In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
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In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
Go-to-Market Strategies for CPA Firms with Michael Haynes
FinFactor: Expert Insights for the CFO
37 minutes
1 year ago
Go-to-Market Strategies for CPA Firms with Michael Haynes
In this episode of FinFactor, Blaine Bertsch interviews Michael Haynes, a business growth expert, about helping CPA firms grow. They discuss the importance of understanding how clients buy accounting services and the need for a go-to-market strategy that aligns with clients' needs. Michael emphasizes the value of delivering advice, insights, and recommendations to clients through content creation and strategic collaborations. He also highlights the significance of networking and buildin...
FinFactor: Expert Insights for the CFO
In this episode of FinFactor, host Blaine Bertsch sits down with finance leader Ken Lacroix to explore why the 13-week cashflow forecast is one of the most powerful yet overlooked tools in business finance. They discuss the challenges companies face when setting up accurate forecasts, the shift in mindset required to move from profit and loss to true cash management, and the importance of focusing on major inflows and outflows to gain clarity. The conversation also covers how customer b...
