financial Expertise. Straight to you.
Our collection of videos include a wide array of financial topics from insightful client talks, in-depth discussions on the current economy, and expert advice on leveraging fractional CFO services.
Our collection of videos include a wide array of financial topics from insightful client talks, in-depth discussions on the current economy, and expert advice on leveraging fractional CFO services.
How can businesses protect from inflation and stagflation? Coveted Financial discusses what these terms mean and the importance of monitoring your gross margin in real time so that you can protect your profit.
In the third installment of our Coveted video series, Joe sits down with long time client and founder of Ken's Beverage, Ken Reimer to discuss the recent sale of his business and how Coveted was an integral part of the process. Tune in to learn more about the due diligence process, emotionally preparing yourself for the sale of your business, and what you should be doing NOW to get ready for a profitable sale.
A fractional CFO lends their financial expertise to a business on a contractual basis. Fractional CFOs have extensive previous CFO-level experience. In the case of Coveted Financial, our team also has banker-level background which aids to their expertise.
In this video, Joe Priola discusses financial strategies and how they can be applied to businesses from any industry. Coveted Financial is the trainer for your business in which we’ll help get your company financially fit.
Coveted Financial Founder and Owner, Joe Priola, sits down with client, Ginny Rosso of KDI Design to talk about their financial strategy and what they've learned from using a fractional CFO firm. Coveted Financial meets monthly with their KDI Design to discuss budget, inventory management, succession planning, credit options, combatting inflation, and so much more-all done in an easy to understand, comfortable format.
Our President, Joe Priola, sits down with his son who is also a business owner. They discuss business ownership...from strategic growth to tax planning…and how Coveted’s team of experts has played an integral part in the growth, success, and scaling of his business.
In Part 2 of this interview with Brent Priola from The Recy Group, they discuss how critical it is to take time monthly to review how your company is doing…and then pivot or adjust where needed.
Coveted uses a unique approach of "backwards to forwards" when working with clients and their plans. Whether it is a short term or long term goal, by working backwards from the finish line, Coveted can chart the course to success.
The banks are tightening their credit policies right now. Why is this? Are your deposits safe? Joe shares his insight into the current state of lending. Many businesses are struggling to access credit, learn why today.
Cash is more valuable than it’s been for a long time. If your business keeps a high checking account balance, you might want to consider rearranging your financials. Joe shares his expertise on what your business should do when cash is king.
Now that we’ve hit peak interest rates, it’s time to think about how to make your cash work for you. Joe Priola unpacks the value of cash and managing cash flow.
Joe shares his insight into working together to support businesses and create a strong, resilient economy for all. Many businesses are struggling to find employees in today's job market.
Wait, so unemployment needs to go up? This goes against everything that we think of when we think of a good economy! Joe shares his insight into why the employment rate needs to decrease to beat inflation.