Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA episode artwork

EPISODE · Aug 16, 2023 · 57 MIN

Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA

from The Optometry Money Podcast · host Evon Mendrin CFP®, CSLP®

Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show.Jackson Pace, CPA, owner of Refractional CFO, joins Evon to talk about how to look at the health of your optometry practice through the eyes of a CFO. They talk about what data in the practice he reviews, how he looks at the financials of the practice, differences between cash flow and profit, appropriate amounts of debt in the practice, and more.Have questions on anything discussed or want to have topics or questions featured on the show? Send Evon an email at [email protected] out www.optometrywealth.com to get to know more about Evon, his financial planning firm Optometry Wealth Advisors, and how he helps optometrists nationwide. From there, you can schedule a short Intro call to share what's on your mind and learn how Evon helps ODs master their cash flow and debt, build their net worth, and plan purposefully around their money and their practices. Resources mentioned on this episode:Refractional CFO - Jackson Pace, CPAProfit First by Mike MichalowiczGet your FREE financial health assessmentThe Optometry Money Podcast is dedicated to helping optometrists make better decisions around their money, careers, and practices. The show is hosted by Evon Mendrin, CFP®, CSLP®, owner of Optometry Wealth Advisors, a financial planning firm just for optometrists nationwide. 

Episode metadata supplied by the publisher feed · Published Aug 16, 2023

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Questions? Thoughts? Send a Text to The Optometry Money Podcast! We'll answer your question on the show. Jackson Pace, CPA, owner of Refractional CFO, joins Evon to talk about how to look at the health of your optometry practice through the eyes of a CFO. They talk about what data in the practice he reviews, how he looks at the financials of the practice, differences between cash flow and profit, appropriate amounts of debt in the practice, and more. Have questions on anything discussed or...

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Viewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA

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