Podcasts

Kyle Smith – The Balance Sheet Red Flag That Could Bankrupt You

This week James sits down with Kyle Smith, founder of Strata Advisory and seasoned fractional CFO, to explore what it takes to help fast-growing service businesses thrive. With a background in management consulting and a knack for navigating complex financial waters, Kyle breaks down the strategies he uses to guide his clients toward clarity, confidence, and profitable decision-making.

They discuss building financial infrastructure from scratch, the difference between being busy and being successful, and why most business owners need to stop trying to do it all.
Stick around to the end to hear Kyle’s take on how fractional CFOs can make themselves indispensable to the CEOs they serve.

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Jason Andrews – One Cold Email Changed His Career Forever

This week James sits down with Jason Andrews from FloQast to unpack the unexpected journey from accounting to marketing – and the lessons learned scaling a finance function through hypergrowth. Jason opens up about his time at Twilio, where he helped guide the company from $650M to over $4B in revenue, led a massive ERP migration, and managed a global team across five time zones. He also shares why he made the surprising leap into marketing at FloQast and how his accounting DNA continues to drive his impact.
Whether you’re navigating messy month-end closes, leading through explosive growth, or considering a career pivot, this episode is full of wisdom on process, people, and perspective.

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Garon Goodspeed – QuickBooks to NetSuite: The REAL Nightmare

This week James sits down with Garon Goodspeed, co-founder of Treaty Oak Financial Services, to explore three essential areas every finance leader should understand. First up: what it’s like to prepare for an IPO – and then walk away just before the bell rings. Next, Garon shares battle-tested advice on designing sales compensation plans that motivate teams without blowing the budget. Finally, Garon reflects on launching his own fractional CFO practice and reveals what fueled its rapid growth in just a few months.
Whether you’re scaling toward a liquidity event, managing a fast-moving sales team, or thinking about starting your own CFO consultancy, this episode is packed with lessons from the trenches.

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