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Baker CFO Advisory | CFO Squared is a podcast for business owners who want clarity, structure, and confidence in their finances.
We break down the real work behind strong financial operations—covering accounting systems, financial reporting, cash flow management, data-driven decision-making, tax planning, and practical finance strategy.
No fluff or oversimplified advice—just clear, actionable insights to help you run your business with better control and visibility.
Episodes
4 days ago
4 days ago
Are you a business owner who hates numbers or feels lost when looking at financial reports? You’re not alone and you don’t need to be a math whiz to understand your business’s finances. In this webinar, we’ll show you how to: Build confidence in understanding your business numbers.
Replace fear with clarity. Focus on the three financial metrics that really matter: cash flow, profitability, and runway.
Read financial statements without fear or confusion. Make smarter decisions that drive growth and stability. Whether you’re a founder, executive, or small business owner, this session will help you take control of your finances and lead your business with clarity and confidence.
📌 Topics Covered: Why “I hate numbers” is really about fear of uncertainty and confusion. How cash flow clarity reduces stress and supports decision-making. Why revenue alone doesn’t tell the full story. How to adopt a CFO mindset without becoming an accountant 💡
Resources & Next Steps: Download our Free Financial Clarity Toolkit here: https://lp.constantcontactpages.com/sl/sNBwsGi
Schedule a consultation for personalized guidance: https://www.bakercfoadvisory.com/cont...
Subscribe for more tips on building financial confidence and running a successful business: 
/ @letstalkfinances101
Tuesday May 19, 2026
Tuesday May 19, 2026
Struggling to get your business loan approved? You’re not alone. Many business owners are surprised when banks say “no,” often without a clear explanation.
What You’ll Learn:
The most common reasons banks reject business loan applications are: Why cash flow may be more important than profit (at least as important). Financial red flags lenders notice immediately
How to clean up your financials and improve key lending ratios. Tips for applying at the right time to the right bank. Whether you’re planning to apply for financing soon or want to be prepared for the future, this session will give you clarity, confidence, and actionable steps to improve your loan approval odds.
Saturday Mar 25, 2023
Saturday Mar 25, 2023
Talking to lenders about your funding needs is very fun! However, actually navigating through the entire loan process can be challenging. In this podcast, we encourage borrowers to remain focused and offer some keys to success to getting a loan closed.
W. Karl Baker, CPA
Infinity Commercial Capital, LLC
(617) 386-7145
kbaker@InfinityCommCapital.com
Monday Mar 14, 2022
Monday Mar 14, 2022
I talk about myself? Why would I do that? I’m hoping it gives some perspective. Understanding my background will provide the basis for why we do what we do, the service we provide, the advice we give, and the basis for that advice from our experience.
W. Karl Baker, CPA
Infinity Commercial Capital, LLC
(617) 386-7145
kbaker@InfinityCommCapital.com
Monday Feb 28, 2022
Monday Feb 28, 2022
There are a few key ratios and metrics to understand when evaluating a real estate investment opportunity. It is important to understand these metrics as an investor, and it is important to understand how lenders use these metrics to evaluate an investment. In this episode, we discuss these metrics: how to calculate, what they mean, why they matter, and how to use them in an investment evaluation.
W. Karl Baker, CPA
Infinity Commercial Capital, LLC
(617) 386-7145
kbaker@InfinityCommCapital.com
Monday Feb 14, 2022
Monday Feb 14, 2022
Do you get those big bank pre-qualification letters like I do? They are very promising and exciting. You're pre-qualified for huge dollars! Apply now! Fast funding! Great rates!
The reality can be very different than the marketing piece promises, and it is very important to understand that. There may be more strategically beneficial paths for the funding you seek. Let's talk about that.
W. Karl Baker
Infinity Commercial Capital, LLC
(617) 386-7145
kbaker@InfinityCommCapital.com
Monday Jan 31, 2022
Monday Jan 31, 2022
Do you invest in single family homes? Did you know there are multiple financing options for purchasing those homes? Unlike other investment property financing options, you can borrow under your personal name or under your business name. Which is the better option? We'll talk about those options and teach you how to make that decision.
W. Karl Baker, CPA
617-386-7145
kbaker@InfinityCommCapital.com
Tuesday Jan 18, 2022
Tuesday Jan 18, 2022
You should listen to this!
Your financial statements tell a story, and you want them to reflect the real one! You need to manage your business with accurate data. When you approach a lender, you have one shot.
kbaker@InfinityCommCapital.com
617-386-7145
Monday Jan 03, 2022
Monday Jan 03, 2022
In this episode, we discuss common mistakes made in real estate investing. There are a lot of moving parts when investing in real estate. Topics include initial strategy, planning, knowing your numbers, contracting, timing expectations, financing, options, and many more.
kbaker@InfinityCommCapital.com
617-386-7145
Thursday Dec 16, 2021
Thursday Dec 16, 2021
In this episode, we discuss factors to decide when beginning to invest in residential real estate, such as property strategies, understanding your why, sources of funding, personal vs. business borrowing, financing terms for long term rentals and fix and flip loans. We also ask the question to consider once you own the property: self direct vs. outsourced management.
kbaker@InfinityCommCapital.com
617-386-7145