The CFO Edge

Setting prices isn't just about covering your costs—it's about building healthy margins, protecting profits, and fueling your growth. In this episode of The CFO Edge, we dive into the fundamentals (and blind spots) of pricing strategy that too many founders overlook.

🔍 You’ll learn:

The difference between margin and markup—and why that mattersHow to set prices that align with your costs and growth goalsWhat inflation and rising costs mean for your pricing strategyCommon pricing traps founders fall into (and how to avoid them)

🎯 Whether you're just starting out or reevaluating your pricing model, this episode...

Growth is exciting—until your systems start breaking under pressure.

In this episode, we unpack the financial foundations every growing business needs. From setting up simple workflows and choosing the right tools, to building a usable forecast and knowing when to level up your finance team—this is your roadmap to scaling with confidence.

You’ll learn:

✅ Why structure beats software
 ✅ How to build a forecast you’ll actually use
 ✅ Tools that grow with you (not slow you down)
 ✅ The rhythms successful businesses rely on
 ✅ When it’s time to upgrade your financia...

Are you truly aware of what it costs to run your business? In this foundational episode of The CFO Edge, we break down the hidden truths behind startup cost structures.

You’ll learn:

The difference between fixed and variable costs—and why it mattersHow to allocate costs across products, services, and teamHow to factor in founder time and sweat equityRed flags that signal your cost structure isn’t scalableWhy understanding your costs is key to smart pricing and growth decisions

🎯 Whether you're pre-revenue or scalin...

Too many startups chase every opportunity—until they burn out or stall out.

In this episode of The CFO Edge, we walk through a proven strategic planning framework that helps founders prioritize the right growth bets—based on cost, effort, timing, margin, and more. If you’ve ever felt pulled in too many directions, this one’s for you.

📥 Grab the Free Growth Bets Prioritization Framework HERE to start growing smart—not scattered.

 It's time to make the next level of your growth intentional, Connect with me HERE

When it comes to pitching your startup to investors, your financial projections can make or break the deal.

In this episode of The CFO Edge, we break down the two core forecasting methods—top-down and bottom-up—and show you how to use them the right way in your investor pitch. Too often, founders rely on big market numbers without connecting the dots back to their own execution. That’s where trust breaks.

🎯 By the end of this episode, you’ll know:

The difference between top-down and bottom-up forecasting (and why both matter...

Every founder hits this crossroad: grow fast or grow smart?

In this episode of The CFO Edge, we're diving into real startup case studies to break down how top-performing startups managed to scale without sacrificing financial health. If you've ever wondered how to hit your growth targets while still keeping your burn rate in check—this one's for you.

This is your no-fluff guide to scaling sustainably—with the numbers to back it up.

💡 CFO Pro Tip: Growth without profitability isn’t impressive—it’s risky. Let’s change that.

🎧 Tune in now...

Every founder says, “Cash is king,” but few truly track the metrics that matter.

In this episode of The CFO Edge, we're breaking down the essential cash KPIs that can make—or break—your business. Whether you're trying to raise capital, extend your runway, or just stay afloat during a tough quarter, these numbers aren’t optional—they're survival tools.

🔍 You’ll learn:
 ✔️ Whether burn rate still matters when you’re cash flow positive
 ✔️ How to calculate and present monthly burn with investor-ready clarity
 ✔️ The real difference between gross vs. net burn
✔️ Why you MUST fact...

What do visionary companies like Disney, 3M, and Johnson & Johnson have in common? In this special episode of The CFO Edge, we break down the key takeaways from the legendary book Built to Last by Jim Collins and Jerry Porras — and translate them into real, actionable strategies for modern founders and small business owners.

From setting a long-term purpose to preserving core values while driving innovation, these timeless principles will challenge the way you think about leadership, growth, and legacy.

Whether you’re just starting out or scaling up, this episode will give you the CFO...

Choosing the right price in today’s economy? Tricky. Costs are rising, customers are hesitating, and pricing feels more like guesswork than strategy. In this episode of The CFO Edge, Carol breaks down how founders and business owners can find their pricing sweet spot — without discounting their way into trouble.

If pricing has ever made you feel unsure, uncomfortable, or reactive — this episode is for you.

🎯 Ready to price like a CFO?
 Grab the Startup Finance Toolkit for actionable tools that help you understand costs, build pricing scenarios, and lead your business with financial clarity.<...

Welcome to Episode 10 of The CFO Edge — a special edition where we step back, zoom out, and spotlight the 10 biggest takeaways from our first 10 episodes.

Whether you’ve been tuning in from the beginning or this is your first listen, this roundup delivers the core financial strategies every founder and small business owner needs to hear — in one value-packed episode.

🎯 CFO Pro Tip: You don’t grow by doing more — you grow by doing what matters most, with clarity.

🎁 FREE RESOURCE:<...