Back in July I launched Ask CFJoe, an AI version of myself that answers finance questions in my voice, built from my book, my newsletters and my LinkedIn posts.
It’s three months older now and considerably better at its job. Here’s how I introduced it, and what’s new since.
Where it started
For 35 years I’ve answered the same hard questions for business owners.
→ Margins.
→ Pricing.
→ Cash.
→ When to hire.
→ How to stop being the bottleneck in your own business.
Those are the questions Ask CFJoe answers.
Ask CFJoe is a free tool that answers your finance questions in my voice, any time of day. Built from my actual body of work: my book, newsletters, and 300+ LinkedIn posts. Not generic AI advice. Mine.
Try asking it:
→ Why are my margins shrinking as we grow?
→ How much cash should I keep in reserve?
→ When should I raise my prices?
Think of it this way: 35 years of my thinking, available at 2am. That’s CFJoe. And when the numbers get complex and you need a real conversation, I’m right here. Same guy, different format.
What’s new
The questions kept coming. So I kept building.
→ Check your 5 numbers.
Cash runway, client concentration, gross margin, net margin, utilization. Sixty seconds, scored against the benchmarks I actually use with clients.
Then one click hands your numbers to CFJoe for the “where do I start” conversation. Nothing you type is stored.
→ Sources on every answer.
Each reply now shows the posts, newsletter issues and book chapters it drew from, with links. No mystery meat.
→ Follow-up questions.
After every answer, three questions you’d probably ask next. Tap one and keep going.
→ Go deeper.
One button for “fine, but what would you actually do first?”
→ Share the answer.
Turn any reply into a card for LinkedIn. Argue with it in the comments. I’ll be here.
→ Fresh from Joe.
My latest blog posts and Monday Morning Business Tips, right on the front page.
Same three promises as day one
→ It will never discuss a client. Not a name, not a number.
→ It only tells you what I’ve actually published.
→ It gets updated every week.
AI is an instrument. I spent the week tuning it. The songs are still mine.
What’s the question you’d ask a CFO at 2am? Ask CFJoe at ask.finstratcfo.com.
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Originally published on Substack.
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