Latest / Kid Contractor Podcast with Caleb Auman
E740. $3 Million + Series | Carla Policastro Co-Founder Cycle CPA
Bookkeeper, CPA, or Fractional CFO: Who You Actually Need at $3M+ Caleb and Carla discuss the complexities of scaling a service business beyond the $3 million revenue mark. They emphasize that transitioning from a hands-on owner to a leader requires robust financial infrastructure, delegation, and the implementation of accountability systems. Carla highlights critical financial practices, such as capacity planning, divisional reporting, and monitoring gross profit margins to identify hidden waste. A significant portion of the conversation focuses on the value of sharing financial data with…
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