In today's episode, we'll delve into a critical milestone for businesses—knowing when it's time to bring a Chief Financial Officer (CFO) on board. You might think a CFO is only needed for large corporations or major financial moves, but that couldn't be further from the truth. We'll explore how a CFO can transform your day-to-day operations, align your business with your personal goals, and act as a trusted navigator on your financial journey. Plus, we’ll discuss the importance of keeping control while accepting expert guidance. Whether you're eyeing big, audacious goals or just want to make sense of your financial data, this episode is for you.

 

What you'll hear in this episode:

04:10 Support clients, celebrate milestones, embrace entrepreneur's support.

07:14 Gusto simplifies HR processes and offers bonus.

 

If you like this episode, check out:

Should You Try to Scale Everything?

What Should You Know About Tax Estimates?

How Do You Build a Business with an Exit Strategy in Mind?

 

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Watch this episode and more here: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

Connect with Shannon on IG: https://www.instagram.com/shannonkweinstein/

 

The information contained in this podcast is intended for educational purposes only and is not individual tax advice. Please consult a qualified professional before implementing anything you learn.