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The Self-Made CFO Roadmap: Part 2 – The Analyst (Visibility)
If you followed Part 1, your books are clean. Your transactions are categorized. You are no longer terrified of “Finance Friday.” But clean books are just the entry fee. A CFO does not get paid to organize receipts; they get paid to interpret them. Welcome to The Analyst stage. This is where we move beyond “Did I pay the electric bill?” to “Why did our customer acquisition cost spike 40% in July?” The Analyst’s Reality: Seeing the Patterns In this stage, you are no longer a passenger in your business; you are the navigator. You start to notice that your […]
The Self-Made CFO Roadmap: Part 1 – The Survivalist (Reporting)
You built a business out of nothing. You put in the hours, made the sales, and solved problems no one else could. You are a creator and a problem-solver. But when it comes to the numbers, you are probably flying blind, or worse: constantly reacting. Welcome to the “Survivalist” stage of being your own CFO. This is where most founders get stuck. You are buried under receipts, praying your software is set up correctly, and making financial decisions based on a gut feeling and whatever number your bank app flashes at you. This isn’t sustainable. It is a ticking time […]
The “Self-Made CFO” Roadmap: From Bookkeeping to Boardroom
Most founders start their journey as the “Chief Everything Officer.” You are the salesperson, the product developer, and by default, the bookkeeper. But there is a dangerous plateau that happens around the $500k to $1M revenue mark. At this stage, you do not just need to know where your money went; you need to know where your money is taking you. This is the transition from counting beans to allocating capital. If you want to scale without losing your mind (or your margins), you need a roadmap. Here is your 5-stage evolution into a Self-Made CFO. Stage 1: The Survivalist […]