Most founders plan for growth. Few plan for profit — and that’s why so many end up scaling revenue while their margins quietly disappear.

In this episode, we walk through the exact process CFOs use to build a profit-first operating plan for the year ahead. You’ll learn how to set targets you can actually hit, how to protect margin as you scale, and how to build a financial structure that supports growth instead of fighting it.

Inside this episode:

• How to define a realistic profit target for 2026
• The expense categories that quietly erode margin
• How to set revenue goals based on profitability, not hope
• Why founders consistently overspend in Q1 — and how to avoid it
• The CFO method for turning a plan into a profitable execution rhythm

If you want 2026 to be the year your business stops guessing and starts operating with financial confidence, this episode gives you the roadmap.

Thanks for listening. Your financial edge starts HERE

Before You Plan: The 5 Numbers Every Founder Must Know Before January Hits

Most founders jump into annual planning without understanding the numbers that actually determine whether their plan will work — or fail by March.

In this episode, we break down the five financial numbers every founder needs to know before setting goals, hiring, investing in growth, or mapping out Q1. These aren’t vanity metrics. They’re the baseline indicators that reveal your real capacity, your true costs, and how much room you actually have to scale in 2026.

You’ll learn:

• The operating cost number most founders drastically underestimate
• How to calculate your reliable revenue baseline (not the optimistic version)
• What your runway really looks like
• The capacity math that determines whether your plan is realistic
• Why commitments and liabilities make or break Q1 stability

If you want to build a 2026 plan you can actually execute — without surprises, cash crunches, or mid-quarter pivots — this is where you start.

Thanks for listening. Your financial edge starts HERE

Cash flow isn’t confusing; it’s just been explained terribly. In this episode, I break down the simple, repeatable formula I use with founders to help them predict, plan, and finally feel in control of their numbers.
No spreadsheets. No overwhelm. No guessing.

You’ll learn:

• The 3 numbers that instantly reveal the truth about your financial health
• Why most founders track the wrong metrics (and what to look at instead)
• How to build a cash flow rhythm you can maintain in 10 minutes a week
• The mindset shift that stops reactive decisions and brings calm back into your business

If you want the exact template I use to help founders track cash flow without overthinking it, the link is waiting for you in the show notes.

This formula removes the noise, gives you clarity, and helps you lead with confidence — no matter the stage you’re in.

Thanks for listening. Your financial edge starts HERE