Episode 33

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Published on:

10th Feb 2025

Leverage Accurate Accounting to Drive Efficient Strategy

In the latest installment of Lessons by the Lake: The Oswego Private Wealth Show, we sit down with Carl J. Cox, Founder of 40 Strategy and 40 Accounting, for 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.

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


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About the Podcast

Lessons by the Lake: The Oswego Private Wealth Show
Making Your Finances Our Priority, So Your Life Can Be Your Focus
Welcome to Lessons by the Lake: The Oswego Private Wealth Show!

Featuring Bob Bedritis, Managing Director of Oswego Private Wealth Management, we'll explore various wealth management strategies, solutions, and conversations that Bob is discussing with his affluent clients every day.

Whether it be circumstances related to family businesses, wealth preservation, or even charitable intent, this show covers a wide-variety of financial services that's bound to leave you with some considerations for your own financial portfolio.

Thanks for checking out our show! Be sure to leave a comment and subscribe on your favorite podcasting platform so you never miss another episode! Enjoy!

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