10 Questions Every CEO Should Ask Before Hiring a Virtual CFO

How Financial Clarity Helped Kelsey Stine Become a More Confident Business Owner

Successful CEOs Don't Guess. They Know Their Numbers. For Kelsey Stine, Founder & CEO of Vela Creative Co., everything changed when she stopped guessing and started leading her agency with financial clarity. That transformation came through her partnership with Say Yes To Profits®, and the impact was undeniable. "I feel more confident as a business owner." In this episode of the Say Yes To Profits® Podcast, Kelsey shares how gaining financial clarity helped her better understand her numbers, make stronger business decisions, and lead her agency with greater confidence. Growth is not just about making more money. It's about knowing exactly what your money is doing.   👇🏾 JOIN THE UPCOMING SAY YES TO PROFITS MASTERCLASS https://Cashflow.SayYesToProfits.com [https://Cashflow.SayYesToProfits.com] 👇🏾 TAKE THE PROFIT LEAK DIAGNOSTIC https://diagnostic.sayyestoprofits.com [https://diagnostic.sayyestoprofits.com] 💖Thanks for tuning in to the SYTP Podcast💖 ©Say Yes To Profits. All rights reserved.   ABOUT OCTAVIA I am Dr. Octavia Conner, CEO of Say Yes To Profits, a Virtual CFO firm that helps established consulting and professional service firms turn seven-figure revenue into financial clarity, cash flow confidence, and profits they can see, retain, and multiply through our Say Yes To Profits Framework. 👇🏾CONNECT ON SOCIAL MEDIA: * Instagram - LINK [https://www.instagram.com/octaviaconnercfo] * Listen on Podbean [https://sayyestoprofits.podbean.com/e/how-high-earning-minority-women-ceos-can-build-a-cash-reserve-with-ease/] * Listen on Apple Podcast [https://podcasts.apple.com/us/podcast/say-yes-to-profits-podcast/id1811469364] * Listen on iHeart [https://www.iheart.com/podcast/1323-say-yes-to-profits-podcas-273759559/?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Spotify [https://open.spotify.com/show/1aEWlsj9xdu6Z8VFOcYDpt?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Pandora [https://www.pandora.com/podcast/say-yes-to-profits-podcast/PC:1001101317] * Watch on YouTube [https://www.youtube.com/c/octaviaconner] DISCLAIMER: This episode should be used for informational purposes only. Speak with your accountant before using any strategies provided. Say Yes To Profits, nor Dr. Octavia Conner, can not be handled responsibly. By watching or listening to this episode, you are agreeing to use these strategies at your own risk.   AFFILIATE LINKS 👇🏾 Try Monarch Money for Personal Finances (You receive a 50% discount)  https://monarch.com/referral/iawooayhof?r_source=copy [https://monarch.com/referral/iawooayhof?r_source=copy]   Try Gusto for payroll and receive a $100 Visa Gift Card https://gusto.com/r/octavia127 [https://gusto.com/r/octavia127]   Try StreamYard for YouTube streaming and receive a $10 credit https://streamyard.com/pal/d/4550828167004160 [https://streamyard.com/pal/d/4550828167004160]   PS—These are affiliate links. We both will receive benefits if you sign up for their services. You are signing up at your own risk.

10 Questions Every CEO Should Ask Before Hiring a Virtual CFO

Thinking about hiring a virtual CFO? Before you sign anything, I want to share the 10 questions every consulting firm CEO should ask before bringing a virtual CFO into their business.  In this episode, I break down what to look for, the common mistakes I see CEOs make during the hiring process, and why many are asking the wrong questions from the start. If you're considering hiring a virtual CFO or want to make sure you're making the right decision for your firm's financial future, this episode will help you approach the process with greater clarity and confidence.   👇🏾 JOIN THE UPCOMING SAY YES TO PROFITS MASTERCLASS https://Cashflow.SayYesToProfits.com [https://Cashflow.SayYesToProfits.com] 👇🏾 TAKE THE PROFIT LEAK DIAGNOSTIC https://diagnostic.sayyestoprofits.com [https://diagnostic.sayyestoprofits.com] 💖Thanks for tuning in to the SYTP Podcast💖 ©Say Yes To Profits. All rights reserved.   ABOUT OCTAVIA I am Dr. Octavia Conner, CEO of Say Yes To Profits, a Virtual CFO firm that helps established consulting and professional service firms turn seven-figure revenue into financial clarity, cash flow confidence, and profits they can see, retain, and multiply through our Say Yes To Profits Framework. 👇🏾CONNECT ON SOCIAL MEDIA: * Instagram - LINK [https://www.instagram.com/octaviaconnercfo] * Listen on Podbean [https://sayyestoprofits.podbean.com/e/how-high-earning-minority-women-ceos-can-build-a-cash-reserve-with-ease/] * Listen on Apple Podcast [https://podcasts.apple.com/us/podcast/say-yes-to-profits-podcast/id1811469364] * Listen on iHeart [https://www.iheart.com/podcast/1323-say-yes-to-profits-podcas-273759559/?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Spotify [https://open.spotify.com/show/1aEWlsj9xdu6Z8VFOcYDpt?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Pandora [https://www.pandora.com/podcast/say-yes-to-profits-podcast/PC:1001101317] * Watch on YouTube [https://www.youtube.com/c/octaviaconner] DISCLAIMER: This episode should be used for informational purposes only. Speak with your accountant before using any strategies provided. Say Yes To Profits, nor Dr. Octavia Conner, can not be handled responsibly. By watching or listening to this episode, you are agreeing to use these strategies at your own risk.   AFFILIATE LINKS 👇🏾 Try Monarch Money for Personal Finances (You receive a 50% discount)  https://monarch.com/referral/iawooayhof?r_source=copy [https://monarch.com/referral/iawooayhof?r_source=copy]   Try Gusto for payroll and receive a $100 Visa Gift Card https://gusto.com/r/octavia127 [https://gusto.com/r/octavia127]   Try StreamYard for YouTube streaming and receive a $10 credit https://streamyard.com/pal/d/4550828167004160 [https://streamyard.com/pal/d/4550828167004160]   PS—These are affiliate links. We both will receive benefits if you sign up for their services. You are signing up at your own risk.

The Pros and Cons of CFO Services (Part 2)

Is hiring a Virtual CFO the right move for your consulting firm, or could it become an expensive mistake?  Previously, Dr. Octavia Conner discussed the pros of hiring a Virtual CFO and how the right financial support can help consulting firm CEOs gain clarity, improve cash flow, strengthen profitability, and make smarter growth decisions. Now, in Part 2 of this two-part episode, she is discussing the cons of hiring a Virtual CFO, because every investment deserves a clear and honest look before you commit. From the cost and onboarding process to finding the right fit and being willing to act on the financial guidance you receive, this episode will help you understand what to consider before bringing Virtual CFO services into your business.   👇🏾 JOIN THE UPCOMING SAY YES TO PROFITS MASTERCLASS https://Cashflow.SayYesToProfits.com [https://Cashflow.SayYesToProfits.com] 👇🏾 TAKE THE PROFIT LEAK DIAGNOSTIC https://diagnostic.sayyestoprofits.com [https://diagnostic.sayyestoprofits.com] 💖Thanks for tuning in to the SYTP Podcast💖 ©Say Yes To Profits. All rights reserved.   ABOUT OCTAVIA I am Dr. Octavia Conner, CEO of Say Yes To Profits, a Virtual CFO firm that helps established consulting and professional service firms turn seven-figure revenue into financial clarity, cash flow confidence, and profits they can see, retain, and multiply through our Say Yes To Profits Framework. 👇🏾CONNECT ON SOCIAL MEDIA: * Instagram - LINK [https://www.instagram.com/octaviaconnercfo] * Listen on Podbean [https://sayyestoprofits.podbean.com/e/how-high-earning-minority-women-ceos-can-build-a-cash-reserve-with-ease/] * Listen on Apple Podcast [https://podcasts.apple.com/us/podcast/say-yes-to-profits-podcast/id1811469364] * Listen on iHeart [https://www.iheart.com/podcast/1323-say-yes-to-profits-podcas-273759559/?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Spotify [https://open.spotify.com/show/1aEWlsj9xdu6Z8VFOcYDpt?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Pandora [https://www.pandora.com/podcast/say-yes-to-profits-podcast/PC:1001101317] * Watch on YouTube [https://www.youtube.com/c/octaviaconner] DISCLAIMER: This episode should be used for informational purposes only. Speak with your accountant before using any strategies provided. Say Yes To Profits, nor Dr. Octavia Conner, can not be handled responsibly. By watching or listening to this episode, you are agreeing to use these strategies at your own risk.   AFFILIATE LINKS 👇🏾 Try Monarch Money for Personal Finances (You receive a 50% discount)  https://monarch.com/referral/iawooayhof?r_source=copy [https://monarch.com/referral/iawooayhof?r_source=copy]   Try Gusto for payroll and receive a $100 Visa Gift Card https://gusto.com/r/octavia127 [https://gusto.com/r/octavia127]   Try StreamYard for YouTube streaming and receive a $10 credit https://streamyard.com/pal/d/4550828167004160 [https://streamyard.com/pal/d/4550828167004160]   PS—These are affiliate links. We both will receive benefits if you sign up for their services. You are signing up at your own risk.

The Pros and Cons of CFO Services (Part 1)

You hired the coaches, joined the masterminds, and worked hard to grow your consulting firm… so why does your bank account still not reflect the revenue coming in? Many consulting firm CEOs assume they need more sales or another business coach. But sometimes, the real issue is a lack of financial structure, cash flow visibility, and strategic financial guidance. In Part 1 of this two-part episode, Dr. Octavia Conner breaks down the pros of hiring a Virtual CFO and how CFO services can help you gain clarity, manage cash flow, improve profitability, and make smarter growth decisions. Stay tuned for Part 2, where we will discuss the potential drawbacks and what to consider before making the investment.   👇🏾 JOIN THE UPCOMING SAY YES TO PROFITS MASTERCLASS https://Cashflow.SayYesToProfits.com [https://Cashflow.SayYesToProfits.com] 👇🏾 TAKE THE PROFIT LEAK DIAGNOSTIC https://diagnostic.sayyestoprofits.com [https://diagnostic.sayyestoprofits.com] 💖Thanks for tuning in to the SYTP Podcast💖 ©Say Yes To Profits. All rights reserved.   ABOUT OCTAVIA I am Dr. Octavia Conner, CEO of Say Yes To Profits, a Virtual CFO firm that helps established consulting and professional service firms turn seven-figure revenue into financial clarity, cash flow confidence, and profits they can see, retain, and multiply through our Say Yes To Profits Framework. 👇🏾CONNECT ON SOCIAL MEDIA: * Instagram - LINK [https://www.instagram.com/octaviaconnercfo] * Listen on Podbean [https://sayyestoprofits.podbean.com/e/how-high-earning-minority-women-ceos-can-build-a-cash-reserve-with-ease/] * Listen on Apple Podcast [https://podcasts.apple.com/us/podcast/say-yes-to-profits-podcast/id1811469364] * Listen on iHeart [https://www.iheart.com/podcast/1323-say-yes-to-profits-podcas-273759559/?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Spotify [https://open.spotify.com/show/1aEWlsj9xdu6Z8VFOcYDpt?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Pandora [https://www.pandora.com/podcast/say-yes-to-profits-podcast/PC:1001101317] * Watch on YouTube [https://www.youtube.com/c/octaviaconner] DISCLAIMER: This episode should be used for informational purposes only. Speak with your accountant before using any strategies provided. Say Yes To Profits, nor Dr. Octavia Conner, can not be handled responsibly. By watching or listening to this episode, you are agreeing to use these strategies at your own risk.   AFFILIATE LINKS 👇🏾 Try Monarch Money for Personal Finances (You receive a 50% discount)  https://monarch.com/referral/iawooayhof?r_source=copy [https://monarch.com/referral/iawooayhof?r_source=copy]   Try Gusto for payroll and receive a $100 Visa Gift Card https://gusto.com/r/octavia127 [https://gusto.com/r/octavia127]   Try StreamYard for YouTube streaming and receive a $10 credit https://streamyard.com/pal/d/4550828167004160 [https://streamyard.com/pal/d/4550828167004160]   PS—These are affiliate links. We both will receive benefits if you sign up for their services. You are signing up at your own risk.

Business Coach or CFO: Which One Do You Actually Need?

Are you investing in the wrong expert? Most consulting firm CEOs assume every business problem requires more revenue and growth strategy, but sometimes what your business actually needs is financial structure, discipline, and data-driven leadership. In this episode, Dr. Octavia Conner breaks down the real difference between a business coach and a Virtual CFO so you can stop guessing and start investing in the right support for this season of your business. If money keeps coming in but not staying, your cash flow feels unpredictable, or profitability is not scaling with your revenue, this episode is your wake-up call. 👇🏾 JOIN THE UPCOMING SAY YES TO PROFITS MASTERCLASS https://Cashflow.SayYesToProfits.com [https://Cashflow.SayYesToProfits.com] 👇🏾 TAKE THE PROFIT LEAK DIAGNOSTIC https://diagnostic.sayyestoprofits.com [https://diagnostic.sayyestoprofits.com] 💖Thanks for tuning in to the SYTP Podcast💖 ©Say Yes To Profits. All rights reserved.   ABOUT OCTAVIA I am Dr. Octavia Conner, CEO of Say Yes To Profits, a Virtual CFO firm that helps established consulting and professional service firms turn seven-figure revenue into financial clarity, cash flow confidence, and profits they can see, retain, and multiply through our Say Yes To Profits Framework. 👇🏾CONNECT ON SOCIAL MEDIA: * Instagram - LINK [https://www.instagram.com/octaviaconnercfo] * Listen on Podbean [https://sayyestoprofits.podbean.com/e/how-high-earning-minority-women-ceos-can-build-a-cash-reserve-with-ease/] * Listen on Apple Podcast [https://podcasts.apple.com/us/podcast/say-yes-to-profits-podcast/id1811469364] * Listen on iHeart [https://www.iheart.com/podcast/1323-say-yes-to-profits-podcas-273759559/?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Spotify [https://open.spotify.com/show/1aEWlsj9xdu6Z8VFOcYDpt?utm_campaign=PB-sendgrid-emails&utm_medium=email&utm_source=sendgrid] * Listen on Pandora [https://www.pandora.com/podcast/say-yes-to-profits-podcast/PC:1001101317] * Watch on YouTube [https://www.youtube.com/c/octaviaconner] DISCLAIMER: This episode should be used for informational purposes only. Speak with your accountant before using any strategies provided. Say Yes To Profits, nor Dr. Octavia Conner, can not be handled responsibly. By watching or listening to this episode, you are agreeing to use these strategies at your own risk.   AFFILIATE LINKS 👇🏾 Try Monarch Money for Personal Finances (You receive a 50% discount)  https://monarch.com/referral/iawooayhof?r_source=copy [https://monarch.com/referral/iawooayhof?r_source=copy]   Try Gusto for payroll and receive a $100 Visa Gift Card https://gusto.com/r/octavia127 [https://gusto.com/r/octavia127]   Try StreamYard for YouTube streaming and receive a $10 credit https://streamyard.com/pal/d/4550828167004160 [https://streamyard.com/pal/d/4550828167004160]   PS—These are affiliate links. We both will receive benefits if you sign up for their services. You are signing up at your own risk.