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April 15th, 2025

You Need to Know Key CFO Strategies

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Carl J. CoxYou Need to Know Key CFO Strategies
  1. You Need to Know Key CFO Strategies Carl J. Cox 42:00

Growth is exciting—but without strong financial strategy, it can lead to cash flow issues and missed opportunities.

Jody Grunden, co-founder of Summit CPA, explains how Virtual CFOs help businesses scale without financial blind spots.

Key insights: ✅ How forecasting helps businesses avoid financial pitfalls ✅ The most common cash flow mistakes—and how to fix them ✅ Why strategic CFO planning leads to long-term success

If you want to scale with confidence and financial Clarity, don’t miss this episode.

Need CFO services? Let 40 Accounting help!

 

Connect with Jody:

Website:  https://www.summitcpa.net/  

LinkedIn: https://www.linkedin.com/in/jodygrunden/ 

Get a Copy of Jody’s Book ‘Digital Dollars and Cents’:  https://www.amazon.com/Digital-Dollars-Cents-Companies-Financial/dp/1973267373 

 

Connect with Carl:

https://40strategy.com

https://www.linkedin.com/in/carljcox/

https://www.instagram.com/carljcox40/

https://x.com/40Strategy

 

🎧 Measure Success Podcast 

https://podcasts.apple.com/us/podcast/measure-success-podcast/id1552291579

 

🎧 $4M Strategies Podcast 

https://podcasts.apple.com/us/podcast/%244m-strategies/id1741584100

 

📖 Read Carl’s book “Lost at CEO: An Entrepreneur’s Guide to Strategy”: https://a.co/d/iMiZVf2

 

Carl Cox CEO, Measure Success Podcast Host, Author Lost at CEO

Carl J. Cox is the CEO and founder of 40 Strategy Inc. Through his career, Carl has been an executive leader and board member with seven different organizations who have grown 2x to 7x with operations in four continents. Early in his career, he started at PricewaterhouseCoopers. He is a certified Gallup Coach for Clifton Strengths.

Carl J. Cox is author of Lost at CEO, An Entrepreneur’s Guide to Strategy, which reached #1 Amazon bestseller in 12 separate categories at launch in May 2023. He is the host of the Measure Success Podcast, where he talks with CEOs, authors, and extraordinary achievers about effective strategies that inspire success in business as well as their personal life. His company donates 10% of their client net revenues towards charitable organizations.

Carl has been married for over 25 years and they have four children. He coached over 20 winning seasons in youth football, basketball, and baseball. Today, Carl enjoys spending time with family and friends, traveling, reading books, and playing golf. He resides in North Plains, Oregon.

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