1.4K
Downloads
27
Episodes
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
Jul 6, 2026
Jul 6, 2026
40 min
Feeling overwhelmed by the day-to-day demands of running your business?
Struggling to scale because everything depends on you? You’re not alone—and the solution doesn’t have to take more of your already limited time.
In this podcast, you’ll discover how to create simple, effective systems that save time, reduce stress, and allow your business to grow without burning out. Learn practical strategies that busy entrepreneurs can implement immediately—no perfection required.
What You’ll Learn:
- Why feeling “too busy” is often a symptom of missing systems
- How to build systems that actually save time and improve efficiency
- The high-impact systems every growing business needs
- How to scale without adding more hours to your week
Who Should Attend: Busy business owners and entrepreneurs
- Leaders struggling to delegate or stay organized
- Growing businesses looking for clarity and consistency
- Anyone ready to reclaim time and scale strategically
Why Attend Systems are the foundation of a business that runs without constant firefighting.
By the end of this session, you’ll have a clear framework to start building systems immediately, so you can focus on growth, profits, and freedom. Take the first step toward a more organized, scalable, and stress-free business.
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Jun 25, 2026
Jun 25, 2026
36 min
Struggling to grow your small business without burning out? The problem might not be your strategy—it might be your team. In this video, we break down the first three roles every growing small business should add to scale efficiently, increase revenue, and free up your time.
What You’ll Learn:
- The first hires every small business needs
- When to hire (and when NOT to) How to stop being the bottleneck in your business
- The difference between admin, sales, and marketing roles
- Common hiring mistakes that slow down growth in your small business without burning out? The problem might not be your strategy—it might be your team.
In this podcast, we break down the first three roles every growing small business should add to scale efficiently, increase revenue, and free up your time.
The 3 Roles Covered:
- Administrative Support (Virtual Assistant / Admin)
- Sales or Customer Success
- Marketing Support (Content / Social / Digital)
Why This Matters: Most business owners stay stuck because they try to do everything themselves.
The right hires don’t just save time—they unlock growth
Perfect For:
- Small business owners
- Entrepreneurs and founders
- Startups building their first team
Anyone looking to scale without overwhelm 👉 Download our free guide: https://lp.constantcontactpages.com/s...
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Jun 12, 2026
Jun 12, 2026
28 min
Are you a small business owner struggling to keep operations running smoothly?
In this podcast, we break down the first 5 SOPs (Standard Operating Procedures) every small business must document.
Learn how to create simple, actionable processes that save time, reduce errors, and help your business scale efficiently.
What you’ll learn:
✅ Customer onboarding process to wow clients
✅ Sales and lead management workflow for higher conversions
✅ Inventory & product management tips to prevent stock issues ✅ Financial processes to keep your books accurate
✅ Customer support & issue resolution SOPs for happy clients
Start documenting these SOPs today and take the first step toward a more organized, efficient, and scalable business!
Resources & Next Steps: Download our Free Financial Clarity Toolkit here: https://lp.constantcontactpages.com/sl/7My5sl1
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
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
May 29, 2026
May 29, 2026
41 min
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
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
May 19, 2026
May 19, 2026
48 min
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.
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Mar 25, 2023
Mar 25, 2023
6 min
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
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Mar 14, 2022
Mar 14, 2022
26 min
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
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Feb 28, 2022
Feb 28, 2022
23 min
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
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Feb 14, 2022
Feb 14, 2022
14 min
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
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Jan 31, 2022
Jan 31, 2022
26 min
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
karl@bakercfoadvisory.com
Call us at (314) 403-7745