Special Guest: Rachel Sutton of Oak Ledger
Rachel Sutton, Co-Founder and CPA of Oak Ledger shares her best practices for business owners to configure their statements in a way that works for them while remaining financially accurate and GAAP compliant.
Outside the Guide: Financial Statements - Cash Flow Statement
It’s not enough to see a profitable company on the income statement. That’s where the cash flow statement comes in. Josh and Clay discuss the difference between the statements while also explaining how they’re connected.
Outside the Guide: Financial Statements - Balance Sheet
The balance sheet represents a snapshot in time of an organization’s assets, liabilities, and equity. Josh and Clay cover the fundamentals of the sheet as well as specific ratios. They also identify which insights the sheet provides and common misunderstandings.
Lessons from the Session: January 2026
The session room is a special, dynamic place. Clay and Josh recap their Januarys highlighting some two-day annual sessions with clients, the more subjective and emotional side of running a business, and the “happy medium” of EOS implementation.
Outside the Guide: Financial Reports - Income Statement
P&L, COGS, OPEX, and more. Clay and Josh take the mystery out of the income statement by covering the basics, defining accrual accounting, and clarifying the importance of consistency.
EOS Toolbox: Cash Flow Drivers
Cash rules the day. Not profit. They're related, but definitely not the same.
EOS Toolbox: The 5 Rules
The critical and messy V/I rules of the game.
Special Guest: Dane Dougall of Schooley Mitchell
Dane Dougall joins the podcast to talk about managing costs
