
What You Need to Know About Your Business Finances | Carlos Sava | Show 76

Audio Podcast
What You Need to Know About Your Business Finances | Carlos Sava | Show 76
What You Need to Know About Your Business Finances
On this episode of The Inside BS Show, Dave Lorenzo Interviews Carlos Sava, a fractional CFO and advisor to business owners. Carlos and Dave have a lively discussion about the finances of a business and what you need to know to run your business efficiently.
Timestamps:
00:00 – What You Need to Know About Your Business Finances
01:12 – How did Carlos become an outsourced CFO?
03:25 – What is Carlos Sava’s competitive advantage?
04:40 – What are the differences between an interim CFO, a financial consultant, and a fractional CFO?
06:20 – Who does a CFO need to connect with in order to help companies?
08:34 – How does a fractional CFO’s schedule work?
10:27 – How did Carlos deal with the pandemic?
12:31 – What do CFOs wish their CEOs knew about their financials?
19:17 – Who is the perfect client for a fractional CFO?
22:39 – Which clients aren’t a suitable fit for fractional CFO?
23:41 – How does a CFO collaborate with an accounting firm?
24:46 – What is the competitive market like for fractional CFOs?
Carlos Sava Principal and CFO Pro CFO Partners (608) 338-5112 carlos.sava@procfopartners.com https://procfopartners.com/ https://www.linkedin.com/in/cpsava/
About Carlos Sava
Carlos is a Principal and CFO with ProCFO Partners, serving as a fractional CFO and advisor to mid-sized businesses between $5 – $50 million in revenue. In particular, Carlos works with companies that are focused on building long-term value through business acquisitions and/or a planned sale/succession transaction. Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT. His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses, private equity firms, and publicly traded companies, Carlos understands how to manage stakeholders, determine and create value, and get deals done. By working internally, as an investor, and as an advisor, he understands key metrics, qualitative considerations, and valuation. Carlos takes a long-term approach to build sustainable value by focusing on business strategy, return on investment, and process development and efficiency. He founded Clarendon Capital Management (investment management firm), Clarendon Search Partners (search fund), and was a founding member of an artificial intelligence investing service. Carlos began his career in investment banking, where he completed nearly $2 billion in capital raising and M&A transactions. Carlos earned his BBA in Accounting and Finance from the University of Wisconsin-Madison. He holds a Certified Public Accountant (CPA) license and is a CFA charter holder.
📺Watch and Enjoy!
Know Someone That Might Like This? Why Not Share The Post!
Other Podcasts You Might Enjoy
The Right Way to Plan Your Estate and Gifts to Charitable Institutions | Jennifer Abelaj | Show 97
Audio Podcast The Right Way to Plan Your Estate and Gifts to Charitable Institutions This show is important for anyone who cares about his/her family. Today Dave Lorenzo has a conversation with Jennifer Abelaj, an New York Estate Planning Attorney. Join us!...
How to Build a Personal Brand | Susan Sharp | Show 96
Audio Podcast How to Build a Personal Brand On this episode of The Inside BS Show, Dave Lorenzo interviews Susan Sharp, an artist, author, and professional speaker. The focus of today's show is how Susan built a successful and resonant personal brand. Timestamps:...
How to Build a World Class Call Center | Richard Blank | Show 95
Audio Podcast On this episode of the Inside BS Show, Dave Lorenzo interviews Richard Blank, the owner of a call center in Costa Rica. Timestamps: 00:00 - How to Build a World-Class Call Center01:02 - What are the unique qualities of Costa Rica?03:01 - How well does...