How Financial Forecasting Drives Sustainable Growth with Josh Notes
In this episode of the Everyday Business Problems podcast, Dave Crysler sits down with Josh Notes, serial entrepreneur, CFO, and dealmaker, to unpack how financial storytelling connects the dots between operations, cash flow, and sustainable growth. Together, they explore how leaders can use numbers to forecast what comes next, make smarter decisions, and unlock opportunities hiding in plain sight.
What You’ll Discover:
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What financial storytelling really means and how it ties operations to financial health.
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Why so many growing businesses struggle with cash flow visibility, and how to fix it.
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The difference between a bookkeeper, controller, and CFO, and when you need each one.
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Why neglecting finance limits your creativity and flexibility as an entrepreneur.
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How forecasting tools and rolling projections help you make confident, informed decisions.
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Why collaboration between operations, finance, and sales creates real momentum.
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The truth about scaling, leveraging debt, and knowing when it’s time to bring in help.
Whenever you're ready, there are 4 ways to start:
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- Current State Sprint: Get a 90-day action plan to reduce friction, align systems, and unlock sustainable growth.