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Think Like A CFO: How To Review Your Quarterly, and Plan For Growth
Manage episode 479777055 series 3650576
Content provided by Joy Lutz, CPA, CTP, Joy Lutz, CPA, and CTP. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Joy Lutz, CPA, CTP, Joy Lutz, CPA, and CTP or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://podcastplayer.com/legal.
In this episode, Joy breaks down what it means to think like a CFO and how to bring that mindset into your business planning. She walks through how to thoughtfully reflect on the past quarter—what worked, what didn’t, and what you can learn from it—to make smart, forward-thinking decisions.
You'll hear how to shift from being a reactive business owner to a proactive one by identifying problems early, creating intentional strategies to address them, and building in time for reflection. Joy also shares real-world examples of how we guide clients through this process at Aligned CPA to set them up for sustainable growth.
Whether you’re heading into Q2 or Q4, this is your roadmap to confident, strategic planning.
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