1
00:00:00,000 --> 00:00:07,560
Where would you say that this vision of building this culture and essentially your business come from?

2
00:00:09,000 --> 00:00:11,360
Yeah, it's a great question. I I

3
00:00:12,480 --> 00:00:18,880
actually searched for these types of services when I was when I was in a role where I really needed them and

4
00:00:19,560 --> 00:00:22,400
a quick backstory about me is I

5
00:00:23,120 --> 00:00:27,800
was in a situation where it was such a blessing and disguise but a

6
00:00:27,800 --> 00:00:34,240
CFO that was kind of over that I had to report to was left a position

7
00:00:35,400 --> 00:00:43,100
with only you know, two or three months of my time being here and so a lot of the the CFO type of responsibilities

8
00:00:43,320 --> 00:00:47,080
Kind of fell to me in that in that moment and I had to learn quickly

9
00:00:47,080 --> 00:00:49,960
and so there were about three different service offerings that I

10
00:00:50,480 --> 00:00:54,720
Shopped for along the way in terms of my training over the years

11
00:00:54,720 --> 00:01:00,360
and the first one being you know, a bookkeeping company that really sent me a

12
00:01:01,000 --> 00:01:05,360
they said they did CFO services and their CFO services was a

13
00:01:06,800 --> 00:01:11,800
it was a management report that was just spit out from QuickBooks and they took the

14
00:01:11,840 --> 00:01:20,040
Financial data and put it into their spreadsheet and then they sent me an email and said here's your management report with no analysis with no

15
00:01:20,880 --> 00:01:23,600
Here's how we get from A to B. Here's here

16
00:01:23,600 --> 00:01:30,400
You know, we're restructuring X Y and Z to make this more, you know strategic or make more efficient from an operational standpoint

17
00:01:30,400 --> 00:01:32,880
And so what that what that felt was?

18
00:01:32,880 --> 00:01:38,880
Well, this is not very helpful for me to really grow my business, but it came with the title of the CFO

19
00:01:38,880 --> 00:01:43,920
so that was one before we moved on from them then I went to a CPA firm and

20
00:01:44,680 --> 00:01:48,820
The CPA firm was was great in terms of the taxes

21
00:01:48,820 --> 00:01:55,400
But at the end of the day, it was really hot, you know controller work, which they were helping me achieve

22
00:01:55,400 --> 00:02:01,120
And so well, it was very helpful from a controller standpoint. They helped a lot of the efficient processes

23
00:02:01,800 --> 00:02:06,160
There were still lots of question marks around. Well, how do we how do we grow this business?

24
00:02:06,160 --> 00:02:11,840
How do we take what we have and go into this different market and you know some

25
00:02:12,280 --> 00:02:17,940
Larger strategic questions that were looming and found that they weren't able to help that much either

26
00:02:17,940 --> 00:02:22,020
and then lastly I we hired a CFO coach who

27
00:02:23,500 --> 00:02:28,460
Was great technically but oftentimes showed up with hey

28
00:02:28,460 --> 00:02:32,180
What do you want to talk about today and there was nobody really driving this?

29
00:02:32,180 --> 00:02:37,140
And so what I found is that in my search of these services I

30
00:02:37,860 --> 00:02:38,900
found

31
00:02:38,900 --> 00:02:44,900
Not that they may not exist but that there was a hole in the market for small business owners

32
00:02:44,900 --> 00:02:49,900
Where there's just this massive gap and that we find that so many of these people

33
00:02:50,620 --> 00:02:55,900
These small business owners, they can't afford to go out and hire a full-time CFO

34
00:02:57,420 --> 00:02:58,580
and

35
00:02:58,580 --> 00:03:04,420
You know, they they oftentimes feel like they're they go to their CPA or they go to their

36
00:03:05,420 --> 00:03:11,780
Their bookkeeper and they're asking for help and they find that the while they're great at their roles

37
00:03:11,780 --> 00:03:17,100
They're more focused on the past and everything that they the business owner wants is in the future

38
00:03:17,100 --> 00:03:21,940
And so how do you marry these two and they find that you know these vendors?

39
00:03:23,180 --> 00:03:30,260
That's not their job and that's not their role. And so we've created our suite of services so that

40
00:03:31,740 --> 00:03:39,940
business owners can really understand how their goals in the future can be mapped to what is happening in the financial

41
00:03:39,940 --> 00:03:45,860
And how we create a roadmap to get from where they are today to where they want to be at an affordable price point

42
00:03:45,860 --> 00:04:10,460
So you're getting the value of high-level strategic thought at a fraction of the cost?

