning system and a strategic management tool, not just a tax-season obligation. He covers the three core statements, what to look for, and how to spot margin erosion and hidden costs before they become real problems.
The payoff is simple: the sooner you see a problem, the easier it is to fix. David also walks through how to build a practical financial forecast, even if you've never done one, so you can stop reacting and start running your business with a plan.
touchstoneadvisors.com
linkedin.com/company/touchstone-advisors-m-a
directlinemediaproductions.com/professional-podcast-production