CFO Weekly

Personiv
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Jul 25, 2023 • 36min

Digital Assurance and Business Transparency with Mark McCaffrey

CFOs are key drivers in business growth, leading innovation, and making strategic decisions. With the digital age comes a wave of data, and it's up to CFOs to sort through and translate it into insights for their companies. But even as data and tech take the front seat, CFOs can't overlook the human side of their role. They need to manage emotions, build strong relationships, and encourage fresh thinking. To shed more light on this topic today, we have Mark McCaffrey, CFO at GoDaddy.Mark has more than two decades of experience at PwC, where he held diverse roles within the Technology, Media, and Telecommunications sectors. Throughout his career, Mark has been dedicated to serving clients primarily in the technology and media sectors, with a particular emphasis on helping organizations enhance their digital capabilities. Mark also holds the prestigious position of President Of The Board Of Directors at Kristi Yamaguchi's Always Dream Foundation.In this episode, we discuss:How can finance leaders balance data and gut feeling effectively?Why are digital assurance and transparency important to a CFO?How can CFOs foster an environment of experimentation?What does it take to approach finance to operations?Learn more about Mark:Mark McCaffrey on LinkedInGoDaddy WebsiteKristi Yamaguchi's Always Dream WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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Jul 18, 2023 • 31min

E-commerce Cash Flow Masterclass with Matt Putra

With the rise of online shopping and its global reach, entrepreneurs are increasingly drawn to the e-commerce industry to exploit its vast potential. However, many e-commerce businesses overlook a critical aspect of their operations: cash flow management, which is crucial for the long-term sustainability and success of any business. To shed light on this topic, we are joined by expert Matt Putra.Matt is an accomplished Fractional CFO specializing in eCommerce companies and agencies. With an impressive portfolio that includes Eightx, Tru Earth, The Turmeric, Lusomé, and BiBADO, he has consistently provided priceless financial expertise to help these businesses prosper. In addition to his role as a Fractional CFO, Matt is also a Co-Owner and holds the positions of CFO and COO at Keep Nature Wild.In this episode, we discuss:Optimizing your cash flowEffective financing strategies for e-commerce brandsBalancing cash reserves and growth investmentsCommon mistakes and best practices for managing your cash flowKey metrics for e-commerce cash flow managementCreating realistic and accurate forecastingLearn more about Matt:Matt Putra on LinkedInMatt Putra on InstagramEightx WebsiteTru Earth WebsiteThe Turmeric WebsiteLusomé WebsiteBiBADO WebsiteKeep Nature Wild WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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Jul 11, 2023 • 45min

Financial Planning 101 for College Students with Stephen Heath

Education extends beyond the simple acquisition of knowledge. Its core function is to empower individuals, facilitating their journey to reach their full potential and equipping them with the vital tools and skills necessary to capably handle life's challenges. However, there appears to be a gap in this empowerment when we consider financial education, particularly among college students. To assist them in making more informed financial decisions, we invited Stephen Heath onto this episode of CFO Weekly.Stephen is a full-time Accounting Professor at the College of San Mateo (CSM), teaching Personal Financial Planning and several related accounting courses. He is also a Certified Public Accountant (CPA), Accredited in Business Valuation (ABV), and a Certified Financial Forensic Analyst (CFF) with over twenty-five years of career in accounting. Before Stephen started teaching full-time at CSM, he was a director at the Berkeley Research Group for almost a decade.In this episode, we discuss:The importance of financial empowerment among college studentsHow can college students build pathways to meaningful careers?Making informed financial choicesWhat resources can students use to further develop their personal financial planning skills outside the classroom?Learn more about Stephen:Stephen Heath’s WebsiteStephen Heath on LinkedInStephen Heath’s BookCollege of San Mateo WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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Jul 4, 2023 • 35min

Making Finance a Business' Beating Heart with Sinohe Terrero

The CFO role has evolved from financial management to a strategic partnership driving business success. Integrating finance into the business operating fabric is crucial for leveraging the CFO's expertise and ensuring you embed financial considerations in decision-making. By embracing technology, enhancing financial visibility, and cultivating a culture of financial literacy, organizations can unlock the full potential of their CFOs. But how can you successfully integrate finance into your business' operating fabric? Sinohe Terrero has all the answers.Sinohe Terrero is CFO and COO at Envoy. Envoy is a workplace platform that brings together everything you need to seamlessly and securely run one workplace or a hundred. Sinohe has over fifteen years of leadership experience. He stepped into his current role as Envoy’s CFO in 2020. Before Envoy, Sinohe served as CFO and COO of Quid Inc., a big data and analytics company. At Indiegogo and Etsy, he led the finance and data teams. Sinohe holds an MBA in Finance from Baruch College in New York City.In this episode, we discuss:What is Envoy, and how does it power up productive workplaces and strategic growth?Why should CFOs make finance an integral part of the business's operation?How do the current tech industry headwinds and events empower businesses and finance integration?What changes should happen within the CFO role once finance becomes part of the business operating fabric?How will the CFO role transform once finance becomes integrated into the business operating fabric?Learn more about Sinohe:Sinohe Terrero on LinkedInEnvoy’s WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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Jun 27, 2023 • 24min

Strengthening Your Business Operating Fabric with Dan DeGolier

As a vigilant business owner, your constant pursuit revolves around enhancing your company's performance and profitability. While you diligently attend to marketing, sales, and operations, one crucial aspect deserving undivided attention is finance. Effective financial management is a pivotal element for the sustained success of any business. In this context, we delve into the significance of making finance part of the businesses' operating fabric with Dan DeGolier.Dan is an accomplished financial leader with a wealth of expertise spanning over three decades. He possesses a deep-rooted enthusiasm for collaborating with entrepreneurs and high-growth enterprises, aiding them in comprehending their financial landscape, optimizing cash flows, and securing the necessary capital to unlock their ultimate potential. In 2011, Dan established Ascent CFO Solutions, an innovative platform that offers fast-growing companies the opportunity to engage with an experienced Chief Financial Officer on a part-time and flexible basis.In this episode, we discuss:When should you bring in a fractional CFO, and when it's time to switch over to that full-time?How to make finance a part of the businesses' operating fabricHow does Ascent CFO Solutions help businesses integrate finance into their operating fabric?Innovative cash strategies for sustained growthHow can a business forecast when it's so difficult to see what the future holds?Learn more about Dan:Dan DeGolier on LinkedInAscent CFO Solutions WebsiteFor further information, email them at info@ascentcfo.comEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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Jun 20, 2023 • 31min

How to Protect Sensitive Information in the Remote Work Era with Ben Chrnelich

In this episode of CFO Weekly, Megan Weis speaks with Ben Chrnelich, President and Chief Financial Officer at Symphony, about cybersecurity, record management, and monitoring issues stemming from remote work. We discuss how Symphony has put measures into place to accommodate remote working whilst still protecting from cyber security breaches, reasons for the recent explosion of cyber threats, and why CFOs need to maintain constant awareness of the potential threats their organization is facing at any given time.Ben has spent his career focused on enabling trading organizations to utilize technology that drives efficiency and productivity. Having spent the last two decades in several financial and management leadership roles at organizations such as Charles Schwab, Lehman Brothers, and the New York Stock Exchange, Ben now works at Symphony, a capital markets platform focused on market infrastructure collaboration workflows and provides a community capability to all professionals working in financial services and capital markets. He is also the current Co-Owner of Real Central NJ Soccer.In this episode, we discuss the following topics:The new cybersecurity challenges faced by financial services companies amidst the shift to remote workingReasons for the recent explosion in cyber threatsAdvice to CFOs to protect their organizations from cybersecurity breachesLearn more about Ben:Ben Chrnelich on LinkedInSymphony on LinkedInEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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Jun 13, 2023 • 30min

The Importance of a Sound Financial Strategy in Your Wealth Management with Elliot Kallen

In this episode of CFO Weekly, Megan Weis speaks with Elliot Kallen, President of Prosperity Financial Group, about the importance of having a sound financial strategy in your wealth management. We discuss the difference between fee-based and commission-based financial planning, common emotion-based mistakes clients make, and predicting where the markets are headed. Elliot also touches on how wealth management is evolving based on changes in generational needs and the role of AI in wealth management.Elliot Kallen is a leader who brings over thirty years of passion and robust entrepreneurial business ownership experience to his elite financial planning & advising practice. He has built international organizations, been the CEO of two other companies before forming Prosperity Financial Group, and is a frequent keynote speaker at charities, podcasts, and radio shows. He speaks on various topics, including motivation, leadership, charitable work, marketing, and different financial subjects.In this episode, we discuss the following topics:Common emotion-driven mistakes made by clientsPredicting the markets, art or science?The role of AI in advisory servicesThe role of resilience in the success of an entrepreneurLearn more about Elliot:Elliot Kallen on LinkedInProsperity Financial Group Inc. WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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Jun 6, 2023 • 28min

The ESOP Effect: Empowering Employees and Transforming Businesses with Adanma Akujieze

Welcome to another episode of CFO Weekly with Adanma Akujieze, the esteemed Chief Financial Officer at Larson Design Group. Today, we dive deep into the world of employee stock ownership plans, also known as ESOPs. Adanma unpacks how this unique model transforms employees into business owners, the intricacies of transitioning a business into a 100% ESOP-owned company, and the challenges and opportunities of being an ESOP company.Adanma is a proven leader and dynamic thinker, guiding Larson Design Group through the financial data needed for drawing meaningful conclusions and making critical business decisions. As a co-administrator of the firm's ESOP, she works to ensure that current and future objectives are well aligned with its obligations towards its valued employees. Adanma is also a Certified Public Accountant, a Certified Information Systems Auditor, and a Certified Internal Auditor.In this episode, we discuss:What is an employee stock ownership plan (ESOP)?How does an ESOP empower employees as business owners for a secure retirement?How can a business transition to 100% ESOP ownership?What are the challenges and opportunities of an ESOP company?How can you balance the interests of the ESOP participants with the company's financial goals?Learn more about Adanma:Adanma Akujieze on LinkedInLarson Design Group WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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May 30, 2023 • 32min

Striking and Maintaining the Right Board Balance with Inder Singh

A company's board includes individuals with various backgrounds and beliefs. So maintaining the right balance with your board is a nuanced dance that lies at the heart of successful governance in an organization. It's a dynamic interplay that influences an organization's overall health and effectiveness and involves ensuring a mutual relationship based on trust, respect, and communication. However, striking that balance is the real challenge. Lucky for us, Inder Singh shares his insight about the topic.Inder is an accomplished financial executive with an extensive background in strategic financial planning, corporate finance, and risk management. He is currently a Board of Directors Member of Wiley, IonQ, and Affinity Federal Credit Union. Some of his previous roles include Chief Financial Officer and EVP at Arm, Chief Financial Officer and SVP at Unisys, Managing Director of Equity Capital Markets at SunTrust, Senior Vice President of Finance and Strategy at Comcast, and Vice President of Corporate Financial Strategy and M&A at Cisco.In this episode, we discuss:How can you secure a board seat?Striking balance within the boardHow can CFOs cultivate trust and maintain positive relationships with the board of directors?The role of transparency in managing board expectationsLearn more about Inder:Inder Singh on LinkedInWiley WebsiteIonQ WebsiteAffinity Federal Credit Union WebsiteU.S. Department of Homeland Security WebsiteEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so
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May 23, 2023 • 34min

Unlocking Business Success: Essential Steps for Every Aspiring Entrepreneur with Danielle Hayden

Starting a business can be an exhilarating journey, but it also comes with multiple financial responsibilities. For every aspiring business owner, there are key financial steps that lay the foundation for success, such as creating a budget and managing finances effectively, paying taxes correctly to avoid any legal repercussions, preparing for unexpected expenses or financial setbacks, and utilizing financial data to make informed decisions that can drive growth and sustainability. Today, we explore these key financial steps and provide actionable insights for beginning business owners to navigate the financial aspects of their entrepreneurial journey with Danielle Hayden.Danielle is a reformed corporate CFO on a mission to help entrepreneurs understand their numbers to gain the confidence needed to create sustainable profits. After spending ten-plus years in the boardroom as a corporate finance officer, she is now in her sweet spot as the CEO of Kickstart Accounting, where she helps business owners with bookkeeping, financial analysis and education. Danielle is also the author of The Profit Planner book series and host of the Entrepreneur Money Stories Podcast.In this episode, we discuss:Separating personal and business financesBuilding a strong money teamUsing financial data to make informed business decisionsPreparing for financial setbacksLeveraging bookkeeping for future successLearn more about Danielle:Danielle Hayden on LinkedInKickstart Accounting WebsiteThe Profit Planner Book SeriesEntrepreneur Money Stories PodcastEpisode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on how to follow, rate, and review CFO-Weekly are here.Episode resources:Personiv's WebsitePersoniv on LinkedInPersoniv on FacebookPersoniv on TwitterIf you enjoyed this episode, then please either:Follow, rate, and review on Apple PodcastsFollow on SpotifyInstructions on following, rating, and reviewing CFO Weekly are here.Previous guests include: Tom McDermott, CFO at Career Certified, Claire Bramley, CFO at Teradata, Chris Miles, Founder of Money Ripples, Ranil DeSilva, CFO & COO at CARE, Jordan Grumet, Financial Independence Expert & Host of Earn & Invest & William Washington, Global CFO at Baker McKenzieCheck out some of our most recent episodes:Driving Value Beyond Finance with Tom McDermottWhy CFOs Are the Chief Everything Officers with Claire BramleyWhy Traditional Financial Advice Fails and What To Do Instead with Chris MilesNGO Finance Secrets: CARE’s $900M Strategy with Ranil DeSilvaWhat Lights You Up? with Jordan GrumetBecome a Lean Six Sigma Master Black Belt with William WashingtonIf you are interested in joining CFO Weekly as a guest, please complete this form: fame.so/cfo-guestCFO Weekly is handcrafted by our friends over at: fame.so

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