Videos and Insights

At Visionpath CFO, we believe that finance leadership goes beyond the numbers. Our video insights bring the CFO perspective to life—offering strategic guidance, real-world solutions, and expert commentary on the financial issues that matter most. In just minutes, gain access to clear, actionable content designed to empower executives, finance teams, and growth-minded businesses.

Video Content

Office Managers

In this video, Hilary discusses the important role of office managers: answering questions on who should be responsible for your company’s bookkeeping.
Video Content

The Ultimate Goal

What’s the ultimate goal for a business owner? In this short video, Hilary breaks down what success looks like and shows how CFOs can help.
Video Content

Financial blindspot

We discuss how cash surprises sink businesses. A 13-week cash flow plan helps you see what’s coming in and going out before it hits.
Video Content

Revenue plateaus

Every business hits growth plateaus—but the cause can vary. It might be stale marketing, too few hands to deliver, or the need to expand your reach.
Video Content

Group expenses together

Grouping expenses into categories like people, overhead, and marketing helps you clearly see where your money is going. By comparing those costs to revenue, you can tell whether your spending…
Video Content

Gut Feeling

We’ll work together to break things down and figure out what might be missing from your financial statements—so you can get a clear picture of what’s working and what’s not.
Video Content

Important Financial Metrics

Not sure what your financial statements are really telling you? Hilary breaks down the key numbers to focus on—and shows you how to tell if your business is bringing in…
Video Content

3 Things

Heading into Q4? Review your year, trim taxes and expenses, and start planning for a strong next year.
Video Content

Make Up Profit

The easiest way to keep your business strong? Monitor your spending so cash stays in your company—not flowing out—and set yourself up for a smooth year-end.
Video Content

Finance Mistakes

We break down lagging indicators and why they matter, plus how to handle payroll in real time. Get practical tips to better understand your numbers and make smarter business decisions.

June 2025 Newsletter

In this article we delve into some unsettling statistics surrounding employee theft, but also equip you with ways to prevent it within your business. Click here to continue reading from…

July 2025 Newsletter

  This article outlines important tips to stay focused on the future of your business and explores the importance of exit planning. Click here to continue reading our tips from…

August 2025 Newsletter

In this month’s newsletter we take a deep dive into the new bill that can have big impacts on personal and business taxes. We also give you 10 ways to…

September 2025 Newsletter

In this newsletter, you can read our top tips for sharpening your budget in autumn and considering whether your acronyms are helping to streamline or causing confusion! Click here to…