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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
Jan 18, 2022
Jan 18, 2022
47 min
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
Jan 3, 2022
Jan 3, 2022
47 min
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.
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Dec 16, 2021
Dec 16, 2021
39 min
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.
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Dec 4, 2021
Dec 4, 2021
37 min
We provide some thoughts about commercial real estate investing and financing - economic and tax advantages/strategies, types of properties, lender decision factors, and bank vs. non-bank lender considerations. We offer these thoughts to educate and encourage people to consider investing in real estate.
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Nov 12, 2021
Nov 12, 2021
20 min
In this episode, we summarize the Four C's - Cash Flow, Credit, Collateral, & Capacity of Borrower. Sounds easy enough, but every lender evaluates a lending deal in the context of these criteria, and they weigh them all differently. It is important to understand these factors when determining which type of financing to apply for & how to qualify. Understanding how a lender thinks will help you prepare.
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Nov 2, 2021
Nov 2, 2021
33 min
You have an idea about starting a business. Now what? In this episode we will talk about how to get started: what are the tasks and steps to getting a business started, how to avoid credit pitfalls, and how to strategically finance the business.
W. Karl Baker
karl@bakercfoadvisory.com
Call us at (314) 403-7745
Oct 26, 2021
Oct 26, 2021
20 min
Why are we doing a show? To help you! We want to have a conversation with you as business owners and investors about how to qualify for financings and how to navigate through issues you face as business owners. In this episode, we expand on this why. We give a case study that Karl experienced many years ago that described his first experience seeking a business financing. Lots of lessons learned then and many since then. We want to share them with you.