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T&O Strategic Advisory Podcast

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.


Last Episode Date: 5 June 2024

Total Episodes: 8

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5 June 2024
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...

35 min
22 May 2024
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 decisi...

33 min
8 May 2024
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...

24 min
24 April 2024
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 project...

33 min
10 April 2024
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...

22 min
27 March 2024
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 highlig...

35 min
13 March 2024
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 performan...

29 min
28 February 2024
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 ex...

29 min
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