We’ve officially hit Episode 21! and to celebrate, I’m unpacking 10 of the most powerful financial lessons from our last 10 episodes. No fluff, no filler, just the core insights that have resonated the most with founders, CEOs, and small business leaders.

From pricing and forecasting to burn rate and profitability, this recap episode brings you the highlights AND the context, so you walk away with real takeaways you can apply to your business today.

Thanks for listening. Your financial edge starts HERE

our pricing says more about your business than you think. In this episode of The CFO Edge, we dive into how pricing shapes your brand, signals value to customers, and directly impacts how investors assess your company.

Whether you’re underpricing to stay “competitive” or unsure how to raise your rates, this conversation will help you reframe pricing as a strategic decision not just a number.

💼 Need help building a pricing strategy that reflects your true value? Connect with me HERE

Thanks for listening. Your financial edge starts HERE

Setting prices isn't just about covering your costs—it's about building healthy margins, protecting profits, and fueling your growth. In this episode of The CFO Edge, we dive into the fundamentals (and blind spots) of pricing strategy that too many founders overlook.

🔍 You’ll learn:

• The difference between margin and markup—and why that matters
• How to set prices that align with your costs and growth goals
• What inflation and rising costs mean for your pricing strategy
• Common pricing traps founders fall into (and how to avoid them)

🎯 Whether you're just starting out or reevaluating your pricing model, this episode will help you charge with clarity and confidence.

Thanks for listening. Your financial edge starts HERE

Growth is exciting—until your systems start breaking under pressure.

In this episode, we unpack the financial foundations every growing business needs. From setting up simple workflows and choosing the right tools, to building a usable forecast and knowing when to level up your finance team—this is your roadmap to scaling with confidence.

You’ll learn:

✅ Why structure beats software
✅ How to build a forecast you’ll actually use
✅ Tools that grow with you (not slow you down)
✅ The rhythms successful businesses rely on
✅ When it’s time to upgrade your financial support

If you’ve been running on spreadsheets and duct tape, it’s time to build a system that supports your growth—not stalls it.

🎧 Tune in and future-proof your finances.

Thanks for listening. Your financial edge starts HERE

Are you truly aware of what it costs to run your business? In this foundational episode of The CFO Edge, we break down the hidden truths behind startup cost structures.

You’ll learn:

• The difference between fixed and variable costs—and why it matters
• How to allocate costs across products, services, and team
• How to factor in founder time and sweat equity
• Red flags that signal your cost structure isn’t scalable
• Why understanding your costs is key to smart pricing and growth decisions
  
  

🎯 Whether you're pre-revenue or scaling fast, this episode helps you rethink expenses from a strategic CFO lens—so you can grow smarter, not just faster.

Thanks for listening. Your financial edge starts HERE

Too many startups chase every opportunity—until they burn out or stall out.

In this episode of The CFO Edge, we walk through a proven strategic planning framework that helps founders prioritize the right growth bets—based on cost, effort, timing, margin, and more. If you’ve ever felt pulled in too many directions, this one’s for you.

📥 Grab the Free Growth Bets Prioritization Framework HERE to start growing smart—not scattered.

Thanks for listening. Your financial edge starts HERE

When it comes to pitching your startup to investors, your financial projections can make or break the deal.

In this episode of The CFO Edge, we break down the two core forecasting methods—top-down and bottom-up—and show you how to use them the right way in your investor pitch. Too often, founders rely on big market numbers without connecting the dots back to their own execution. That’s where trust breaks.

🎯 By the end of this episode, you’ll know:

• The difference between top-down and bottom-up forecasting (and why both matter)
• Which one investors trust more (hint: it's the one grounded in reality)
• How to avoid the biggest forecasting mistake early-stage startups make
• What smart investors look for in your projections and assumptions

If you’ve ever struggled to explain how your startup gets from $0 to $10M, this episode is for you.

📊 Ready to stop guessing and start forecasting with confidence? Tune in now.

Thanks for listening. Your financial edge starts HERE

Every founder hits this crossroad: grow fast or grow smart?

In this episode of The CFO Edge, we're diving into real startup case studies to break down how top-performing startups managed to scale without sacrificing financial health. If you've ever wondered how to hit your growth targets while still keeping your burn rate in check—this one's for you.

This is your no-fluff guide to scaling sustainably—with the numbers to back it up.

💡 CFO Pro Tip: Growth without profitability isn’t impressive—it’s risky. Let’s change that.

🎧 Tune in now and stop chasing growth that drains your future.

Thanks for listening. Your financial edge starts HERE