Episode 75: From Risk to Reward: How Chris Williams Scaled Success Through Acquisitions
Welcome back to a new episode of the Cash Flow CFO Podcast! Today’s episode is all about growing your business, especially through acquisitions. I’m joined by Chris Williams, CEO of System Six, a fully-remote outsourced accounting firm serving over 200 customers and 40 team members nationwide. Chris acquired the firm in 2021 and is thrilled to spend his time growing the firm organically and through strategic acquisitions while importantly protecting its mission to become the best place to work in remote accounting. Oh, and exciting news—Chris is about to become a dad!
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Episode 74: The Six Financial Metrics Every Business Owner Must Track for Success
Welcome back to a new episode of the Cash Flow CFO Podcast! Today, we’re diving deep into the six key numbers every business owner should focus on at the end of each month. These metrics are crucial for understanding the health of your business, and I want to make sure you know exactly what to look for. We’ll break down each number so that you can confidently review your financial reports and make informed decisions.
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Episode 73: Getting Paid on Time: Mastering Accounts Receivable with Andrea Jenson
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a conversation about an issue that’s been cropping up a lot lately… slowdowns with accounts receivable. If you’re noticing a delay in your receivables, it’s crucial to address it before it impacts your cash flow and ability to meet financial obligations. I discuss some actionable strategies you can implement right now to help get your cash flow back on track and keep your business self-sustaining. Join me to learn the whole story!
Episode 72: Why Your CPA and Bookkeeper Aren’t Enough: The Missing Piece in Your Financial Strategy
Welcome back to a brand new episode of the Cash Flow CFO Podcast! In today’s solo episode, I’m excited to talk about a discovery call I had with a potential client that reignited my passion for what we do at The Cashflow CFO. During our conversation, I had a light bulb moment about the common frustrations business owners face when it comes to making financial decisions. Despite having a CPA and a bookkeeper, many still feel like they’re in the dark, unsure how to use their financial data to guide their business.
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Episode 71: Elevating Your Benefits Strategy with Dennis Carlson
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a conversation with Dennis Carlson, Executive Benefits Advisor for Marsh McLennan Agency. Dennis previously played the role of entrepreneur inside the insurance industry, founding Bespoke Benefits in 2009, which was later acquired in 2017. Now, he leads the executive benefits practice for Marsh McLennan Agency in the western United States. Dennis has extensive experience advising on employee and executive benefits, helping businesses attract and retain top talent. Get to know him, and hear some of his wisdom. Join us to learn the whole story!
How to Create a Financial Plan for Scaling Your Business?
Learn how a fractional CFO can help create a financial plan for scaling your business. Explore key strategies to manage risks, seize opportunities, and achieve sustainable growth with The Cash Flow CFO.
Episode 70: Protect Your People and Your Business: Dennis Carlson on How Insurance Needs Grow with Your Company
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a conversation with Dennis Carlson, Executive Benefits Advisor for Marsh McLennan Agency. Dennis previously played the role of entrepreneur inside the insurance industry, founding Bespoke Benefits in 2009, which was later acquired in 2017. Now, he leads the executive benefits practice for Marsh McLennan Agency in the western United States. Dennis has extensive experience advising on employee and executive benefits, helping businesses attract and retain top talent. Get to know him, and hear some of his wisdom. Join us to learn the whole story!
Episode 69: Crowd Favorite: Making Business Sense with Supplier Diversity: Insights with Jean Kristensen
Welcome back to the Cash Flow CFO Podcast! This episode was so popular with our listeners that we are rebroadcasting it in case anyone missed it the first time. In it, I interview Jean Kristensen, the CEO and chief consultant at JKA Solutions. Jean connects women and minority businesses with government and large corporate entities seeking diversity in their contracts. Previously, Jean experienced firsthand the struggles and successes that come with rapidly scaling a family business built from scratch.
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Episode 68: Exploring Insurance Intricacies with Eddie Del Canto | Opportunities for Business Owners
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me on this conversation with Eddie Del Canto. Eddie started his insurance career in the late 1990s and has since made significant contributions to the commercial insurance industry. Before co-founding CompSure Insurance Solutions, he played a crucial role in the profitable growth of the workers’ compensation commercial segment at Wells Fargo Insurance Services and The Hays Companies, now Brown & Brown. Eddie was also a key producer for Employers Direct Insurance Company, a direct specialty carrier that provided relief to employers burdened by high premiums in the early to mid-2000s. Additionally, he made valuable contributions to the Pacific Business Division for Liberty Mutual Insurance. Mr. Del Canto holds a Bachelor of Science degree in Business Administration with a focus on service sector management from California State University, San Marcos. He is licensed in Fire and Casualty Insurance and holds the Commercial Lines Coverage Specialist Designation (CLCS). Outside of his career, Eddie’s passions include his family, friends, music, basketball, and assisting employers in negotiating the best workers’ compensation rates and services. Join us to learn the whole story!
Episode 67: Be that Expert the Public Knows: Lauren Banyar Reich Explains How Earned Media Elevates your Business
Welcome to a brand new episode of the Cash Flow CFO Podcast. Join me for a conversation with Lauren Banyar Reich, the founder and CEO of public relations firm LBR PR. Lauren and her team excel at advancing clients’ business goals by connecting them with high-visibility media opportunities. LBR PR matches clients with media outlets seeking expert commentary, bylined articles, product features, and more. The company’s clients receive attention from prestigious publications like the Wall Street Journal, websites like Refinery29, and major metro area TV. Lauren emphasizes the outsized public credibility boost offered by these earned media appearances, when compared to paid media, AKA advertising. Join us to learn the whole story!