How a Fractional CFO Can Help You SCALE Your Business
Channel: Carolina Hard Money for Real Estate Investing
Date: 2023-09-22

Having a Fractional CFO work on your business finances can be a huge game-changer, especially when you have plans to shift and scale. This is what Josh Belk, the CEO of Lodestar Tax & Consulting specializes in, and he is on the show today to tell us more about the benefits of having a fractional CFO in your business, especially when you feel like you’re ready to scale. 

Watch now to learn more about the benefits of having a fractional CFO and how they can help you scale your business the right way!

Key Talking Points of the Episode

00:00 Introduction
04:05 Who is Josh Belk?
06:21 What does a fractional CFO do?
08:00 What kind of businesses does Lodestar work with?
10:10 What are business owners supposed to be focused on today?
14:11 How are businesses addressing issues on labor and supplies?
15:43 How can technology help your business scale?
17:01 What can you do to utilize technology more in your business?
20:05 What factors should you consider if you’re planning to shift to private operations?
21:46 How can businesses successfully start scaling?
24:04 What changes need to happen in your business when you’re scaling?
25:12 How would a fractional CFO help you streamline your business as you scale?
26:45 How can you connect with Josh and his team?
27:26 What is Belk on Business about?
28:13 What is the story behind Lodestar Tax & Consulting?

Links

Website: Lodestar Tax & Consulting
https://www.lodestar.tax/

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Bill Fairman and Wendy Sweet, sibling principles of Carolina Capital Management, have a combined 35+ years of conventional real estate sales and finance experience. They, along with President/CEO Jonathan Davis, serve as consultants for investors, guiding them to network with other investors and educating them in locating and structuring transactions. We put People and Principles ahead of Profit--always.

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