Vet Podcast

Ep #19: Navigating Small Business Financial Statements with Eric Josovitz

In this episode, Eric Josovitz, Founder of AdaptCFO, joins the show to highlight some of the intricacies of small business financial statements, focusing on veterinary hospitals. He shares his personal experiences and how they have shaped his perspective on the importance of quality financial controls.

Eric discusses why he believes it is essential to understand your financial statements and receive them on time, as well as the impact this can have on your business. He also emphasizes establishing a strong foundation for bookkeeping and optimizing your books, how your business’s operations can directly affect your earnings, and which key performance indicators (KPIs) he recommends monitoring.

Listen to the Full Episode:

What You’ll Learn In Today’s Episode:

  • How to optimize your books to help ensure you don’t miss anything.
  • How caring for your business can help you grow it.
  • Some important KPIs to monitor.
  • Why you probably shouldn’t work with anyone who doesn’t know your business’s situation.

Resources In Today’s Episode:

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Disclosure: Travis York is the owner of Three and One Vet Advisors and a partner of SignatureFD. Three and One Vet Advisors is a veterinary consulting and strategic planning firm of which SignatureFD has no involvement or ownership. James Yost is a partner and wealth adviser at SignatureFD. SignatureFD is an investment adviser registered with the U.S. Securities and Exchange Commission. Three and One Vet Advisors and SignatureFD are not affiliated. Mr. York provides all non-investment advisory services through Three and One Vet Advisors. The opinions of the guests and the contents of this podcast are intended to be educational only and should not be relied upon as investment, tax, business, or planning advice. You should consult with a professional advisor prior to taking any course of action that may impact you or your business.

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