FinFactor Business Finance

Blaine Bertsch
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FinFactor Business Finance

"FinFactor," hosted by Dryrun CEO, Blaine Bertsch, brings you into the world of top CFOs and top finance professionals. Each episode features insightful interviews with industry leaders who share their expertise on managing business finances, tackling complex financial challenges, and driving organizational success.   Through engaging conversations, you'll gain valuable insights into the strategies and practices that define effective financial management. From finance technology to CFO best practices, "FinFactor" covers it all. Subscribe, follow, and like "FinFactor" to stay informed and inspired by the finance pros who are shaping the future of business. Don’t miss an episode!

Episodes

  1. NOV 6

    Marketing Strategies for CPA Firms with Apoorv Dwivedi

    In this conversation, Blaine Bertsch interviews Apoorv Dwivedi of fixer.com about marketing strategies for CPA firms. Apoorv specializes in marketing for small and mid-sized accounting firms and helps them improve their lead-generation efforts. They discuss the importance of focusing on a specific target audience and service offering, building reputation and authority, and implementing a consistent marketing plan. They also highlight the need for ongoing monitoring and execution of marke...

    26 min

  2. OCT 23

    Innovative Financing Solutions for Small Businesses with Jennifer Warawa

    In this conversation, Blaine Bertsch and Jennifer Warawa discuss innovative financing solutions for small businesses, particularly focusing on payment options available to clients of accounting firms. They explore the differences in market approaches between Australia and the US, the role of CPAs as trusted advisors, and the underwriting process involved in offering payment plans. The discussion highlights the benefits of these financing solutions for professional services and how they can he...

    20 min

  3. OCT 9

    The Benefits of Custom Automation with Wesly Hartman

    Wesley Hartman, founder of Automata Practice Development, discusses the implementation of automation in CPA firms. He explains that his company builds custom automation specific to accounting firms, focusing on areas such as client onboarding, tax return processes, and document management. Wesley emphasizes that automation can help increase capacity and reallocate time to more value-driven tasks. He suggests that firms of all sizes can benefit from automation, with larger firms being abl...

    40 min

  4. SEP 26

    Go-to-Market Strategies for CPA Firms with Michael Haynes

    In this episode of FinFactor, Blaine Bertsch interviews Michael Haynes, a business growth expert, about helping CPA firms grow. They discuss the importance of understanding how clients buy accounting services and the need for a go-to-market strategy that aligns with clients' needs. Michael emphasizes the value of delivering advice, insights, and recommendations to clients through content creation and strategic collaborations. He also highlights the significance of networking and building...

    38 min

  5. SEP 4

    Bringing Simplicity to Financial Reporting with Ed Patton

    Ed Patton from PattonTrendr discusses the five elements of financial fundamentals that businesses need to understand: cash flow, operating earnings, financial strength, value, and borrowing capacity. He emphasizes the importance of having visibility into these elements to get a holistic view of the business's financial situation.Catch every episode of FinFactor, where we interview CFOs and finance professionals to uncover the best financial management strategies for overcoming complex busines...

    39 min

  6. AUG 13

    Business Valuation - An Art and a Science with Jonathan Lacasse

    In this Episode of FinFactor, Blaine Bertsch, CEO of Dryrun interviews Jonathan Lacasse of Lacasse Advisory Services about the world of mergers and acquisitions (M&A). They discuss the challenges and opportunities in the current market, the importance of understanding business valuations, and the need for due diligence in buy-side and sell-side transactions. They also touch on the impact of COVID-19 on businesses and the importance of realistic forecasting and data-driven decision-making....

    40 min

  7. JUN 20

    FP&A: From the Basics to Strategic Influence with Christian Wittig

    In this episode of FinFactor, host Blaine Bertsch sits down with FP&A expert Christian Wattig to explore the evolution from basic Financial Planning and Analysis (FP&A) to a strategic role that influences corporate strategy. They dive into the crucial steps businesses must take for this transition, emphasizing the importance of establishing dedicated FP&A teams as companies expand. The conversation highlights the challenges of data overload and the critical role FP&A plays in ...

    35 min

  8. MAY 2

    Unlocking ERP Potential with Gene Hammons

    In this episode of FinFactor, Blaine Bertsch and Gene Hammons discuss selecting and implementing the right ERP system. They cover the crucial roles of training, change management, and internal team engagement for successful implementation. They also touch on managing costs, avoiding implementation fatigue, and the limitations of traditional RFPs. Gene offers insights on cost evaluation, the benefits of automation, and the significance of data quality and project management. Join Blaine and Ge...

    52 min

  9. MAR 12

    The Financial Gap with Mike Milan

    In this episode of FinFactor, Blaine Bertsch and Mike Milan discuss the concept of “the financial gap” and its impact on businesses. They explore the challenges of managing inventory, the importance of optimizing inventory levels, the financial gap in service businesses and the need to maximize revenue by avoiding idle time. The conversation highlights the significance of understanding “the gap” and implementing effective systems and processes to address it. Mike discusses actionable ste...

    44 min

  10. MAR 12

    Cash Flow: The Myths and Flaws in Conventional Strategies with David Safeer

    In this conversation, Blaine Bertsch and David Safeer discuss the myths and flaws in conventional cash flow strategies and emphasize the value of a holistic approach to cash flow management. They highlight the need for accountants and bookkeepers to be curious and cared for in order to improve their clients' financial well-being, as well as the opportunity for accountants and bookkeepers to help businesses improve their cash flow. They also discuss the need for pivoting business strategies wh...

    54 min

  11. MAR 12

    From Accountant to Fractional CFO with Amanda Mallmes

    In this episode of FinFactor, Blaine Bertsch chats with Amanda Mallmes of Mallmes Consulting, a firm specializing in fractional CFO services. They explore the journey from accountant to fractional CFO, and the impact CFOs have on businesses. They also dive into the benefits and best practices for companies considering engaging a fractional CFO. Amanda shares her unique perspective on understanding the numbers behind the business, the importance of communication skills in finance, and how...

    41 min

  12. MAR 12

    Finance Transformation with Greg Kautz

    In this episode of FinFactor, host Blaine Bertsch engages in an enlightening conversation with Greg Kautz, CEO of Black Owl Systems, about finance transformation and the significant impact of digital evolution on financial systems post-COVID. As companies and CPA firms navigate the challenges of moving financial systems online, Greg shares insights from his extensive experience in finance transformation, emphasizing the importance of not just technology but also people, processes, data, ...

    34 min
  • 12 Episodes

About

"FinFactor," hosted by Dryrun CEO, Blaine Bertsch, brings you into the world of top CFOs and top finance professionals. Each episode features insightful interviews with industry leaders who share their expertise on managing business finances, tackling complex financial challenges, and driving organizational success.   Through engaging conversations, you'll gain valuable insights into the strategies and practices that define effective financial management. From finance technology to CFO best practices, "FinFactor" covers it all. Subscribe, follow, and like "FinFactor" to stay informed and inspired by the finance pros who are shaping the future of business. Don’t miss an episode!

Information

  • Creator
    Blaine Bertsch
  • Years Active
    2K
  • Episodes
    12
  • Rating
    Explicit
  • Copyright
    © 2024 FinFactor Business Finance
  • Show Website
    FinFactor Business Finance

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