Educating Clients on Cash Flow and Capital Allocation Decisions ft. Kevin Steel (Clarendon Finance & Strategy)

Episode notes

In this episode, Kevin Steel, a fractional CFO at Claredon Finance & Strategy, shares his original mind-mapping process for uncovering clients' unique business positions. He highlights the critical importance of clean data and the essential role of skilled bookkeepers in delivering accurate financial insights. Kevin's strategy centres on providing upfront value and smoothing out costs over the year. He stresses the importance of educating clients about cash flow and capital allocation decisions, which are vital for business growth. Want to learn how other fCFOs are using Float Cash Flow Forecasting to enhance their services? Check out this link .