In this episode, Roman breaks down how to read your P&L, balance sheet, and cash flow statement like a CFO—so you can make smarter decisions, spot red flags faster, and grow your business with confidence. Want to get crystal clear on your business finances and finally scale with confidence? Go here: https://www.thefullsend.com Full Send is an accounting firm built for growing SMBs. We don’t just handle your books; we help you build financial clarity, cash flow confidence, and systems th...

🎯 Why Most Pitch Decks Fail Without This | Full Send CFO 💡 You spent 40 hours on your pitch deck… but only 4 minutes on your balance sheet. Bad news: investors are more interested in your financials than your fonts. In this episode of Full Send CFO, we break down: • Why messy financials kill deals (even with a beautiful deck) • The 4-step financial prep playbook before raising capital • How to build investor-ready financials that actually get funded • What founders g...

📊 Why Your Fractional CFO Should NOT Be Doing Your Accounting | Full Send CFO Podcast 👉 Are you using a Ferrari to deliver DoorDash? That’s what it’s like when your fractional CFO is stuck doing bookkeeping and reconciliations instead of strategic financial planning. In this episode of Full Send CFO, we break down: What a CFO should actually be doingWhy mixing accounting and CFO work can hold your business backHow to build the right financial team stack for scaleHow to tell if you’re wasting ...

💰 Stop Getting Blindsided by Tax Bills | How to Build a Smart Tax Reserve System | Full Send CFO 🔔 Subscribe for stress-free financial strategies! 📢 Are you scrambling to pay taxes every April? You’re not alone. Many business owners make money but forget to plan for the IRS. In this episode of Full Send CFO, we break down: ✔️ Why most business owners get surprised by tax bills ✔️ How to calculate your monthly tax reserve ✔️ Step-by-step system to automate tax savings ✔️ Common tax planning mi...

🔍 5 Ways to Boost Business Profit Without Cutting Staff or Ad Spend 🔔 Subscribe for practical CFO insights & financial strategy tips 👉 https://www.thefullsend.com/services/financial-analytics 📢 In uncertain markets, most businesses slash payroll or marketing to preserve profit—but that can backfire. In this episode, learn how to boost your profitability strategically without sacrificing your team, brand, or momentum. Whether you’re running a $1M or $10M company, these steps help you thi...

🔍 Tariffs Are Impacting Small Businesses—Here’s How to Respond | Full Send CFO 🔔 Subscribe for weekly CFO insights & financial strategy tips 📢 New tariffs are here—and they’re crushing small business profit margins. Whether you’re importing from China, Vietnam, or the EU, the costs have skyrocketed—some up over 1,200% overnight. In this episode, we break down what you need to know and how to respond without panic. ✔️ Understand how tariffs affect your pricing and cash flow ✔️ Learn 5 p...

Absolutely! Here’s the YouTube-style outline and summary for the most recent Full Send CFO podcast transcript you provided: 🔍 Why Every 7-Figure Business Needs a Fractional CFO | Full Send CFO 🔔 Subscribe for expert CFO insights! 📢 Think a CFO is “too much” for your business? Think again. If you’re doing over 7 figures in revenue, a fractional CFO isn’t a luxury—it’s a growth multiplier. In this episode, we break down: ✔️ Why every $1M+ business needs financial leadership ✔️ Common myths hold...

🔍 How to Spot Red Flags in Your Financials & Avoid Costly Mistakes | Full Send CFO 👉 Link to YouTube Video 📢 61% of financials contain material misstatements. Are yours accurate? The financial reports you send to investors, stakeholders, and your board may be wrong—leading to bad decisions and financial surprises. In this episode, we break down: ✔️ How to identify critical errors in your financial statements ✔️ Common red flags that CFOs & accountants often miss ✔️ Why reviewing your ...

📊 How to Prepare for Your First Financial Audit | Full Send CFO 🔔 Subscribe for more CFO insights & financial strategies! 📢 Facing your first financial audit? It can be daunting, but with the right preparation, you can navigate it smoothly. In this episode, we cover: ✔️ What triggers a financial audit and why companies need one ✔️ The CFO playbook for audit preparation ✔️ How to ensure your financials are audit-ready and avoid common pitfalls ⏱️ Chapters 00:00 - Introduction: Preparin...

💰 Why Your Profits Aren’t in Your Bank Account (Cash Flow vs. Profit Explained) 📢 Are you making a profit but still struggling with cash flow? Many businesses are profitable on paper but find themselves taking loans to cover payroll and expenses. In this episode, we break down: ✔️ Why profit ≠ cash flow ✔️ Where your money is actually going ✔️ How to fix cash flow gaps and improve financial health 🔔 Subscribe for more financial insights! ⏱️ Chapters 00:00 - Introduction: Profit vs. Cash Flow ...

📊 Budgeting vs. Forecasting: Why Your Business Needs Both | Full Send CFO 🔔 Subscribe for more CFO insights & financial strategies! 📢 Are you treating budgeting and forecasting as the same thing? Many business owners do—and it’s a costly mistake. In this episode, we break down: ✔️ The key differences between budgeting & forecasting ✔️ How CFOs use them together to drive business success ✔️ Why budgets are static, but forecasts must be updated ✔️ How to build a simple budget & ro...

How to Use a Line of Credit the Right Way | Full Send CFO 🔔 Subscribe for more CFO insights & financial strategies! 📢 A line of credit can be a powerful tool for cash flow management—but only if used correctly. In this episode, we cover: ✔️ What a line of credit really is (and what it isn’t) ✔️ The best times to use it for growth without risking financial strain ✔️ Biggest mistakes businesses make with lines of credit ✔️ How to manage it like a CFO for long-term success ⏱️ Chapters 00...

🏦 How to Choose the Best Business Bank | Full Send CFO 🔔 Subscribe for more CFO insights & financial strategies! 📢 Choosing the right business bank is more than just convenience—it’s about optimizing cash flow, fees, and growth potential. In this episode, we cover: ✔️ The biggest mistakes business owners make when selecting a bank ✔️ Key factors CFOs consider when choosing a banking partner ✔️ Best banking options for small and growing businesses ✔️ How to avoid hidden fees and cash flo...

Financial statements aren’t just for tax season—they’re the roadmap to smarter business decisions. In this episode of Full Send CFO, we break down how your P&L, balance sheet, and cash flow statement provide critical insights that drive growth, profitability, and strategic moves. Learn how to read between the numbers and use financial statements as a tool, not just a report. In this episode, we cover: How each financial statement tells a different part of your business storyThe key metric...