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Chris Thomas - Blue Oak Consulting

Chris Thomas - Blue Oak Consulting

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 Chris Thomas, owner and fractional CFO of Blue Oak Consulting, joins Angi Burns for a conversation about what a fractional CFO actually does and how small business owners can get a clearer handle on their finances. Chris explains that he is not a CPA or a bookkeeper, but a strategic partner who manages the finance function and helps owners decide where they want their company to go. After a corporate career in manufacturing and industrial companies and a layoff, he started Blue Oak Consulting to help small businesses avoid the cash flow problems that close so many of them within two years. He works with companies in the $1 million to $25 million revenue range, with a focus on industrial manufacturing and trade businesses, and gets embedded with the leadership team. Chris also shares how he leads bank and line of credit efforts through small and mid-sized relationship banks, and why he has only adjusted his rates once. 🌟 Perfect For: Small business owners who feel they have plenty of revenue but little left on the net income lineOwners who lose sleep over making payroll or managing cash flowBusiness owners who are not sure what a fractional CFO does or how it differs from a CPA or bookkeeperIndustrial manufacturing and trade company owners with $1 million to $25 million in revenueOwners planning to buy equipment, add staff, open a new facility, or grow into new territoryBusiness owners preparing to apply for a loan or line of creditBookkeepers, CPAs, business coaches, and bankers looking for referral partners for their clientsAnyone who has stared at a P&L or balance sheet and wondered what it all means 🎟 What You'll Learn in This Episode: What a fractional CFO does and why it is different from a CPA or an accountantHow Chris's three pillars of cash flow, profitability, and strategy guide his workWhy cash flow forecasting, loan restructuring, and bank relationships matter when payroll is on the lineWhy small business owners often undervalue their services by not updating their sales pricingHow one client's pricing went unreviewed for two years and dropped from a 30% target to 5%How budgeting, forecasting, and equipment or facility decisions fit into the strategy side of the jobHow a layoff led Chris from a corporate career to starting Blue Oak ConsultingWhy so many small businesses fail within two years because of cash flow challengesWhy prospects often reach out only after months of struggle, and why earlier is betterWhat happens in a discovery call and why Chris asks for access to a company's accounting systemHow errors like a missing bank loan, credit card, or unbalanced balance sheet can hurt you when presenting to a lenderWhy the cheapest accounting solution is often not the best oneHow Chris gets embedded in the leadership team and leads bank efforts before handing off what only the owner can signWho makes a great referral partner, from business coaches and bankers to accountants and bookkeepers 💬 Memorable Quotes: "You don't know what you don't know until you don't know." "I wanted to put a dent in the small business world, a positive one." "Small businesses cannot afford a C-suite, and this is where the fractional part comes in." 📍 About Blue Oak Consulting: Blue Oak Consulting is a fractional CFO practice owned by Chris Thomas that helps small and mid-sized businesses manage their finance function and plan for growth. Rather than acting as a CPA, Chris oversees accounting and bookkeeping from an overall perspective and focuses on cash flow management, profitability, and financial strategy. Chris draws on a corporate career in the manufacturing and industrial space and works best with industrial manufacturing and trade companies earning roughly $1 million to $25 million in revenue. He typically becomes part of the leadership team, leading efforts such as securing loans or lines of credit with small and mid-sized, relationship-driven banks, and working alongside business coaches, bankers, accountants, and bookkeepers. Email: chris@blueoakconsulting.net Website: blueoakconsulting.net Connect with Chris on LinkedIn: LinkedIn (search Chris Thomas, Blue Oak Consulting) ----------------------------------------------- City Lifestyle is the digital destination for local living - a one-stop-shop for hyper local, expertly created content that inspires and connections communities. While other sites take a content-first approach to providing local information, City Lifestyle sets itself apart by positioning people first - creating a platform that emphasizes the best of what your city has to offer, created and promoted by the people who know it - and represent it best. These authentic voices in each city are key drivers of the brand by providing an inspiring, genuine and trusted look at life in their communities. https://citylifestyle.com/swdentoncounty | @dentoncitylifestyle ----------------------------------------------- Podcast services provided by The Podcast Trailer https://...
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