Ep #285: Burt Copeland – Do You Need a CFO Coach? - Dentist Freedom Blueprint Podcast

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

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. Schedule a Call with Me:

If you’d like to replace your active practice income with passive investment income within 2-3 years, and you have at least $1M in available capital, then click the link to schedule a quick call with my team. If it looks like there is a mutual fit, you’ll have the opportunity to schedule a call with me directly. www.freedomfounders.com/schedule

2. 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.

3. Ready to Step Away?

“How Much is Enough?” This simple question keeps hard-working professionals at the hamster wheel of active income far longer than they need to be. Watch this free training, and discover a proven model for determining how much you really need before hanging up the handpiece! www.freedomfounders.com/training

4. Apply To Visit The Mastermind:

If you’d like to join dozens of dentists, docs, and practice professionals on the fast track to Freedom (3-5 years or less), visit www.freedomfounders.com/step-1 to apply for a guest seat.