About Sarah Webb

Speaker and Podcast Guest

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Speaker & Podcast Guest Bio

Sarah founded Webb CFO to provide accounting assistance and long-term financial planning guidance to licensed physicians and their private practice small businesses. Though Sarah and her team are happy to address the fundamental aspects of day-to-day accounting, such as cash flow management and budgeting, they take client financials a step further by adopting a strategic approach: leveraging numerical data for forecasting and planning, and offering a broader management-oriented perspective.

Speaking Topics for Physicians

• What does this mean? (How to read your financial statements)

• What would you tell a new physician today about setting up their practice?

• What is the best legal entity type for my business — solo proprietor, partnership, etc?

• Financial best practices for small businesses: banks, credit cards, accounting

• Profit first: how can I pay myself and generate profits?

• How can I create a financial scorecard for my practice?

• Essential practices to prevent financial fraud: how can I prevent someone stealing from me?

• Don’t do business alone: seek mentors who have different points of view!

Sample Questions

• What is a fractional CFO?

• When does someone need to hire a fractional CFO?

• As a fractional CFO, what is the first thing you review when taking on a new client?

• What are three metrics a business owner should focus on to determine the health of their business?

• What's the biggest financial misstep you see small business owners make?

• How can a small business owner take time off or plan a vacation?

• How can a small business owner know it’s time to hire other people?

• What are the critical differences between hiring a contractor and hiring an employee?

• What is the most common type of fraud you see in private practices?

• How should a small business owner figure out what to pay themselves?

Additional Details & Examples

Headshots and Logo