Show information
Episode Number: 18
Date: January 22, 2024
Duration: 21:00
Host: Justin Deese
Website: JustinDeese.com
Contact: Justin@JustinDeese.com
Guest: Kristen Deese
Summary
In this episode of the Freedom Blueprint Podcast, host Justin Deese interviews his wife Kristen about her role as a virtual CFO for contractors. Kristen specializes in helping contractors who use Service Titan and QuickBooks. She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance. Kristen has seen companies improve their financial understanding and departmentalize their operations, leading to better decision-making and increased profitability. She also emphasizes the importance of clean financials when selling a business. Listeners can connect with Kristen through her website, kristendeese.com.
Takeaways
- Kristen provides virtual CFO services to contractors, specializing in Service Titan to QuickBooks.
- She offers three levels of service: apprentice, journeyman, and master, each with increasing levels of financial analysis and strategic guidance.
- Working with a virtual CFO can help contractors improve their financial understanding, departmentalize their operations, and increase profitability.
- Clean financials are important when selling a business, as they can lead to a higher valuation.
Chapters
[03:07] – Kristen’s Role in Helping Contractors
[04:16] – Specializing in Service Titan to QuickBooks
[04:46] – Experience with Service Titan
[06:18 ] – Speaking at Conferences
[07:34] – The Importance of Financials
[09:20] – Starting the Virtual CFO Service
[ 12:03] – Overview of Virtual CFO Programs
[13:18 ] – Apprentice Program
[ 14:03] – Journeyman Program
[15:05] – Master Program
[ 17:13] – Improvements Seen in Companies
[18:12]- Selling Businesses with Clean Financials
[19:08] – How to Connect with Kristen
[19.23] – Working Directly with Kristen