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Most business owners think their CPA is their financial advisor. The truth? CPAs, CFOs, Controllers, and bookkeepers all play very different roles and if you don’t know who does what, you’ll end up frustrated and making decisions in the dark. In this video, I’ll demystify the 5 key finance roles every business owner needs to understand: CPA: The compliance expert CFO: The strategist Controller: The accuracy keeper Management roles: The bridge Operational staff: The foundation By the end, you’ll know exactly who to rely on for taxes, who keeps your numbers accurate, and who you should trust to guide your business strategy. 👉 Subscribe for the full series where we dive into each role in detail. **** Hey, I’m Kurtis Hanni, founder of SMB FinanceOS and fractional CFO at BisonCFO. I make finance simple for founders and small business owners. If cash flow stresses you out, or you’ve ever said “I don’t get my financials," you’re in the right place. Start with my course, Financials Simplified: https://www.smbfinanceos.com/courses/... Need expert help? Book a call with Bison CFO: https://bisoncfo.com/get-in-touch Let’s make your numbers finally make sense. P.S. - Join the conversation on social! ☞ Twitter: https://x.com/KurtisHanni ☞ LinkedIn: / kurtishanni