Innovative Financing Solutions for Small Businesses with Jennifer Warawa

Innovative Financing Solutions for Small Businesses with Jennifer Warawa

In this conversation, Blaine Bertsch and Jennifer Warawa discuss innovative financing solutions for small businesses, particularly focusing on payment options available to clients of accounting firms. They explore the differences in market approaches between Australia and the US, the role of CPAs as trusted advisors, and the underwriting process involved in offering payment plans. The discussion highlights the benefits of these financing solutions for professional services and how they can he...

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Episoder(41)

De-Risking Technology Strategy: How CFOs Can Leverage Battle-Tested Experts

De-Risking Technology Strategy: How CFOs Can Leverage Battle-Tested Experts

In this episode of FinFactor, host Blaine Bertsch speaks with Keith Daser, Founder and CEO of Deliver Digital, about how CFOs can navigate critical technology decisions without falling prey to traditi...

9 Sep 43min

The Psychology of Corporate Scams: Building a Strategic Human Firewall in the Office of the CFO

The Psychology of Corporate Scams: Building a Strategic Human Firewall in the Office of the CFO

In this episode of FinFactor, host Blaine Bertsch sits down with security analyst and bestselling author Robert Siciliano to unpack the rapidly evolving landscape of AI-driven scams, wire fraud, and c...

23 Jul 34min

How Sales Data is Lying to You: The CFO’s Guide to Retail Traffic Analytics

How Sales Data is Lying to You: The CFO’s Guide to Retail Traffic Analytics

In this episode of FinFactor, host Blaine Bertsch sits down with Mark Ryski, founder of Headcount and author of Store Traffic is a Gift, to break down why point-of-sale (POS) data alone cannot give th...

24 Jun 28min

Laurent Marcelis "Beyond the P&L: Why CFOs Must Own Non-Financial Risk Reporting"

Laurent Marcelis "Beyond the P&L: Why CFOs Must Own Non-Financial Risk Reporting"

The CFO role is undergoing a significant transformation as non-financial risk reporting moves from a regulatory "tick-box" exercise to a core driver of enterprise value. In this episode of FinFacto...

20 Mai 22min

M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It

M&A Crime Scenes: Why 70% of Deals Fail and How CFOs Can Fix It

In this episode of FinFactor, host Blaine Bertsch sits down with 35-year CPA and M&A expert Holli Moeini to uncover the "crime scenes" that destroy deal value for mid-market companies. While many CEOs...

23 Apr 34min

Humanoid Robotics & the CFO: Preparing for the $8/Hour Workforce

Humanoid Robotics & the CFO: Preparing for the $8/Hour Workforce

The office of the CFO is standing at the precipice of a "Great Transition." As AI and humanoid robotics evolve at light speed, the traditional metrics for capital allocation are being rewritten. In th...

2 Apr 43min

Fractional IT Leadership: Cut Tech Waste, Avoid Vendor Lock-In, Rescue Stalled ERP Projects

Fractional IT Leadership: Cut Tech Waste, Avoid Vendor Lock-In, Rescue Stalled ERP Projects

If you’re a CFO in a growing mid-market business, the real cost of “good enough” IT shows up fast: redundant software (shadow IT), unmanaged vendor renewals, expensive surprises, and tech projects tha...

18 Feb 25min

Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality

Abhijit Verekar on Why Most AI Pilots Fail: A Candid Look at Tech, Data, & ERP Reality

In this episode of FinFactor, Blaine Bertsch sits down with Abhijit Verekar, founder of Avero Advisors, to unpack one of the biggest misconceptions in today’s tech landscape: that public agencies and ...

3 Feb 30min

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