How To Include Financial Strategy In Your Quarterly Plan with Carla Titus

Female Founders Breaking Boundaries

Jun 16 2022 • 52 mins


Often times financials are an afterthought when it comes to strategic planning but in reality, they are an integral factor in every decision you make in your business. This week’s episode 60 of Female Founders Breaking Boundaries is about how to include financial strategy in your quarterly plan!

Have you ever felt like you were WAY too busy, stressed out, burnt out, and overwhelmed so you were advised to delegate some tasks to take things off your plate and free up some time? Except, maybe it didn't work. If getting out of the day-to-day in your business was as simple as hiring more people, then why are you still feeling overwhelmed and burned out? You are not alone! Sometimes, simply delegating tasks doesn’t work and instead shifts your workload from “doing” to “managing.”

I invite you to use the exercise that our own C-Suite clients use to take the first step in turning your team into a well-oiled, self-managed machine- and get you out of the delegation catch 22. Download the exercise here to get started!

In this episode of Female Founders Breaking Boundaries, my guest, Carla Titus shares the importance of feeling empowered over your finances as a business owner and actionable steps you can take right now to start financial planning on a regular basis so you can make informed business decisions when it comes to your money. Some of the things Carla and I cover in this episode are:

  • The differences between an accountant and a CFO- and why you need both!
  • How to bring financial strategy support into your business without bringing on a full-time hire.
  • The benefits of looking at your cash flow statements alongside your profit and loss statements on a regular basis.
  • Understanding the rank of priorities of where you should allocate the profits you make.
  • How to get started implementing a fractional CFO into your business.

You may be able to do all of the financial organization and planning yourself but it comes as an opportunity cost when your time could be better spent doing revenue-generating activities instead.

Thanks for listening! Be sure to tune in to all the episodes to receive tons of tools, advice, resources, support, and encouragement that resonates with the modern business woman and to hear even more about the points outlined above.

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Learn more about Female Founders Breaking Boundaries and Casey at https://she-suiteboutique.com/podcast/

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LINKS MENTIONED IN THIS EPISODE

Female Founders Breaking Boundaries: A Simple Strategy to Pay Yourself First

Female Founders Breaking Boundaries: Shifting From a “Doing” Mindset to a “Thinking” Mindset