Uploaded May 2026 | Updated September 2026, 2 weeks ago

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A CFO doesn't just track debits and credits they look at the entire financial picture. In this video I’m walking through my process of doing a CFO review and I’ll review my report with you!

Resources Mentioned:

Best Budgeting App Ranking - youtu.be/wdTnDiGsAZQ?si=rz1nWniAxrQX1czH

Credit Card Tiers Video - youtu.be/pIKKwcYs1GA?si=Cp0tIQsPYC3rM2Tv

Get up to a $400 Bonus with a High Yield Savings Account at SOFI - sofi.com/invite/money?gcp=d523d476-b67f-4a3a-8d9e-a45fb780c12a&isAliasGcp=false

Grab Your CFO Report - still-wind-32655.myflodesk.com/v6a0ocs6er

Timeline:
0:00 What we’re discussing
1:03 CFO Day Overview
3:38 Month End Close
8:24 Building my CFO Report
19:12 My Q1 CFO Report
35:43 How you can Do a CFO Report