Episode 5: Coffee with Marla Reynolds
Welcome to a brand new episode of the Cash Flow CFO Podcast. Here with me today is Marla Reynolds, one of our team’s outstanding CFOs. And in this episode, we’ll discuss the steps we take with our clients to prepare for the budget discussion and the questions we pose to get them thinking about their financial goals for the upcoming fiscal year. Typically, businesses begin their planning in the final quarter of the current year. But how do you start having those serious, high-level discussions about revenue targets and any significant adjustments, like adding additional employees or creating a new division? We also emphasize the importance of budgeting as your reliable financial blueprint for the coming year. Join us to gain more information!