Bridgette Boucha is the founder of The Betterment Project, a financial services and strategy solution for entrepreneurs. I’ve witnessed first-hand how her soulful, skilled approach to finances has not only transformed Lori’s business, but also her money mindset.
We recently caught up to talk about how to become a next-level leader by upgrading your financial strategy. Bridgette explains what a fractional CFO is and how they can help you get a better handle on bookkeeping and financial forecasting. She also shares ways to set yourself up for success during tax season and slower revenue months.
Episode Timeline & Discussion Questions:
(1:09) Welcome back to The Chris Harder Show. Today, Chris is joined by Bridgette Boucha.
(6:59) Chris asks Bridgette, “Only one third of business owners have the basic financial setup. Does that surprise you?”
(11:09) Chris asks Bridgette, “You understand people as humans first, and you just happen to have all those other skill sets. Where does that come from? And why is that important to you?”
(16:17) Chris asks Bridgette, “Talk to me about the consequences of not looking at your money.”
(16:53) Chris asks Bridgette, “Can you give me an example of working with a client?”
(20:13) Chris asks Bridgette, “What is a fractional CFO?”
(22:46) Chris asks Bridgette, “Do you ever feel like more of a business coach and a fractional CFO?”
(25:44) Chris asks Bridgette, “Why is it so important to be forward looking? And what do you have for some tricks around that?”
(30:28) Chris asks Bridgette, “People are exhausting their audience by constantly selling something. Am I right?”
(32:03) Chris asks Bridgette, “What’s your long-term goal with your business?”
(34:11) Chris asks Bridgette, “As a financial expert, what’s your opinion of opportunity coming up in what the economy will look like over the next let’s say 12 to 24 months?”
(37:06) Chris asks Bridgette, “How do you know if you’re supposed to hire a mentor?”
(39:28) Chris asks Bridgette, “How do you know when it’s time to hire?”
(41:08) Chris asks Bridgette, “Expand on how optimizing your business funds your personal life.”
(42:18) Chris asks Bridgette, “You’re both the fractional CFO team and the accounting team. Is that right?”
(44:47) Chris asks Bridgette, “What are the signs that they need to reach out and consider a fractional CFO like you?”
(47:37) Chris asks Bridgette, “What would be the first step to reaching out to you?”
(48:51) Chris asks Bridgette, “Talk to me about your Money Mapping offering.”
(53:13) Chris asks listeners to share the podcast and leave a 5-star review.