Call To The Bullpen
Call To The Bullpen
Beyond the Bookkeeper: Building Financial Infrastructure That Scales
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Most growing businesses hit the same wall: they've got a bookkeeper in QuickBooks and a personal CPA, and they assume that's enough. It isn't.
In Episode 15 of Call to the Bullpen, Clint Overton and Ted Stann unpack why scaling startups and multi-generational family businesses chronically under-invest in their financial fundamentals — and what it costs them when a line of credit, a debt raise, or a strategic partner is suddenly on the line.
They walk the crawl-walk-run path from bookkeeper → operational accounting → controller → CFO, explain why top-line revenue never equals cash flow, and share a real client story: a $13M business whose founder was losing sleep over his cash position while his books claimed 10% net income. Plus the two practical habits and five financial metrics every owner should have at their fingertips — whether they're a $1M, $13M, or $50M business.
The throughline: invest early and often in your finance and accounting infrastructure, so that when you knock on the door of someone you want money from, you make it easy for them to say yes.
🎙 Hosts: Clint Overton & Ted Stann
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