Worth Your Salt

Worth Your Salt


How to Know When its Time for a CFO

April 18, 2024

Having the confidence to make decisions about finances for a wellness business comes from sound knowledge and advice. When you need to go deeper than the historical knowledge your bookkeeper or CPA can provide, it may be time to consider enlisting the skills of a fractional Chief Financial Officer. Today, on Worth Your Salt, Kyle Smith, co-partner at Strata Cloud Accountants, shares his invaluable insight into how to use KPIs to achieve your goals and when it might be time for a CFO 


Here’s some of what Kyle shares:


  • Differentiating between a CFO, bookkeeper, and CPA.
  • Recognizing the pivotal moments when your health & wellness business could benefit from a CFO’s expertise.
  • Exploring how a CFO strategically navigates expansion, hiring, and potential business sales.
  • Practical advice on optimizing financial resources and minimizing risks in the health & wellness industry.

Don’t miss out on this enlightening conversation!



Resources:Strata Cloud Accountants


Connect with Kyle on LinkedIn


Tips and Insights to Help You Navigate Business Finances