T&O Strategic Advisory Podcast

Hosted by Anna Oritz & Sarah Tatum

Business Entrepreneurship Management Education

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Latest episode

Jun 2024

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About the show

Welcome to the T&O Strategic Advisory Podcast, where hosts Sarah Tatum and Anna Ortiz unravel the complexities of financial analysis and accounting insights. Join us as we break down intricate financial concepts, empowering you to make informed decisions about your business. Whether you're a seasoned accountant, a business owner, or simply curious about financial reporting, tune in as we demystify the language of business. From understanding balance sheets to decoding income statements, grab your coffee and explore the fascinating world of financial reporting with us. It's time to sharpen your skills and take control of your business growth.

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8 recent

June 5, 2024Episode 835 min

Episode 8: Risk Management & Mitigation

In this episode, we tackle the critical topic of risk management and mitigation with a focus on internal controls. Learn how to identify the financial risks that could impact your business and discover effective strategies for managing and mitigating these risks. Whether you're looking to strengthen your existing risk management framework or build one from scratch, this episode provides practical insights and tools to help safeguard your business's financial health. Tune in to master the art of risk management and ensure your business remains resilient in the face of uncertainty.

May 22, 2024Episode 733 min

Episode 7: Financial KPIs for Business Growth

In this episode, we explore the world of Key Performance Indicators (KPIs) and their pivotal role in driving business success. Learn how to identify and measure the financial KPIs that matter most, and discover how to leverage these insights to make informed strategic decisions. Whether you're a seasoned executive or a budding entrepreneur, this episode is packed with valuable tips to help you steer your business toward sustained growth and profitability. Tune in to unlock the secrets of financial KPIs and transform your business strategy today!

May 8, 2024Episode 624 min

Episode 6: Budgeting & Forecasting

Join us for Episode 6 as we dive into the essentials of crafting realistic and actionable budgets. Discover the importance of budgeting, common pitfalls to avoid, and how rolling forecasts can help your business anticipate and tackle financial challenges head-on. Whether you're a seasoned entrepreneur or just starting out, this podcast offers valuable insights to drive your business toward success.T&O Strategic Advisory

April 24, 2024Episode 533 min

Episode 5: Cash Flow Management

In this episode, we delve into essential techniques for optimizing cash flow to ensure business sustainability and growth. We discuss the importance of cash flow forecasting, highlighting the need to utilize historical data and realistic assumptions to craft accurate projections. We also discuss the role of the CFO in overseeing these cash flow optimization strategies, ensuring the company maintains a healthy financial position and cash flow. T&O Strategic Advisory

April 10, 2024Episode 422 min

Episode 4: Reasonable Compensation in S-Corps

In this episode we continue our discussion of S Corps and focus on the reasonable compensation concept.  Often misunderstood by business owners, reasonable compensation is an important compliance point central to the S Corp election. We explore what it is, what it isn't and how best to determine it. hint - don't do this at home folks! T&O Strategic Advisory

March 27, 2024Episode 335 min

Episode 3: Understanding S-Corp Elections

In this episode we discuss the intricacies of entity election, specifically focusing on the option for LLCs to choose S-corporation taxation. Contrary to common misconceptions, being an LLC doesn't automatically make a business an S-Corp for tax purposes. The episode highlights the benefits of opting for S-Corporation status, such as shifting from self-employment taxes and the potential for tax-free distributions after reasonable compensation is paid out. We also focus on the challenges, including compliance costs and underscore the importance of considering factors like reasonable compensation, business model, and compliance costs versus tax savings.T&O Strategic Advisory

March 13, 2024Episode 129 min

Episode 2: FP&A Essentials

In this podcast episode, we focus on the essentials of Financial Planning and Analysis (FP&A) crucial for business growth. The discussion highlights key components such as establishing a clear vision and strategy aligned with business objectives, measuring past performance through relevant Key Performance Indicators (KPIs), adopting scenario planning and rolling forecasts for agility, leveraging data analytics for informed decision-making, and continuously monitoring KPIs to track progress. These components collectively emphasize the importance of strategic financial planning in driving organizational success and adaptability in dynamic environments.

February 28, 2024Episode 129 min

Episode 1: Introduction to Outsourced CFO Services

In this episode, we explore the pivotal role of outsourced CFOs, offering an insightful overview of their responsibilities and contributions to businesses. From financial analysis to strategic planning, we delve into the multifaceted tasks performed by outsourced CFOs and examine how businesses can leverage their expertise to drive growth and success. Join us as we uncover the myriad benefits of partnering with outsourced CFOs and discover how their specialized knowledge and insights can elevate your business operations.