Ep #285: 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.

Minute Markers:

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

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