If you're not yet looking for a CFO but want to know what we do and what value we bring, I have an example to share with you that we use with our clients.

 

One aspect of a CFO's responsibility is to take a deep dive into your business's income to help you maximize it. I am going to walk you through what that process generally looks like and provide some tips you can implement on your own.

 

If you're looking for additional help but still aren't ready for a full-time CFO, check out my CFO power sessions linked below.

 

What you'll hear in this episode:

[2:06] Walk through an example session where we would dive deep into your income.

[3:36] Identifying revenue sources in your business

[7:32] Where most entrepreneurs have room for improvement.

[9:14] How to create a hierarchy of accounts for your business.

 

* Related episodes:

How to Outsmart Hackers with Seth James Nielson

The Benefits of Business Continuity Planning with Jim Erben

What is a CFO Power Session?

 

Tactical Resources:

5-Day Financial Mindset Refresh: https://www.keepwhatyouearn.com/refresh

Create a Custom Podcast Playlist: https://quiz.tryinteract.com/#/6303d4c525b1e80018d47cfa

Grow Cash Flow for Your Business: https://www.keepwhatyouearn.com/endless-cash

Tax Deduction Guide: https://www.keepwhatyouearn.com/tax-deduction-guide

CFO Power Session: https://www.keepwhatyouearn.com/power-session-inquiry

See how much you can save with an S Corp: https://www.keepwhatyouearn.com/keep-what-you-earn-s-corp-calculator

 

Additional Resources:

Find everything you need at https://www.keepwhatyouearn.com

Questions about this episode? Text me!: https://my.community.com/shannonweinsteincpa

Hire us: https://www.fitnancialsolutions.com/accounting

Find me on IG https://www.instagram.com/shannonkweinstein/

Meet me face-to-face on YouTube: https://www.youtube.com/channel/UCMlIuZsrllp1Uc_MlhriLvQ

 

 

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.