Partner Series: Finaloop - The Financially Intelligent Founder

Dec 11, 2023

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This episode is brought to you by Tidio and SARAL.

Today, in our partner series feature, our guest host, Rose Hamilton, Founder and Principal Advisor for Compass Rose Ventures, interviews Lio Pinchevski, Founder and CEO of Finaloop.

Finaloop reconciles all financials in real-time, providing e-commerce and DTC brands flawless books, optimized tax returns, and actionable insights 24/7 with 100% accuracy.

They replace your accounting software, integrations, bookkeeper, and tax CPA, so you stop wasting your precious time and money, make smarter decisions, and handle taxes on time.

Highlights:

* One of the most significant barriers to effectively running an e-commerce business

* Running performance marketing without numbers is like running blind

* What should your marketing agency be asking you?

* Beyond ROAS, what other vital numbers should you expect from your agency?

* Why is ROAS not the only metric to manage marketing campaigns:

* How do you best manage your agency’s accountability?

* Why are finance and accounting different, and why can’t the same person do it all?

* Why and when should you hire a fractional CFO or in-house CFO, and at what milestones?

* What does a sound accounting process look like?

* What's the secret to getting 100% accuracy and no month-end close? How is it always reconciled?

* How to speed up due diligence for an acquisition

* Advice to other founders about Financial and Marketing IQ

Join Rose Hamilton and Lio Pinchevski as we break down the inside story of Finaloop on The Story of a Brand.

For more on Finaloop, visit: https://www.finaloop.com/

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Today’s Sponsors:

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