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The Future of Finance: AI, Fractional CFOs, and Scaling Smarter

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Content provided by Closers.io. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Closers.io or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Founders, Future, host Jae Encarnacion sits down with Brian Kostka, founder and CEO of TC2 Advisors, a fractional CFO and advisory firm transforming how small to medium businesses optimize finance and operations. With decades of Wall Street experience, Brian shares how he bridges institutional financial expertise with Main Street businesses, helping them secure funding, streamline operations, and scale strategically. He also dives into the evolving role of CFOs in the AI era and why personalized advisory remains irreplaceable despite automation.

Brian discusses the biggest bottlenecks small businesses face—access to capital and financial literacy—and how TC2 Advisors tailors its pricing model to serve clients at every growth stage. From leveraging AI to elevating bookkeepers into analytical roles, he unpacks the future of finance consulting and why investing in the right talent (and yourself) is non-negotiable for founders.

  continue reading

1032 episodes

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iconShare
 
Manage episode 488555743 series 3654798
Content provided by Closers.io. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Closers.io or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://ppacc.player.fm/legal.

In this episode of Founders, Future, host Jae Encarnacion sits down with Brian Kostka, founder and CEO of TC2 Advisors, a fractional CFO and advisory firm transforming how small to medium businesses optimize finance and operations. With decades of Wall Street experience, Brian shares how he bridges institutional financial expertise with Main Street businesses, helping them secure funding, streamline operations, and scale strategically. He also dives into the evolving role of CFOs in the AI era and why personalized advisory remains irreplaceable despite automation.

Brian discusses the biggest bottlenecks small businesses face—access to capital and financial literacy—and how TC2 Advisors tailors its pricing model to serve clients at every growth stage. From leveraging AI to elevating bookkeepers into analytical roles, he unpacks the future of finance consulting and why investing in the right talent (and yourself) is non-negotiable for founders.

  continue reading

1032 episodes

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