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QuickBooks and Excel

Beyond Bookkeeping: Level Up your Accounting with Josh Greenbaum of CFO Minded

July 25, 2023
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About this webinar

Beyond Bookkeeping: Level Up your Accounting with Josh Greenbaum of CFO Minded

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Join Anita Koimur (co-founder, COO of LiveFlow) and Josh Greenbaum (founder of CFO Minded) for a conversation on how to keep leveling up your game.

Josh has scaled his firm 400% over the past couple of years by focusing on value-add services in addition to pure bookkeeping.His success has been driven by a simple mission: help every single one of his clients lead better and grow faster by adopting a CFO mindset. Throughout this mission, Josh has developed various best practices, KPIs, and incredible insights that have allowed him to become the advisor and strategist that his clients value so deeply.

Join as Josh and Anita cover key learnings, metrics & KPIs you can implement that have been crucial to mission success along the way.

Take your client relations beyond just bookkeeping and become the advisor that clients value, at a premium.

About our guest
Josh Greenbaum

About Josh

Josh Greenbaum is an author, speaker, and advisor to small business owners. His concept of rolling budgets has been adopted by entrepreneurs and organizations across the U.S. who want their personal definition of success, impact, and freedom to drive their profit. He’s known for his ability to make finances accessible, changing how people think and feel about budgeting, strategic planning, and the financial side of business.Josh’s book: ‘Numbers Scare Me & Other Excuses: A business owner’s guide to lead like a CFO’ educates business owners on how to take financial control and lead with confidence and purpose.

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