Marketing Wealth

Josh Notes: The Benefits of a Fractional CFO


Listen Later

In this conversation, Josh Notes from Sustained CFO shares his journey to becoming a fractional CFO and the importance of financial management for entrepreneurs. He discusses common blind spots that business owners face, the significance of early financial planning, and the mistakes often made when raising capital. Josh emphasizes the role of a CFO in business growth, the need for trust in financial storytelling, and effective marketing strategies for attracting clients. He concludes with advice for overwhelmed entrepreneurs on how to start improving their financial systems. Chapters 00:00 Introduction to Josh Notes and Sustained CFO 02:53 Blind Spots in Financial Management 05:56 The Importance of Early Financial Planning 08:52 Raising Capital: Common Mistakes Founders Make 11:47 When to Engage a Fractional CFO 14:50 The Role of a CFO in Business Growth 17:46 Building Trust Through Financial Storytelling 20:41 Marketing Strategies for Sustained CFO 23:38 Advice for Overwhelmed Founders 26:42 Conclusion and Contact Information
...more
View all episodesView all episodes
Download on the App Store

Marketing WealthBy Maurilio Amorim