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

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Manage episode 407459913 series 3560484
Inhalt bereitgestellt von James Yost & Travis York and James Yost. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von James Yost & Travis York and James Yost oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

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.

You can find show notes and more at: https://bit.ly/3D9zRIf

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

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.

  continue reading

31 Episoden

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Manage episode 407459913 series 3560484
Inhalt bereitgestellt von James Yost & Travis York and James Yost. Alle Podcast-Inhalte, einschließlich Episoden, Grafiken und Podcast-Beschreibungen, werden direkt von James Yost & Travis York and James Yost oder seinem Podcast-Plattformpartner hochgeladen und bereitgestellt. Wenn Sie glauben, dass jemand Ihr urheberrechtlich geschütztes Werk ohne Ihre Erlaubnis nutzt, können Sie dem hier beschriebenen Verfahren folgen https://de.player.fm/legal.

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.

You can find show notes and more at: https://bit.ly/3D9zRIf

This episode contains a testimonial from a current client that may not be representative of all client experiences. No cash or non-cash compensation was provided by SignatureFD for this testimonial.

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.

  continue reading

31 Episoden

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