Скачать или смотреть Podcast with Ivy Cohen, Fractional CFO

🔗Ivy (Rauzin) Cohen, CPA, is a Fractional CFO and the founder of Business Profit Advisors. She empowers business owners to grow smarter by managing by the numbers - focusing on cash flow, profitability, and financial clarity that supports better decisions.

In this episode of Hot Seat with Anna, Ivy shares how business owners can quickly assess financial health, avoid common bookkeeping and accounting mistakes, and understand when it’s time to bring in professional financial support. Ivy discusses how to:

💡 Assess business financial health in minutes, not months
📉 Avoid confusing revenue growth with real profitability
💰 Spot bookkeeping issues before they cost you money
📊 Understand key financial reports like cash flow and margins
⚖️ Know when to replace your bookkeeper or CPA as your business grows
🏛️ Identify and evaluate “sacred cow” expenses holding profitability back

Ivy also shares insights from her experience at PwC, working with family-owned businesses, and helping founders improve margins, cash flow, and long-term business value.

Learn more about Ivy and her company:
🔗 LinkedIn:   / ivy-cohen-cpa  
🔗 https://www.businessprofitadvisors.com/

00:40 – “Most owners tell you ‘my accountant says we are fine.’ What numbers prove they are wrong in five minutes?”

03:15 – “What decision do owners keep making based on gut feel when the numbers clearly say no?”

04:46 – “At what revenue level does DIY finance turn from scrappy to stupid?”

07:36 – “What financial report do owners love to ignore because reading it ruins their day?”

09:06 – “You fix messy books for a living. What is the most expensive bookkeeping mistake you keep seeing?”

11:53 – “Founders love growth. What growth metric makes you say stop right now?”

14:53 – “You step into family owned businesses often. What money conversation do families avoid until the damage is done?”

17:05 – “When should an owner fire their CPA or bookkeeper even if they like them as a person?”

21:06 – “If you had to cut one sacred cow expense from most small businesses tomorrow, what goes first and why?”