E15: Mastering Family Business Finance with Cheryl Heller

Bookkeepers, fractional CFOs, and full-time CFOs–there’s a time and place for each of these, and in this episode, Cheryl Heller helps us better understand that time and that place. In the ever-evolving world of family enterprises, financial strategy is the key to unlocking unprecedented growth and success. 

Cheryl shares her insights on how small businesses can harness the power of data-driven decision-making to soar to new heights. Discover the secrets to balancing people-centric values with objective financial analysis, and learn how to build a high-performing team that thrives in a culture of accountability and empowerment. 

[00:00] Introduction

[03:15] Three strategies for optimizing small business success

[10:00] The power of setting priorities

[15:32] Addressing people issues in small businesses

[23:02] Mastering the art of delegation

[29:11] Understanding the role of a fractional CFO

[34:24] About Strategic Board Collective

Resources Mentioned:

Strategic Board Collective

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