2022 EP #310 Cary Prejean - CFO consulting best practices

Talking with the Experts

English - June 10, 2022 00:00 - 50 minutes - 69.2 MB - ★★★★★ - 12 ratings
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Previous Episode: 2022 EP #307 Andrew Le - Process and Scale

Next Episode: 2022 EP #312 Michele Thomson - Leadership Development

CFO consulting: best practices, eliminating dysfunction and long-range strategic planning

1) Provide the owner with actionable financial data and limit his/her time to one hour per week with accounting/finance issues.

2) Eliminate dysfunction by having employees involved develop an effective procedure. Remove the owner from the process.

3) Install an ongoing strategic planning process for the owner and key players to guide the business into a desirable future.

4) Free the owner's time to do what he/she does best - bring in business and create moods of ambition, gratitude and optimism.

Cary comes from a traditional accounting background with an accounting degree and a CPA on his resume. He developed a more forward-looking philosophy of helping business owners vs the traditional "rear view mirror" accounting method. He is also a certified ontological coach which brings a unique skill set to working with business owners and their employees. He has developed the "Well Oiled Machine" process to help his clients become just that - well-oiled machines. Cary is located in Louisiana, USA but assists clients remotely and is available in the English-speaking world.

Connect with Cary:
https://www.facebook.com/cary.prejean.3/
https://strategicbusinessadvisors.org/
https://www.matchmaker.fm/podcast-guest/cary-prejean-66a873
https://www.linkedin.com/in/strategic-business-advisor-cfo-consultant-cpa-caryprejean/
https://www.facebook.com/CFOconsultingLA
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