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Head Heart & Boots

Ep 173 - "Breaking Bad Financial Habits With Backbone CFO"

Head Heart & Boots · 2025-05-20 · 1h 2m

Episode notes

Brandon here. Look - I get it. Financial episodes don’t usually light people’s hair on fire. But this one? This one’s different. Chris and I sat down with Jim Emerich and Melissa Zinni from Backbone CFO - and I walked away with real answers to questions I’ve been wrestling with in my own business. This convo was way more than spreadsheets and P&Ls. We got into the real mindset traps that keep us stuck - and the strategic moves that can unlock margin and cash flow. Why you should listen: (34:42) Why business owners freeze - and how to break through indecision. (41:42) Controller vs. CFO - know the difference, save your business. (13:40) Expanding locations? Avoid the cash flow sucker punch. (47:43) What 20% profit actually looks like - and how to get there. (57:52) How one company saved $50K by ditching a bloated setup. (51:15) Self-insurance and group captives - the financial hacks nobody’s using. This one’s loaded with takeaways. If you're trying to scale smart and stop leaving money on the table, don't skip it. Thank you sponsors! Liftify is for restorers who are looking to accelerate their online reviews.

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