Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD

🎯 Fractional CFO Secrets with Justin Boyd | Cash Flow & Profit First Tips

Sep 3, 2025

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Looking for a fractional CFO to help you regain control over your business finances?

In this powerful conversation, Justin Boyd, founder of Cashflow Copilot, reveals actionable strategies that help business owners overcome financial chaos and drive sustainable profitability.

This episode is essential for high-income professionals and entrepreneurs seeking clarity on:

How to build a winning financial blueprint
Mastering cash flow strategy and financial forecasting
Identifying and improving gross profit margin and net income
Real-world applications of the Profit First method
What most service providers get wrong with their pricing strategy
Navigating seasonal downturns and preparing for economic uncertainty

If you're a doctor, dentist, lawyer, or service business owner wondering why your revenue doesn’t translate into actual profit — this episode answers that exact question. Justin's work as a fractional CFO goes beyond the numbers; he delivers financial clarity and becomes your strategic co-pilot, guiding you through the numbers, metrics, and margins that matter most.

Justin breaks down key frameworks and tools that small businesses need to forecast future growth, make informed decisions, and get ahead of cash flow issues — all while keeping your pricing aligned with market demands and internal profitability needs.

Get answers to these burning questions:

Why is my business generating 7 figures but still not profitable?
How do I calculate the right price strategy for my services?
What financial KPIs should I track monthly?
How can I avoid running out of cash during slow months?
What makes Profit First more than just a buzzword?

🎧 Whether you're scaling fast, struggling to manage cash, or needing a better view of your financial health, this episode delivers expert-level insight that directly supports your search intent and business goals.

⏱️ Timestamps

00:00 - Welcome & Intro to Justin Boyd

01:00 - What is Cashflow Copilot?

02:00 - Who needs a fractional CFO?

03:00 - Pricing mistakes business owners make

04:30 - How to develop a winning pricing strategy

06:00 - Data-driven decisions & market alignment

07:30 - Gross margins vs. net income: what you should be tracking

09:00 - Key financial metrics to measure monthly

11:00 - Cash flow insights most business owners miss

13:00 - Managing seasonal slumps and economic downturns

15:00 - Expense auditing & the "thieves in the storehouse"

16:30 - How to recession-proof your business

18:00 - What Cashflow Copilot does for its clients

20:00 - How to connect with Justin Boyd

Hashtags

#FractionalCFO #CashFlowStrategy #ProfitFirst #FinancialBlueprint#ServiceBusinessFinance #PricingStrategy #JustinBoyd #CashflowCopilot#GrossProfitMargin #FinancialForecasting #EntrepreneurshipTips#RecessionProofBusiness #HighIncomeProfessionals

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.

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