Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD 🎥 Sponsored Episode: Fractional CFO for Small Business | Avi Pinsky on Cash Flow & Profit First
Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.
Fractional CFO for small business is what so many professionals are missing when they struggle with growth, endless stress, and not enough money left in the bank. In this episode, Avi Pinsky, US CPA and founder of Penske Consulting, explains how to fix your numbers, design a financial system that works for you, and finally achieve financial clarity.
If you’ve ever searched for answers about cash flow management, revenue vs profit vs cash flow, or the Profit First method, this conversation delivers exactly what you’re looking for. Avi specializes in being a business finance doctor for professionals like doctors, lawyers, and dentists—helping you build a practice that funds your lifestyle instead of draining it.
💡 What you’ll learn in this episode:
How a CFO for doctors diagnoses financial bottlenecks and fixes them
Why professional services scaling requires more than just working harder
Practical goal setting for business and how to choose the right levers to pull
The real math behind hiring & retention for clinics
How to use the Profit First method to pay yourself first without guilt
Where AI fits into finance and where human oversight is still critical
🚀 Avi’s insights are designed for professionals who want practice growth strategies, financial clarity for professionals, and long-term stability. If you’re looking for outsourced CFO services, want to fix cash flow in medical practice, or need simple small business finance tips, this episode will answer your questions and give you the roadmap forward.
👉 Download Avi’s free Prosperity Playbook spreadsheet + book a consult here: https://www.pinskyconsulting.com/
Timestamps (20:57):
00:00 Intro & guest welcome
01:00 What is a fractional CFO & why professionals need one
03:00 Diagnosing business finances like a doctor
05:00 Why professionals burn out despite high income
07:30 Revenue vs profit vs cash flow explained
10:00 Insurance delays & cash gaps in medical practices
11:00 The Profit First method in action
12:00 Hiring & retention: should you raise, replace, or recruit?
14:00 Can AI replace staff? Where it helps—and fails
17:00 Client success stories & Prosperity Playbook
19:00 How Avi works globally as a US CPA
20:00 Final advice + how to book a consult
#FractionalCFO #SmallBusinessFinance #CashFlowManagement #ProfitFirst #CFOForDoctors #PracticeGrowth #BusinessFinanceDoctor #FinancialClarity #OutsourcedCFO #USCPA
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