Planning Your Moonshot

How to Handle Every Role in Your Business - CFO

Louis Guajardo

In this episode, we’ll explore the multifaceted role of a Chief Financial Officer (CFO) in a small business. As a business owner, you often wear many hats, including that of the CFO, which involves overseeing financial strategy, cash flow management, budgeting, risk assessment, and financial reporting.

We’ll break down these responsibilities and highlight the importance of creating efficient financial systems and processes. I’ll share practical tips on managing cash flow, forecasting, setting budgets, and minimizing financial risk.

Finally, we’ll discuss how to handle these tasks effectively while balancing the demands of being a Chief Everything Officer, ensuring your financial decisions support sustainable growth and long-term success.

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