Allison O’Baker and Priscilla Thomasevich share how a CFO–CPA duo helps builders organize their books, budget with intent, and protect margins. We dig into chart of accounts vs. cost codes, fixed vs. variable spend, tax levers and accounting methods (cash, accrual, completed-contract), and when to lean on a bookkeeper, controller, or CFO.
Connect with:
Allison O'Baker: https://aodataflow.com
Priscilla Thomasevich: https://sawgrasscpa.com
Show Notes:
0:00 Cold open: why money talk matters
0:35 Mics up & episode setup
1:01 Allison’s lane: outsourced CFO
2:25 Priscilla’s path: CPA to builder
15:50 How the CFO+CPA duo works
20:04 Chart of accounts vs cost codes
28:42 Method matters: completed contract vs accrual
33:46 Benchmarks: spend on marketing & growth
40:16 Team roles: bookkeeper, controller, CFO
50:00 Takeaways & wrap
Find Our Hosts:
Reece Barnes
Matt Calvano
Podcast Produced By:
Motif Media
