ABOUT THIS 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.
Hosts:
Update frequency:
weekly
Average audio length:
28 minutes
Guest interviews
English
United States
3 episodes
since July 28, 2025
episodic
LATEST 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…
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Search past episodes of Looking Ahead — Learn to Make Better Financial Decisions.
PREVIOUS EPISODES 🔗
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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Disclaimer: The podcast and artwork embedded on this page are from Lookahead Advisory, which is the property of its owner and not affiliated with or endorsed by Listen Notes, Inc.
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