📗 The Founder’s Guide to Bookkeepers, Accountants, CPAs, and CFOs
​Most founders have some financial support in place but still do not understand the actual financial position of the business. The books are technically being handled, but decisions are still getting made without clear visibility into cash flow, margins, metrics, runway, or how the company is realistically performing.
​Other founders avoid the numbers entirely because the systems feel disorganized, overdue, or hard to untangle after not being managed for so long.
​A bookkeeper, an accountant, a CPA, and a CFO do different things, cost different amounts, and become relevant at different stages of your business. This session is designed to clarify what each financial role actually does and what support you need right now.
​We will cover:
​The difference between a bookkeeper, accountant, CPA, and CFO
​What each role is responsible for and where those responsibilities stop
​Why hiring one financial professional does not replace the others
​The operational cost of not understanding your numbers
​What founders should realistically review on a weekly and monthly basis
​How entity structure affects taxes, fundraising, and long term flexibility
​Which financial systems and software are worth using at different stages of growth
​What having a handle on your finances actually looks like in practice
Session Details
​Date: Thursday, June 18th, 2026
Time: 12:30 PM EST
Duration: 90 minutes
Cost: $99
​This session is live and recorded. Attendees will receive access to the recording after the event.