Cashflow, P&L, and Pricing: What Every Leader Needs to Know with Rich Brett
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Most leaders in professional services are making decisions every day that come back to the finance – but no one ever actually taught them the numbers.
In this episode, we're pulling back the curtain on the financial foundations that every leader needs to get a handle on, whether you're running a team, managing projects, or sitting in the hot seat at the top.
Rich Brett is a FinOps consultant with 15 years in finance, working with professional services businesses to close the gap between finance and operations – and answer that nagging question: why is everyone busy, but we're not making any money?
This episode is pulled directly from The Missing Finance Course – a free FinOps course Rich and Harv built to level up everyone from founders to individual contributors at agencies and consultancies.
Here's what they get into:
• Why cashflow forecasting isn't an advanced topic – it's a survival skill
• What the P&L is really for, and why most senior leaders struggle to explain it to their own teams
• How a knowledge gap becomes a credibility gap – and why that erodes trust across the whole business
• Why so many businesses are pricing based on what they think something costs – not what it actually costs
• Why comparing your rates to competitors is a trap, and what to do instead
If you've ever sat in a finance presentation and felt a bit lost, or if you've been winging parts of your pricing strategy, this one's for you.
The Missing Finance Course is free, self-paced, and built for three audiences: leadership, delivery teams, and individual contributors. Head to https://learn.scoro.com to get started.
Additional Resources:
👉🏽 Follow Rich Brett on LinkedIn: https://www.linkedin.com/in/rich-brett-36903590/
👨🏽 Follow Harv on LinkedIn: https://www.linkedin.com/in/harvnagra/
➡️ This podcast is brought to you by Scoro, where you can manage your projects, resources and finances in a single system. Sign up for a free trial or a demo at https://scoro.com/demo – and for the VIP treatment, tell them Harv sent you.