Most founders don’t have a marketing problem.

They have a financial visibility problem.

In this episode of The Takeover, we sit down with Heather Hall, founder of Sapphire CFO Solutions and former CFO across multiple fintech and SaaS companies, to break down what separates scalable businesses from the ones constantly stuck in survival mode.

Heather shares the behind-the-scenes realities of startup finance, from messy books and cash flow stress… to fundraising, data rooms, forecasting, and preparing for exits.

If you’re a founder, operator, or agency owner trying to grow with clarity and confidence… this conversation will completely change how you think about finance.

Keynotes & Chapter Markers:

00:00 – Heather’s journey from audit to startup CFO
08:38 – Why founders delay finance until it’s too late
11:28 – The importance of visibility & transparency around numbers
16:39 – Building a data room and preparing for an exit
24:13 – The ROI mindset CFOs use when evaluating investments
29:57 – Why thought leadership matters for modern founders

Connect with Heather:

LinkedIn: https://www.linkedin.com/in/heatherhallcpa/
Website: https://www.sapphirecfosolutions.com/

RESOURCES BELOW!

Download The Free Outbound Sales Playbook:

Master cold outreach, close more deals & drive revenue to your business using The Outbound Sales Playbook. Battle-tested on over 1,000+ businesses and proven with over 100M data-points.

Join The Takeover Community:

Sign up for The Takeover newsletter and get the latest marketing tips, sales strategies, and business insights delivered straight to your inbox. Join a community of entrepreneurs & high-performers dominating all areas of Sales & Marketing. Sign up for the newsletter.

About The Hosts:

Tim & Cindy Dodd are the Co-founders of PEMA.io, based out of Miami, FL. Connect with Tim and Cindy on LinkedIn and Instagram:
- Tim’s LinkedIn, Tim’s Instagram
- Cindy’s LinkedIn, Cindy’s Instagram

About PEMA.io:

Need B2B Appointments or want to grow your authority on LinkedIn? Learn more about our services here: https://www.pema.io/discover