Ways to Increase Profit Margins Through Smarter Financial Planning with Chris Ortega

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Never Been Promoted Podcast with Thomas Helfrich

Chris Ortega, founder and CEO of Fresh FP&A, joins Thomas Helfrich to discuss how businesses can benefit from a fractional CFO. Chris shares his journey of over 20 years in finance and accounting, highlighting his innovative approach to FP&A. His fresh perspective on financial partnership and advisory services is designed to help businesses scale and lead with financial confidence.
About Chris Ortega

Chris Ortega has over two decades of experience in finance, accounting, and financial leadership, having worked with various organizations to build and scale finance teams. As the founder of Fresh FP&A, Chris focuses on providing fractional CFO services to small and medium-sized businesses. His company offers strategic financial guidance, helping businesses establish a solid financial foundation while keeping costs down.
In this episode Thomas and Chris discuss:

• The Value of a Fractional CFO
  Chris explains the benefits of hiring a fractional CFO, particularly for small and medium-sized businesses. He highlights the advantages of gaining strategic financial insight without the high costs of a full-time CFO.
• Fresh FP&A’s Unique Approach
  Chris redefines FP&A as “Financial Partners and Advisors,” moving beyond traditional financial planning and analysis. His team helps businesses navigate growth by building a strong financial foundation and implementing scalable systems.
• Challenges for Small Business Owners
  Many business owners are hesitant to hire financial experts because they think they can rely on bookkeepers or accounting services. Chris discusses the limitations of this approach and how fractional CFOs provide the strategic foresight that accounting teams often lack.
• Technology’s Role in Modern Finance
  Chris shares how Fresh FP&A remains technology-agnostic, leveraging various platforms based on client needs. He emphasizes the importance of using technology to streamline processes and drive data-driven decisions.
• Scaling with Confidence
  Chris talks about how businesses can scale efficiently when they have the right financial infrastructure in place. He shares insights on how to build a finance team, optimize performance, and lead with financial clarity.

Key Takeaways:

• Fractional CFOs Offer Flexibility and Expertise
  Chris emphasizes the value of bringing in an experienced CFO at a fraction of the cost, making it accessible for businesses that are scaling but aren't ready for a full-time hire.
• Technology Enables Better Financial Decisions
  Chris explains how leveraging the right tools allows businesses to make data-driven decisions that can significantly impact their growth.
• Fresh FP&A Brings a Fresh Perspective to Finance
  Chris’s approach to FP&A focuses on being financial partners rather than just planners, helping business owners lead with clarity and confidence.

“You don't need a full-time CFO to scale your business. Fractional CFOs can provide the expertise and strategy you need at a fraction of the cost.” — Chris Ortega
CONNECT WITH CHRIS ORTEGA:

Website: https://freshfpa.com/
LinkedIn: https://www.linkedin.com/in/freshcfo/
CONNECT WITH THOMAS:
X (Twitter):

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1. Ways to Increase Profit Margins Through Smarter Financial Planning with Chris Ortega (00:00:00)

2. Unleashing Entrepreneurial Success With Fresh FP&A (00:00:01)

3. Maximizing Business Growth With Fractional CFOs (00:12:39)

4. Value-Based Approach for Business Success (00:18:00)

5. Leveraging Technology in Finance and Accounting (00:26:11)

6. Mastering Prompt Modeling in Finance (00:34:50)

7. Empowering Entrepreneurial Success Through Engagement (00:47:03)