EP321 When to Move Beyond QuickBooks: CFO Insights for Growing Businesses

When to Move Beyond QuickBooks -CFO Insights for Growing Businesses

EP321 of Profit With A Plan Podcast
Released September 30, 2025
 
Guest: Laresa McIntyre - Founder and Fractional CFO | Rockbridge CFO
Host: Marcia Riner- Business Growth Strategist | Infinite Profit®

 

🎯 Episode Summary

QuickBooks works well in the beginning—but eventually, it can hold you back. If you’re finding it harder to get clear financial insights, it may be a sign you’ve outgrown it. In this episode, fractional CFO Laresa McIntyre shares how to recognize the signals, what options exist beyond QuickBooks, and how the right system can help you scale smarter.

🎥 What You’ll Learn

• Clear signals you’ve outgrown QuickBooks as your business scales

• Why financial systems must evolve with your growth goals

• Affordable mid-level solutions beyond QuickBooks and spreadsheets

• How better data leads to faster, more confident decisions

• Why fractional CFO support can save cash while driving growth

⏱️ Timestamp Highlights

[00:02] Why QuickBooks eventually holds businesses back
[00:10] The difference between accountants and CFOs
[00:21] When financial systems become your pain point
[00:33] Mid-level solutions like Business Central and NetSuite
[00:45] How smarter systems improve cash flow and forecasting
[00:53] What investors really want from your financial story

🔗 Resources & Links

Guest website: https://rockbridgecfo.com

💼 About Marcia Riner & Profit With A Plan

Marcia Riner is a business growth strategist, creator of the Profit Booster® strategies, and CEO of Infinite Profit®. She helps entrepreneurs scale smarter, increase profitability, and build businesses that are worth more—whether they plan to keep them or sell them.

As host of Profit With A Plan, Marcia shares expert interviews and actionable strategies to help business owners increase revenue, improve systems, and prepare for high-value exits. With decades of experience in finance, operations, and marketing, she delivers clear, profit-driving insights you can use right away.

📞 Questions? Call (949) 229-2112 or visit  https://infiniteProfitConsulting.com

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