About this episode
Allison O’Baker and Priscilla Thomasevich share how a CFO–CPA duo helps builders organize their books, budget with intent, and protect margins. We dig into chart of accounts vs. cost codes, fixed vs. variable spend, tax levers and accounting methods (cash, accrual, completed-contract), and when to lean on a bookkeeper, controller, or CFO.Connect with: Allison O'Baker: https://aodataflow.comPriscilla Thomasevich: https://sawgrasscpa.comShow Notes: 0:00 Cold open: why money talk matters0:35 Mics up & episode setup1:01 Allison’s lane: outsourced CFO2:25 Priscilla’s path: CPA to builder15:50 How the CFO+CPA duo works20:04 Chart of accounts vs cost codes28:42 Method matters: completed contract vs accrual33:46 Benchmarks: spend on marketing & growth40:16 Team roles: bookkeeper, controller, CFO50:00 Takeaways & wrapFind Our Hosts: Reece BarnesMatt CalvanoPodcast Produced By:Motif Media
