In this episode, Roman breaks down how to read your P&L, balance sheet, and cash flow statement like a CFO—so you can make smarter decisions, spot red flags faster, and grow your business with confidence.

Want to get crystal clear on your business finances and finally scale with confidence? Go here: https://www.thefullsend.com

Full Send is an accounting firm built for growing SMBs.

We don’t just handle your books; we help you build financial clarity, cash flow confidence, and systems that scale.

From tax strategy to fractional CFO services, we’re the partner that helps you grow profitably.
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Most business owners stare at their financial reports with more questions than answers.

Whether you’re dealing with profit swings, confusing cash flow, or strange account balances, this is your crash course on turning numbers into strategic insights.
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🔔 Subscribe to our channel for additional tips and insights!

Thanks for listening! Come Say Hi!

Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

🎯 Why Most Pitch Decks Fail Without This | Full Send CFO

💡 You spent 40 hours on your pitch deck… but only 4 minutes on your balance sheet.
Bad news: investors are more interested in your financials than your fonts.

In this episode of Full Send CFO, we break down:
• Why messy financials kill deals (even with a beautiful deck)
• The 4-step financial prep playbook before raising capital
• How to build investor-ready financials that actually get funded
• What founders get wrong about KPIs, forecasts, and capital strategy

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⏱️ Chapters

00:00 – Why Pretty Pitch Decks Don’t Raise Capital
00:30 – The Truth About Fundraising: Your Numbers Matter Most
01:20 – Problem: Most Founders Can’t Answer Basic Financial Questions
02:00 – Investors Want Proof, Not Just Potential
02:45 – The Consequences of Poor Financial Preparation
03:10 – ✅ Step 1: Clean Up Your Financials (P&L, Balance Sheet, Cash Flow)
04:00 – ✅ Step 2: Build a 12-Month Model (Focus on Assumptions + Burn)
06:00 – ✅ Step 3: Know Your KPIs Cold (CAC, LTV, Margin, Retention)
07:00 – ✅ Step 4: Map Your Capital Strategy (How Much, Why, and What If You Don’t Raise)
08:30 – How to Handle “What If You Had $0” Questions from Investors
09:00 – Spreadsheets Over Slides: Show Me, Don’t Just Tell Me
09:30 – Final Takeaway: Investors Don’t Invest in Decks. They Invest in Proof.

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💡 Key Takeaways

✔️ 65% of Early-Stage Investors Say Messy Financials Are a Dealbreaker
Don’t lose a deal over unclear numbers. Audit your financials before the pitch.

✔️ The 4-Step Pre-Fundraising Financial Prep Playbook
1. Clean Historical Financials: 24 months of clean P&L, Balance Sheet, and Cash Flow
2. 12-Month Forecast: Focus on cash burn, runway, and capital deployment
3. Master Your KPIs: Know metrics like CAC, LTV, Gross Margin, Retention cold
4. Capital Strategy: Why this amount? Why equity vs debt? What if you don’t raise?

✔️ Design Isn’t a Substitute for Data
An investor-ready spreadsheet builds more trust than any template or AI-enhanced slide deck.

✔️ Demonstrate, Don’t Just Declare
Investors are from the “Show Me State.” They want proof, not projections without support.

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📌 Next Steps
• Review your P&L and clean it up.
• Build a 12-month cash model with clear assumptions.
• Prep for questions like: “What’s your CAC?” “What happens if you don’t raise?”
• Forward this to your co-founder, CFO, or accountant. They need to hear it too.

🔗 Learn more at thefullsend.com

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#FundraisingTips #StartupFinance #FullSendCFO #SeriesA #CFO #FinancialModeling #RaiseCapital #VentureCapital

Thanks for listening! Come Say Hi!

Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel

📊 Why Your Fractional CFO Should NOT Be Doing Your Accounting | Full Send CFO Podcast

👉 Are you using a Ferrari to deliver DoorDash? That’s what it’s like when your fractional CFO is stuck doing bookkeeping and reconciliations instead of strategic financial planning.

In this episode of Full Send CFO, we break down:

• What a CFO should actually be doing
• Why mixing accounting and CFO work can hold your business back
• How to build the right financial team stack for scale
• How to tell if you’re wasting money on the wrong financial setup

⏱️ Chapters

01:10 – CFO as Strategic Partner, Not Bookkeeper

01:45 – What a Fractional CFO Should Focus On

02:15 – What a Fractional CFO Should Not Be Doing

04:15 – Bookkeeping, Controllers, and CFOs: Defined

05:30 – Who Should Be Steering the Financial Ship?

07:10 – Real Example: Margins Drop, Who Solves It?

08:00 – Mistakes to Avoid: Don’t Hire One Person for Everything

09:10 – The Finance Lane vs The Accounting Lane

09:40 – Speed of Hire vs Smart Financial Structure

🧠 Ask Yourself:

• Is my CFO focused on strategy or in the weeds?
• Who’s really owning the financial systems in my business?
• Am I paying top dollar for tasks that could be delegated?

📌 Subscribe to Full Send CFO for more financial leadership insights that help your business grow with clarity and confidence.

Thanks for listening! Come Say Hi!

Full Send | Accounting & Data

LinkedIn: Roman Villard, CPA
X: @FullSendCPA
YouTube: Full Send - Accounting & Data
Data Podcast: Data Fuel