Episode Details
Back to EpisodesViewing the Health of Your Practice Through the Eyes of a CFO with Jackson Pace, CPA
Description
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 evon@optometrywealth.com.
Check 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, CPA
- Profit First by Mike Michalowicz
- Get your FREE financial health assessment
The 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.