Do you know what a Fractional CFO is?  In this episode, I sit down with Stefanie Beharry, a CPA and Fractional CFO, to explore how financial expertise can revolutionize your investment strategy.

As real estate investors, we often focus on property acquisition and management, but overlook the critical role of financial management. Stefanie sheds light on how a Fractional CFO can provide high-level financial expertise without the hefty price tag of a full-time executive.

Why Financial Clarity Matters in Real Estate Investing

Stefanie emphasizes the importance of understanding your numbers, not just for tax purposes, but for making strategic decisions about your portfolio. She explains how proper financial management can:

• Reduce stress and uncertainty in your business

• Help you make informed decisions about acquiring or selling properties

• Identify cash flow issues before they become critical

• Position you to take advantage of market opportunities

Key Takeaways for Real Estate Investors

Here's what you can expect to learn from this insightful conversation:

• The difference between a bookkeeper, accountant, and CFO - and when you need each

• How to determine if your real estate portfolio is ready for fractional CFO services

• Strategies for managing cash flow and building reserves in uncertain market conditions

• The importance of regular financial check-ins and how they can prevent costly mistakes

• How to leverage financial data to make strategic decisions about your real estate portfolio

Is It Time to Level Up Your Financial Strategy?

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