Kathy Svetina is the founder of NewCastle Finance, a company offering Fractional CFO services to women-owned small businesses. For nearly 14 years she did senior-level financial planning and analysis for Fortune 500 companies. She saw firsthand how big companies use financial information to drive their companies forward.
She started NewCastle Finance because she wanted to offer that same powerful financial insight to women-owned businesses. Now, she helps business owners as a “Financial Puzzle Solver” to get clear on their numbers and their financial strategy so they feel confident they are making good decisions that will result in a thriving business.
Things we talked about:
- What exactly does a business need in order to be healthy and sustainable financially?
- Who the fractional CFO is and how are they different from accountants and bookkeepers?
- How is financial planning for a company different from financial planning for people?
- Why trying to increase your sales might be making you less successful (and what you should be doing instead)
- What you might be missing in your small business finances that’s putting you at risk for fraud (even if you have an accountant)
Connect with Lucy:
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Twitter: https://www.twitter.com/mslucyliu
LinkedIn: https://www.linkedin.com/in/mslucyliu
TikTok: https://www.tiktok.com/@mslucyliu
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Website: https://www.lucyliucoaching.com
Podcast: https://www.lucyliucoaching.com/podcast
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Connect With Kathy Svetina:
Website:https://www.newcastlefinance.us
LinkedIn: https://www.linkedin.com/in/ksvetina