Episode Details

Sales is soaring, leads keep coming in, and the business looks “successful” on paper but you still can’t answer the simplest question: where is the cash going? From the Q1 Board of Advisors Summit at the Ritz-Carlton in Dallas, we sit down with strategic CFO Cruz Gamboa to unpack the financial blind spots that quietly limit seven- and eight-figure founders, especially the ones who are elite at sales and marketing. 

We dig into why trust-based sales and high-integrity communities can outperform a massive social media audience, and how BA’s deal-table energy creates a more direct path to real opportunities. Then we get practical: Cruz explains why scaling without clarity is dangerous, how chaos multiplies as you grow, and why the balance sheet often holds the truth founders miss. We also talk forecasting, knowing the critical numbers, and building predictable decision-making 30, 60, and 90 days out. 

Cruz shares how GE shaped his approach through finance leadership, process mapping, and Six Sigma thinking, plus what it looks like to turn a one-on-one advisory practice into a repeatable, scalable system. Finally, we explore the next frontier: AI tools for financial analysis, reporting, and modeling, and why the best outcome blends automation with a human who can translate it into context and action. If you care about profitability, cash flow, financial reporting, and scaling with confidence, this one is for you. 

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