Burt Copeland on Henry Harrison Podcast

About this episode

Burt Copeland discusses his journey from near-collapse during the 2008 financial crisis to founding New Life CFO, a leading fractional CFO and outsourced accounting firm.

Burt Copeland, founder and CEO of New Life CFO, joins Henry Harrison to discuss how his near-collapse during the 2008 financial crisis became the catalyst for building one of the leading fractional CFO and outsourced accounting firms. Serving companies from roughly $2M to $80M in revenue, New Life CFO combines strategic CFO guidance with clean, decision-ready books—because even the best CFO is useless without accurate data. New Life CFO: https://newlifecfo.com/ Episode: https://henryharrison.com/burt-copela ... The conversation is rich with real-world tools, client success stories, and the deeply personal faith journey that gave the company its name. Key Takeaways What New Life CFO Does -Two-thirds of the business is fractional/outsourced CFO services -One-third is outsourced accounting, controller, and accounting-manager support -Focus: drive sustainable cash flow, EBITDA, and enterprise value -Core belief: “Even a great CFO can’t make good decisions on bad information.” Typical Clients -Accounting services: $1M–$25M revenue -CFO services: generally $5M–$80M revenue -Rule of thumb: “As soon as I start looking like overhead, fire me.” Philosophy Your financial statements are…

People in this episode

Host: Henry Harrison

Guest: Burt Copeland

Topics covered

• fractional CFO services
• outsourced accounting
• financial crisis
• business growth
• cash flow management

Keywords

• CFO services
• outsourced accounting
• financial management
• business strategy
• cash flow

Mentioned in this episode

Organizations: New Life CFO

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