T&O Strategic Advisory Podcast

Anna Oritz & Sarah Tatum
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  • ENTREPRENEURSHIP
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T&O Strategic Advisory Podcast

Welcome to the T&O Strategic Advisory Podcast, where hosts Sarah Tatum and Anna Ortiz unravel the complexities of financial analysis and accounting insights. Join us as we break down intricate financial concepts, empowering you to make informed decisions about your business. Whether you're a seasoned accountant, a business owner, or simply curious about financial reporting, tune in as we demystify the language of business. From understanding balance sheets to decoding income statements, grab your coffee and explore the fascinating world of financial reporting with us. It's time to sharpen your skills and take control of your business growth.

Episodes

  1. Episode 8: Risk Management and Mitigation

    JUN 5

    Episode 8: Risk Management and Mitigation

    In this episode, we address risk management and mitigation with an emphasis on internal controls, offering guidance on identifying and managing financial risks. Gain practical insights and tools to enhance or establish your risk management framework and protect your business's financial health.

    35 min
  2. Episode 7: Financial KPIs for Business Growth

    MAY 22

    Episode 7: Financial KPIs for Business Growth

    In this episode, we delve into Key Performance Indicators (KPIs) and their critical role in achieving business success, offering insights on identifying and measuring the most important financial KPIs. Discover how to use these insights to make informed strategic decisions and drive sustained growth and profitability.

    34 min
  3. Episode 6: Budgeting & Forecasting for Business Success

    MAY 8

    Episode 6: Budgeting & Forecasting for Business Success

    Join us for Episode 6 as we dive into the essentials of crafting realistic and actionable budgets. Discover the importance of budgeting, common pitfalls to avoid, and how rolling forecasts can help your business anticipate and tackle financial challenges head-on. Whether you're a seasoned entrepreneur or just starting out, this podcast offers valuable insights to drive your business toward success. T&O Strategic Advisory

    25 min
  4. Episode 5: Cash Flow Management Strategies

    APR 24

    Episode 5: Cash Flow Management Strategies

    Budgeting and forecasting... tedious but extremely important. Let's get into it!

    33 min
  5. Episode 4: Reasonable compensation in S-Corps

    APR 10

    Episode 4: Reasonable compensation in S-Corps

    Let's talk reasonable compensation - not an arbitrary number and not something we can "just tell you".

    22 min
  6. Episode 3: Understanding S-Corp Elections

    MAR 27

    Episode 3: Understanding S-Corp Elections

    In this episode we discuss tax elections-specifically S Corp tax election-don't let TikTok videos fool you-just like everything tax, there are nuances! We are here to shed light and educate our listeners on all things related to S-Corp election-the good, the bad, the ugly!

    36 min
  7. Episode 2: FP&A Essentials

    MAR 13

    Episode 2: FP&A Essentials

    In this podcast episode, we focus on the essentials of Financial Planning and Analysis (FP&A) crucial for business growth. The discussion highlights key components such as establishing a clear vision and strategy aligned with business objectives, measuring past performance through relevant Key Performance Indicators (KPIs), adopting scenario planning and rolling forecasts for agility, leveraging data analytics for informed decision-making, and continuously monitoring KPIs to track progress. These components collectively emphasize the importance of strategic financial planning in driving organizational success and adaptability in dynamic environments.

    29 min
  8. Episode 1: Introduction to Outsourced CFO Services

    FEB 28

    Episode 1: Introduction to Outsourced CFO Services

    Welcome to the T&O Strategic Advisory Podcast, where hosts Sarah Tatum and Anna Ortiz unravel the complexities of financial analysis and accounting insights. Join us as we break down intricate financial concepts, empowering you to make informed decisions about your business. Whether you're a seasoned accountant, a business owner, or simply curious about financial reporting, tune in as we demystify the language of business. From understanding balance sheets to decoding income statements, grab your coffee and explore the fascinating world of financial reporting with us. It's time to sharpen your skills and take control of your business growth.

    29 min
  • 8 Episodes

About

Welcome to the T&O Strategic Advisory Podcast, where hosts Sarah Tatum and Anna Ortiz unravel the complexities of financial analysis and accounting insights. Join us as we break down intricate financial concepts, empowering you to make informed decisions about your business. Whether you're a seasoned accountant, a business owner, or simply curious about financial reporting, tune in as we demystify the language of business. From understanding balance sheets to decoding income statements, grab your coffee and explore the fascinating world of financial reporting with us. It's time to sharpen your skills and take control of your business growth.

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