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EP321 When to Move Beyond QuickBooks: CFO Insights for Growing Businesses
When to Move Beyond QuickBooks -CFO Insights for Growing Businesses
EP321 of Profit With A Plan Podcast
Released September 30, 2025
Guest: Laresa McIntyre - Founder and Fractional CFO | Rockbridge CFO
Host: Marcia Riner- Business Growth Strategist | Infinite Profit®
🎯 Episode Summary
QuickBooks works well in the beginning—but eventually, it can hold you back. If you’re finding it harder to get clear financial insights, it may be a sign you’ve outgrown it. In this episode, fractional CFO Laresa McIntyre shares how to recognize the signals, what options exist beyond QuickBooks, and how the right system can help you scale smarter.
🎥 What You’ll Learn
Clear signals you’ve outgrown QuickBooks as your business scales
Why financial systems must evolve with your growth goals
Affordable mid-level solutions beyond QuickBooks and spreadsheets
How better data leads to faster, more confident decisions
Why fractional CFO support can save cash while driving growth
⏱️ Timestamp Highlights
[00:02] Why QuickBooks eventually holds businesses back
[00:10] The difference between accountants and CFOs
[00:21] When financial systems become your pain point
[00:33] Mid-level solutions like Business Central and NetSuite
[00:45] How smarter systems improve cash flow and forecasting
[00:53] What investors really want from your financial story
🔗 Resources & Links
Guest website: https://rockbridgecfo.com
💼 About Marcia Riner & Profit With A Plan
Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.
As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.
📞 Questions? Call (949) 229-2112 or visit https://infiniteProfitConsulting.com
🚀 Profit-Driven Resources (CTAs)
💰 Profit Booster® Podcast Monetization Hub
Turn your interviews into a client-generating machine—without adding more work to your plate.
👉 Learn more at https://ProfitBoosterPod.com
📈 Free Growth & Marketing Audit
Your leads should be converting. Let’s find out what’s missing.
👉 Book yours now at https://ProfitBoosterBiz.com
🎧 Never Miss a Profit-Driving Strategy
Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.
View all episodes
By Marcia Riner - Business Growth Strategist
5
2222 ratings
When to Move Beyond QuickBooks -CFO Insights for Growing Businesses
EP321 of Profit With A Plan Podcast
Released September 30, 2025
Guest: Laresa McIntyre - Founder and Fractional CFO | Rockbridge CFO
Host: Marcia Riner- Business Growth Strategist | Infinite Profit®
🎯 Episode Summary
QuickBooks works well in the beginning—but eventually, it can hold you back. If you’re finding it harder to get clear financial insights, it may be a sign you’ve outgrown it. In this episode, fractional CFO Laresa McIntyre shares how to recognize the signals, what options exist beyond QuickBooks, and how the right system can help you scale smarter.
🎥 What You’ll Learn
Clear signals you’ve outgrown QuickBooks as your business scales
Why financial systems must evolve with your growth goals
Affordable mid-level solutions beyond QuickBooks and spreadsheets
How better data leads to faster, more confident decisions
Why fractional CFO support can save cash while driving growth
⏱️ Timestamp Highlights
[00:02] Why QuickBooks eventually holds businesses back
[00:10] The difference between accountants and CFOs
[00:21] When financial systems become your pain point
[00:33] Mid-level solutions like Business Central and NetSuite
[00:45] How smarter systems improve cash flow and forecasting
[00:53] What investors really want from your financial story
🔗 Resources & Links
Guest website: https://rockbridgecfo.com
💼 About Marcia Riner & Profit With A Plan
Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.
As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.
📞 Questions? Call (949) 229-2112 or visit https://infiniteProfitConsulting.com
🚀 Profit-Driven Resources (CTAs)
💰 Profit Booster® Podcast Monetization Hub
Turn your interviews into a client-generating machine—without adding more work to your plate.
👉 Learn more at https://ProfitBoosterPod.com
📈 Free Growth & Marketing Audit
Your leads should be converting. Let’s find out what’s missing.
👉 Book yours now at https://ProfitBoosterBiz.com
🎧 Never Miss a Profit-Driving Strategy
Subscribe to Profit With A Plan on Apple Podcasts, Spotify, or your favorite platform.
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