The Financial Compass: Navigating Business Success with a Fractional CFO
Manage episode 480904553 series 2980277
Rosco Graves, founder and CEO of Polaxis, shares his journey from corporate finance to entrepreneurship and explains how fractional CFO services can transform small business operations and profitability.
• Building trust with clients starts with understanding their unique needs and personalities
• The value of storytelling in financial services—translating numbers into meaningful narratives
• Why "you don't know what you don't know" can be the biggest threat to your business
• How fractional CFO services provide Fortune 500 financial expertise to small and medium businesses
• The importance of having finance professionals involved in business decisions before problems arise
• Common financial blind spots that cost business owners thousands
• The transition from corporate mindset to entrepreneurial thinking requires deliberate reprogramming
• Starting with a $50 client and growing to serve businesses across multiple industries and states
• The power of combining technical expertise with strong communication skills
• Financial professionals who can tell you things you need to hear, not just what you want to hear
• The realistic risks of entrepreneurship versus corporate employment
Check out Polaxis and connect with Rosco at polaxis.co or email [email protected] to learn how his team can help your business make better financial decisions and achieve greater profitability.
From the Zoo to Wild is a book for entrepreneurs passionate about home services, looking to move away from corporate jobs. Chris Lalomia, a former executive, shares his path, discoveries, and tools to succeed as a small business owner in home improvement retail. The book provides the mindset, habits, leadership style, and customer-oriented processes necessary to succeed as a small business owner in home services.
Chapters
1. Embracing Business Mistakes (00:00:00)
2. Small Business Safari Introduction (00:00:53)
3. Meet Roscoe Graves of Plaxis (00:02:26)
4. Building Trust with Clients (00:04:26)
5. Understanding Fractional CFO Services (00:11:01)
6. The Leap into Entrepreneurship (00:18:01)
7. Growing a Client Base (00:25:28)
8. The Famous Four Questions (00:39:31)
9. Episode Wrap-Up (00:46:08)
228 episodes