Podcast Episode #285: Burt Copeland - Do You Need a CFO Coach?
Episode #285: Dentist Freedom Blueprint Podcast
Burt Copeland - Do You Need a CFO Coach?
Burt Copeland is the founder and CEO of New Life Services, where he helps smaller businesses gain access to financial services that they might not have otherwise. He learned early on that cash is king and sales produce real income – not accounting. He joins the show today to share his expertise and experience in the field, as well as resources that are beneficial to any business.
Listen in as Burt explains how he works with businesses and entrepreneurs to help highlight where things are broken in order to guide people to solutions. You’ll learn his techniques of using pictures and stories to explain documents in a more understandable way and how he shows people specific metrics to track in order to maintain profitability.
2:45 – How Burt got into the financial field.
4:25 – His experience in 2008 and how that affected who he is today.
7:40 – How he helps people find navigable paths to their goals.
10:50 – What metrics to focus on in order to maintain profitability.
14:48 – How to use visuals to explain income statements and other documents.
17:36 – What to do when a crisis hits.
22:00 – Signs that there are accounting problems.
Featured on the Show:
Burt Copeland: Website | LinkedIn | Email
P.S. Whenever you’re ready, here are some other ways I can help fast track you to your Freedom goal (you’re closer than you think) :
1. Get Your Free Retirement Scorecard:
Benchmark your retirement and wealth-building against hundreds of other practice professionals, and get personalized feedback on your biggest opportunities and leverage points. Go to www.FreedomFounders.com/Scorecard to take the 3 minute assessment and get your scorecard.
2. Attend A Workshop:
If you’re committed to Freedom, but still building a practice, paying down school debt, or growing investment capital, our hands-on Freedom Blueprint Workshops are your entrance ramp onto the fast track! Visit www.freedomfounders.com/workshop to claim your seat!
3. Apply To Visit The Mastermind:
If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (5-7 years max), visit www.freedomfounders.com/step-1 to apply for a seat.
4. Want to Work Directly with Me?
If you’d like to work directly with me and a small group of my closest investment colleagues, with direct access to the dealmakers and asset classes that I invest in, just send a message to my Executive Assistant (Lindsey@FreedomFounders.com), and put “Fast Access” in the subject line. Or, call (972) 203-6960 Ext 144 and leave a brief voicemail for Lindsey. Let her know you’re interested in the Fast Access program – we’ll set up a time with you to talk, find out about your goals, and see if there is a fit.