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Pivoting from Patients to Profits: Aleksey Kaplan’s Path to CFO Success

31:35
 
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Manage episode 458945568 series 3589598
Sisällön tarjoaa James Donovan. James Donovan tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Have you ever considered how similar financial planning is to a medical diagnosis? We unravel this intriguing comparison with Aleksey Kaplan from Kaplan CPA, who shares his unconventional journey from aspiring doctor to entrepreneurial CPA. Abandoning his medical dreams due to an unexpected aversion to needles, Aleksey found himself navigating through the tumultuous waters of real estate during the 2008 market crash. Thanks to some sage advice from his wife and his natural knack for numbers, Aleksey pivoted to accounting, turning his diverse business experience into a guiding light for fellow entrepreneurs.
Tune in as we redefine the role of a fractional CFO as a "financial doctor," where Aleksey draws insightful parallels between financial and medical diagnoses. With engaging analogies like likening tax planning to medical prescriptions, he simplifies complex financial concepts, making them approachable for every client. Discover how a color-coded scoreboard becomes a vital tool in assessing financial health, guiding clients toward informed decisions and ultimately, sustainable success. Whether you're a business owner seeking financial clarity or simply curious about the journey of this unique "financial healer," this episode promises a wealth of engaging insights.

Send us a text

Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.
Ready to make a shift?
Book your strategy call today at accountingleadsnow.com

  continue reading

Luvut

1. Pivoting from Patients to Profits: Aleksey Kaplan’s Path to CFO Success (00:00:00)

2. Journey to Success in Accounting (00:00:01)

3. Financial Doctor (00:14:40)

24 jaksoa

Artwork
iconJaa
 
Manage episode 458945568 series 3589598
Sisällön tarjoaa James Donovan. James Donovan tai sen podcast-alustan kumppani lataa ja toimittaa kaiken podcast-sisällön, mukaan lukien jaksot, grafiikat ja podcast-kuvaukset. Jos uskot jonkun käyttävän tekijänoikeudella suojattua teostasi ilman lupaasi, voit seurata tässä https://fi.player.fm/legal kuvattua prosessia.

Have you ever considered how similar financial planning is to a medical diagnosis? We unravel this intriguing comparison with Aleksey Kaplan from Kaplan CPA, who shares his unconventional journey from aspiring doctor to entrepreneurial CPA. Abandoning his medical dreams due to an unexpected aversion to needles, Aleksey found himself navigating through the tumultuous waters of real estate during the 2008 market crash. Thanks to some sage advice from his wife and his natural knack for numbers, Aleksey pivoted to accounting, turning his diverse business experience into a guiding light for fellow entrepreneurs.
Tune in as we redefine the role of a fractional CFO as a "financial doctor," where Aleksey draws insightful parallels between financial and medical diagnoses. With engaging analogies like likening tax planning to medical prescriptions, he simplifies complex financial concepts, making them approachable for every client. Discover how a color-coded scoreboard becomes a vital tool in assessing financial health, guiding clients toward informed decisions and ultimately, sustainable success. Whether you're a business owner seeking financial clarity or simply curious about the journey of this unique "financial healer," this episode promises a wealth of engaging insights.

Send us a text

Feeling stuck in your growth? Discover how to elevate your marketing, personal brand, and sales approach to attract clients who value your expertise.
Ready to make a shift?
Book your strategy call today at accountingleadsnow.com

  continue reading

Luvut

1. Pivoting from Patients to Profits: Aleksey Kaplan’s Path to CFO Success (00:00:00)

2. Journey to Success in Accounting (00:00:01)

3. Financial Doctor (00:14:40)

24 jaksoa

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