What You Need to Know About Your Business Finances | Carlos Sava | Show 76
What You Need to Know About Your Business Finances
On this episode of The Inside BS Show, Dave Lorenzo Interviews Carlos Sava, a fractional CFO and advisor to business owners. Carlos and Dave have a lively discussion about the finances of a business and what you need to know to run your business efficiently.
00:00 What You Need to Know About Your Business Finances
01:12 How did Carlos become an outsourced CFO?
03:25 What is Carlos Sava's competitive advantage?
04:40 What are the differences between an interim CFO, a financial consultant, and a fractional CFO?
06:20 Who does a CFO need to connect with in order to help companies?
08:34 How does a fractional CFO's schedule work?
10:27 How did Carlos deal with the pandemic?
12:31 What do CFOs wish their CEOs knew about their financials?
19:17 Who is the perfect client for a fractional CFO?
22:39 Which clients aren't a suitable fit for fractional CFO?
23:41 How does a CFO collaborate with an accounting firm?
24:46 What is the competitive market like for fractional CFOs?
Carlos Sava
Principal and CFO
Pro CFO Partners
(608) 338-5112
carlos.sava@procfopartners.com
https://procfopartners.com/
https://www.linkedin.com/in/cpsava/
About Carlos Sava
Carlos is a Principal and CFO with ProCFO Partners, serving as a fractional CFO and advisor to mid-sized businesses between $5 - $50 million in revenue. In particular, Carlos works with companies that are focused on building long-term value through business acquisitions and/or a planned sale/succession transaction.
Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT.
His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses, private equity firms, and publicly traded companies, Carlos understands how to manage stakeholders, determine and create value, and get deals done. By working internally, as an investor, and as an advisor, he understands key metrics, qualitative considerations, and valuation. Carlos takes a long-term approach to build sustainable value by focusing on business strategy, return on investment, and process development and efficiency.
He founded Clarendon Capital Management (investment management firm), Clarendon Search Partners (search fund), and was a founding member of an artificial intelligence investing service. Carlos began his career in investment banking, where he completed nearly $2 billion in capital raising and M&A transactions. Carlos earned his BBA in Accounting and Finance from the University of Wisconsin-Madison. He holds a Certified Public Accountant (CPA) license and is a CFA charter holder.
On this episode of The Inside BS Show, Dave Lorenzo Interviews Carlos Sava, a fractional CFO and advisor to business owners. Carlos and Dave have a lively discussion about the finances of a business and what you need to know to run your business efficiently.
00:00 What You Need to Know About Your Business Finances
01:12 How did Carlos become an outsourced CFO?
03:25 What is Carlos Sava's competitive advantage?
04:40 What are the differences between an interim CFO, a financial consultant, and a fractional CFO?
06:20 Who does a CFO need to connect with in order to help companies?
08:34 How does a fractional CFO's schedule work?
10:27 How did Carlos deal with the pandemic?
12:31 What do CFOs wish their CEOs knew about their financials?
19:17 Who is the perfect client for a fractional CFO?
22:39 Which clients aren't a suitable fit for fractional CFO?
23:41 How does a CFO collaborate with an accounting firm?
24:46 What is the competitive market like for fractional CFOs?
Carlos Sava
Principal and CFO
Pro CFO Partners
(608) 338-5112
carlos.sava@procfopartners.com
https://procfopartners.com/
https://www.linkedin.com/in/cpsava/
About Carlos Sava
Carlos is a Principal and CFO with ProCFO Partners, serving as a fractional CFO and advisor to mid-sized businesses between $5 - $50 million in revenue. In particular, Carlos works with companies that are focused on building long-term value through business acquisitions and/or a planned sale/succession transaction.
Carlos Sava has more than 15 years of experience in accounting, financial, and investment roles. He is a founder, advisor, and strategic operator – working with companies across many sectors, including professional/business services, financial services, and IT.
His areas of expertise include strategic planning, financial reporting and forecasting, cash flow management, team development, and M&A. Working with sole-proprietors, family businesses, private equity firms, and publicly traded companies, Carlos understands how to manage stakeholders, determine and create value, and get deals done. By working internally, as an investor, and as an advisor, he understands key metrics, qualitative considerations, and valuation. Carlos takes a long-term approach to build sustainable value by focusing on business strategy, return on investment, and process development and efficiency.
He founded Clarendon Capital Management (investment management firm), Clarendon Search Partners (search fund), and was a founding member of an artificial intelligence investing service. Carlos began his career in investment banking, where he completed nearly $2 billion in capital raising and M&A transactions. Carlos earned his BBA in Accounting and Finance from the University of Wisconsin-Madison. He holds a Certified Public Accountant (CPA) license and is a CFA charter holder.