In this episode of the Heallist podcast, we dive deep into the world of business scaling, financial wellness, and cash flow management with the insightful Josh Greenbaum. As the founder of CFO Minded, Josh has made it his mission to empower creative and conscious entrepreneurs on their journey to business growth. His journey began in the corporate world, working for a Big Four accounting firm, but a personal awakening led him to channel his expertise towards supporting small businesses with the financial sophistication typically reserved for larger enterprises.

As a Certified Management Accountant, Josh has become a trusted advisor to numerous small businesses, celebrities, and consultants, helping them achieve their goals through strategic planning, meticulous accounting, and effective financial management. During the challenging times of the pandemic, he authored his first book, Numbers Scare Me & Other Excuses: A Business Owner’s Guide to Lead like a CFO,  offering practical advice to even the most numbers-averse leaders. We're thrilled to have Josh Greenbaum as our guest, sharing his wisdom and insights to boost financial confidence among our audience of holistic medicine practitioners and healers. In a world where numbers and financial models ground our visionary aspirations, Josh's expertise is a beacon of light, helping us manifest our dreams in reality.

In this episode, we explore various crucial topics, including defining financial wellness, mastering business cash flow and scenario planning, adopting effective budgeting strategies and tools, and analyzing your business from a longer-term perspective. Join us as we uncover the secrets to creating a healthy and sustainable business setup, providing invaluable insights for practitioners and healers alike looking to thrive in their holistic medicine practices.

Summary

• The definition of financial wellness. 2:10
• Business cash flow and scenario planning. 7:19
• Budgeting strategies and tools. 15:01
• The difference between accounting and finance. 21:50
• Analyzing your business from a longer-term perspective. 24:27
• What makes a healthy business setup? 30:37

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