The start of the year often comes with pressure to move fast and set big goals. But most businesses do not fall behind later in the year. They lose focus early in Q1.

This episode breaks down how the first 90 days set the foundation for the entire year. You will learn how to get clear on cash early, review recurring expenses, set realistic Q1 revenue targets, identify early financial warning signs, and align your business around what truly matters.

This is about slowing down, making intentional decisions, and starting the year with clarity instead of stress.

Links to book a conversation or join CFO Office Hours are in the show notes.

Thanks for listening. Your financial edge starts HERE

If you’ve ever built a budget in January… only to feel like it completely falls apart by March, this episode is for you.

In today’s episode, I’m breaking down how CFOs actually build annual budgets that are realistic, flexible, and designed to support growth (without making you feel stressed or restricted). We’re talking about what most founders get wrong when budgeting, and the exact steps to build a plan that works month by month — not just on paper.

You’ll learn how to:

Forecast revenue based on capacity (not wishful thinking)

Separate fixed costs from flexible spending so you stay in control

Build a monthly cash flow calendar you can actually use

Run a “reality check,” so your plan doesn’t depend on fantasy-level numbers

By the end, you’ll have a clear “money map” for 2026 that helps you make smarter decisions, stay confident through slower months, and grow without burning out.

Thanks for listening. Your financial edge starts HERE

Most founders plan for growth. Few plan for profit — and that’s why so many end up scaling revenue while their margins quietly disappear.

In this episode, we walk through the exact process CFOs use to build a profit-first operating plan for the year ahead. You’ll learn how to set targets you can actually hit, how to protect margin as you scale, and how to build a financial structure that supports growth instead of fighting it.

Inside this episode:

• How to define a realistic profit target for 2026
• The expense categories that quietly erode margin
• How to set revenue goals based on profitability, not hope
• Why founders consistently overspend in Q1 — and how to avoid it
• The CFO method for turning a plan into a profitable execution rhythm

If you want 2026 to be the year your business stops guessing and starts operating with financial confidence, this episode gives you the roadmap.

Thanks for listening. Your financial edge starts HERE