20/20 Money Episode #169 – Why your books may not be as accurate as you think with Dr. Wade Weisz

Welcome to this episode of 20/20 Money! My guest on today’s show is Dr. Wade Weisz from For Eyes Bookkeeping.

Wade joins the show to talk with me about something that we’re both passionate about: numbers! However, Wade and I are looking at it through two different set of lenses, though we’re both doing it for the same reasons – to ensure that practice owners can be confident in the business decisions and tax planning that they’re making based on the numbers of their practice. In our conversation, we talk about a variety of areas that practice owners should be focused on with regards to their books, including the 4 reports and absolute 1 thing that every practice owner must do as it pertains to their financials.

Today’s quote comes from John Kennedy: “Leadership and learning are indispensable to each other.”

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As a reminder, you can get all the information discussed in today’s conversation by visiting our website at integratedpwm.com and clicking on the Learning Center. While there, be sure to subscribe to our newsletter and you can also set up a 20-30min Triage conversation to learn a little bit more about how we help ODs around the country reduce their tax bill, proactively manage cash flow, and make prudent investment decisions or check out any number of additional free resources like our eBooks, blog posts, and on-demand webinars.

And with that introduction, I hope you enjoy my conversation with Wade Weisz.