Lessons by the Lake: The Oswego Private Wealth Show – February 2025
In the latest installment of Lessons by the Lake: The Oswego Private Wealth Show, Bob Bedritis sits down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting. Listen to an insightful conversation on the power of accurate financial data in driving business success. Carl shares his expertise on how leveraging precise accounting information can lead to more efficient decision-making, better strategic planning, and ultimately, stronger financial outcomes. Whether you’re a business owner, executive, or entrepreneur, this episode offers valuable takeaways on aligning your numbers with your vision to achieve sustainable growth. Tune in for practical strategies and expert insights that can help you navigate financial complexities with confidence.
CPA’s and bookkeepers are in high-demand among business owners and successful entrepreneurs these days. Thankfully, Carl J. Cox and his team at 40 Accounting are stepping in to address their concerns and maximize their efforts.
🔹 “Most businesses don’t fail because of bad ideas—they fail because of poor execution.”
Carl J. Cox, Founder of 40 Strategy and 40 Accounting, knows firsthand how the right financial data can make or break a business. On the latest Lessons by the Lake episode, he shares how leaders can transform their accounting from a necessary chore into a strategic advantage.
If you want to align your numbers with your vision and drive better business outcomes, this episode is for you!
Chapters:
- 0:00 – Introduction
- 3:20 – Carl’s background in strategy and accounting
- 10:09 – The marriage of 40 Strategy and 40 Accounting
- 18:34 – The exit planning reality check
- 30:02 – How to get in touch with Carl and Bob
Connect with Carl:
