Ep 13: Scale Up & Beat the Downturn - Mastering Money w/ Jarrod Souza

“There’s a lot of shame around financials, so people tend to avoid it… But no, let’s confront it and put a plan in place to change it.”

On this episode of Scale Without Sacrifice, Alexys welcomes Jarrod Souza, the Founder of CFO Expertise and former CFO for Michael Hyatt. They discuss the intricacies of money management in 7-8 figure companies,  strategic planning to avoid the common pitfalls , and the overall impact on the family. 

Let’s dive in!

OVERVIEW:


(3:52) Clarity Is The Best Currency

(6:04 ) How To Make Sure You Have The Best Finance Team

(9:00 ) Supporting Clients Through Recession

(14:00) Problem Solving With Financial Models & Data

(19:48) Using Finances to Build to Exit

(28:57) The Uniqueness of Online Business

(36:46) Treating Your Family Like A Business

(42:24) Ops + Finance = Trust

(49:54) The #1 Business Expense is Your Health

(53:03) Does More Money Equal More Problems?

👉 Ready to know exactly how much you can afford to hire, plus your labor efficiency & margins? Book in a demo with Alexys — http://go.processtoprofit.net/demo

Follow Jarrod on:
- LinkedIn: https://www.linkedin.com/in/jarrodsouza/
- Facebook: https://www.facebook.com/jarrodsouzaprofile
- CFO Expertise Website: https://cfoexpertise.com/

Gamify your KPIs, remove yourself as the bottleneck, and learn how to “pulse check” your entire business (for free) here: http://go.processtoprofit.net/masterclass

If you run an online business and need help with your operations, book a 1-1 consult call with us here: http://www.processtoprofit.net/pc-book

Follow Alexys on Facebook: https://www.facebook.com/alexys.bartok

Chapters

• 3:52 Clarity Is The Best Currency
• 6:04 How To Make Sure You Have The Best Finance Team
• 9:00 Supporting Clients Through Recession
• 14:00 Problem Solving With Financial Models & Data
• 19:48 Using Finances to Build to Exit
• 28:57 The Uniqueness of Online Business
• 36:46 Treating Your Family Like A Business
• 42:24 Ops + Finance = Trust
• 49:54 The #1 Business Expense is Your Health
• 53:03 Does More Money Equal More Problems?