OM DENNE PODCAST 🔗
The podcast for founders, executives, and growing businesses who want to bring clarity and control to their financial decisions. Hosted by the team at Lookahead Advisory, each episode explores how to build smarter financial systems, from cash flow forecasting and back office operations to tax strategy, long-term planning, and wealth management.
With decades of experience across FP&A, CFO advisory, accounting, and personal finance, we help you make decisions that actually move your business forward, month over month and year over year.
With decades of experience across FP&A, CFO advisory, accounting, and personal finance, we help you make decisions that actually move your business forward, month over month and year over year.
Værter:
Opdateringsfrekvens:
weekly
Gennemsnitlig lydlængde:
28 minutes
Gæsteinterviews
Engelsk
USA
3 episoder
siden 28. juli 2025
episodic
SENESTE EPISODE 🔗
If you’ve ever wondered whether your business really needs a CFO—or what a fractional CFO can do that a full-time hire can’t—this episode is for you.Max Morgan sits down with fellow Lookahead Advisory partner Peter Gregory, Head of Strategy, to unpack how CFO-level strategy can transform a business…
SØG BLANDT TIDLIGERE EPISODER
Søg efter gamle afsnit af Looking Ahead — Learn to Make Better Financial Decisions.
SIDSTE EPISODER 🔗
If your CPA only shows up at tax time, you're leaving money on the table.
In this episode, Max Morgan sits down with fellow Lookahead Advisory partner and Head of Tax & Accounting, Lorilyn Wilson, CPA, to unpack what real, year-round financial strategy looks like—and why aligning your tax plann…
If you’ve ever confused profitability with cash flow—or wondered why your bookkeeping doesn’t help you make smarter business decisions—this episode is for you.
In this conversation, Max Morgan sits down with fellow Lookahead Advisory partner Kathy Gregory, Head of Business Forecasting, to unpack w…
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Ansvarsfraskrivelse: Podcasten og kunstværket, der er indlejret på denne side, er fra Lookahead Advisory, som tilhører dens ejer og ikke er tilknyttet eller godkendt af Listen Notes, Inc.
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