Webb CFO, Fort Worth, TX (2026)

10/19/2026

This might ruffle some feathers, but...revenue is a cocktail party vanity number and is the biggest liar in the room. 🥂

I recently shared this sentiment in my client newsletter, and it certainly created some debate, but honestly, it’s my opinion and I’m standing by it, ten toes down.

When I see groups boasting about revenue or year-over-year growth, I try not to roll my eyes in public.

Yes, those are things that can be celebrated, but they’re not the entire picture of a healthy business.

👉👉👉 Instead, the number one thing I drill down on when working with a new client is net income.

Do they have healthy margins?

Do they pay themselves a salary?

A business that has $20M in sales and $500k in net income is more difficult to run and manage than an organization that has $1M in sales and $500k in net income.

And that 200% revenue increase year-over-year is not that impressive to me if you took on a mountain of debt and have no clear path to pay it back.

Don’t get me wrong...I love revenue! It makes the whole operation go.

But revenue is not the measuring stick for success.

It’s not as cocktail-worthy, but gross profit, managing expenses, and delivering repeatable net income year after year, that’s where it’s at.

Have you ever overheard the revenue chatter (or participated in it yourself 😊)?

10/16/2026

We’re excited to welcome Taylor Brinson to the Webb CFO team!

As our firm continues to grow, we’re committed to building a team that brings the right experience, perspective, and problem-solving skills to the businesses we support.

Taylor brings 10 years of accounting and finance experience across both the public and private sectors, including the biotech and technology industries. He has a strong background in improving processes, analyzing financial trends, and helping organizations work through complex challenges.

Beyond his professional experience, Taylor is a North Texas native who enjoys spending time outdoors, watching sports, and traveling with his wife, Lizzie.

We’re looking forward to having Taylor’s experience and perspective on the team and introducing him to our clients.

10/15/2026

A clip from one of many great episodes... I loved this discussion about how patients are often better served receiving infusion therapy in their own provider’s office.

It turns out most clinicians agree with that, so what’s stopping more practices from offering it?

In this episode—powered by the Consortium of Independent Immunology Clinics (CIIC GPO)—I’m joined by Prateek Bhatia, PhD, MBA from McKesson’s Intrafusion team to explore the gap between clinical value and operational reality.

Tune in to episode 10 and you’ll hear:

🏥 Why infusion can help practices stay independent
⚠️ Where things break down, from payer complexity to staffing
📊 How data, technology, and process can make it sustainable

If you are a physician and infusion has been on your radar, or you’ve tried and hit roadblocks, this episode may give you a new perspective!

🎧 Listen on any podcast streaming platform.

10/14/2026

Apparently, I’m surprisingly good at mahjong. And the more I think about it, the less surprising that becomes. 😂

I recently started playing, and it turns out that a game built around numbers, patterns, strategy, and thinking a few moves ahead is right up my alley.

Go figure. That’s pretty much what I built my business around.

I’ve always enjoyed finding patterns, making connections, and figuring out how all the pieces fit together. Whether Im looking at a set of financial statements or a table full of mahjong tiles, my brain naturally wants to understand whats happening, whats missing, and what the next best move might be.

Of course, there’s a little more at stake when I’m helping a business owner make financial decisions. But the principle is surprisingly similar. You have to understand what’s in front of you, recognize what’s changing, and think beyond your next move. That’s how you build a winning strategy, whether you’re playing a game or running a business.

10/09/2026

Season two of has been FULL of the kinds of conversations I wish more medical practice owners were having.

Conversations about revenue or growth and what it actually takes to run a strong, sustainable practice.

This season, I’ve had the chance to sit down with physicians, operators, healthcare leaders, and experts who see the business of medicine from very different angles.

We’ve talked about financial performance, staffing, revenue cycle, growth, operations, technology, patient access, and what it takes to make better decisions as a practice leader.

And that’s really what I want this podcast to be about.

There is so much expertise in healthcare, but practice owners are often expected to figure out the business side as they go.

Profits in Practice is a place to have those conversations openly, learn from people who are doing the work, and hopefully give practice leaders a few ideas they can take back to their own organizations.

Here’s a little look back at season two with some amazing guests:

🩺 Dr. James Tracy
🩺 Dr. Marc Cromie
🩺 Dr. Gregory Puglisi
🩺 Michelle Peters
🩺 Dr. Maeve O’Connor
🩺 Becky Rudolph

🎙️If you’ve listened to this season’s episodes, I’d love to know: what’s one business topic you to hear us talk about next? Yeah, that’s right......season three is coming! 👀 🤫

10/07/2026

One of my favorite conversations from the Specialty Healthcare Consortium (SHC) + Consortium of Independent Immunology Clinics (CIIC GPO) Fall Conference was getting to moderate a panel on the evolution of the multi-specialty practice.

We talked about what actually happens when a medical practice starts to grow beyond its original specialty.

What prompts the expansion in the first place?

Which new service lines create real synergy?

What gets more complicated when you’re suddenly managing different workflows, staffing needs, authorizations, revenue cycles, inventory, and clinical protocols under one organization?

And maybe most importantly, how do you grow without losing the physician leadership and independence that made the practice successful in the first place?

These are the kinds of conversations I love because growth can look exciting on paper, but the financial and operational realities matter.

Adding another specialty, opening a new service line, bringing research into the practice, or expanding ancillary services can create meaningful opportunity. But every one of those decisions changes the business.

It affects staffing. It affects cash flow. It affects processes. It affects what leadership needs to pay attention to.

A big part of my work with medical practices is helping leaders understand those implications before and after they make the move, so growth doesn’t just make the organization bigger. It makes it stronger.

I really enjoyed hearing how Chad McDonald, Dr. Dareen Siri, and Vaneata Dowell are thinking about these questions inside their own organizations.

There’s a lot to learn from practices that are already doing the work.

10/06/2026

Reflecting on an amazing few days with the Specialty Healthcare Consortium (SHC), Consortium of Independent Immunology Clinics (CIIC GPO), and CureNet Research teams at their fall 2026 conference!

One of my favorite things I overheard all weekend came from a physician who said something along the lines of:

“Some events are great for medicine and science. This meeting is where I get to focus on my practice as a business. It’s my favorite meeting, and I always learn so much.”

That perfectly sums up what makes this group different and why I love attending this event every year.

The conversations are about more than just practicing medicine, they’re about how to build and protect strong, independent practices.

What that looks like can be very different from one practice to another. It might mean getting support with contracting or taking a closer look at inventory practices through CIIC. It might mean exploring clinical research through CureNet as a way to diversify revenue. Or it might mean looking at whether in-office dispensing makes sense for the practice and working with SHC to evaluate that opportunity.

Dr. James Tracy referred to this family of brands as a “team of teams,” which I thought was such a good description.

There are a lot of different ways to support a practice, but the goal behind all of them is the same: help independent practices stay independent.

A lot of great conversations, a lot of learning, and a lot to think about coming out of this one!

P.S. I also got to experience this meeting a little differently this year because my son joined us as our media intern and captured a lot of the behind-the-scenes content.

It was pretty special getting to watch him have that experience. I’m very grateful to my colleagues who took the time to include him, teach him, and pour into him professionally throughout the weekend.

❤️

10/01/2026

THE MOST SURPRISING FINANCIAL MISTAKE I SEE

A lot of business owners can tell you what type of legal entity they have. Far fewer can tell you what that actually means for the way they run their business.

Should you be paying yourself through payroll?

Taking an owner’s draw? What does your entity mean for your taxes?

Your personal liability?

Your reporting requirements?

And does the structure you chose when you started still make sense for the business you’re running today?

These aren’t small details. Your legal entity can influence some of the most important financial decisions you make as a business owner.

Download this free whitepaper and see for yourself... Do you know what your legal entity type actually means for the way you run your business?

𝘾𝙝𝙤𝙤𝙨𝙞𝙣𝙜 𝙩𝙝𝙚 𝙍𝙞𝙜𝙝𝙩 𝙇𝙚𝙜𝙖𝙡 𝙀𝙣𝙩𝙞𝙩𝙮: 𝘼 𝙋𝙧𝙖𝙘𝙩𝙞𝙘𝙖𝙡 𝙂𝙪𝙞𝙙𝙚 𝙩𝙤 𝙏𝙖𝙭𝙚𝙨, 𝙇𝙞𝙖𝙗𝙞𝙡𝙞𝙩𝙮, 𝙖𝙣𝙙 𝙋𝙖𝙮𝙞𝙣𝙜 𝙔𝙤𝙪𝙧𝙨𝙚𝙡𝙛 breaks down the most common business structures in clear, practical terms, including:

• How different entities are taxed
• How owners can pay themselves
• Key liability considerations
• Reporting and compliance requirements
• What to consider as your business grows and changes

If your entity structure is something you set up years ago and haven’t thought much about since, this is worth revisiting.

The more you understand about how your business is structured, the better equipped you are to ask the right questions and make informed decisions with your legal and tax advisors.

Download the free guide at webbcfo.com/download

09/25/2026

Happy 3rd Webbiversary to Haley Mueller! 🎉

Today marks three years that Haley has been an important part of the WebbCFO team, and we’re so grateful for everything she brings to our clients and our company.

Haley, thank you for all you do. Here’s to three years and many more Webbiversaries to come! 💙

09/24/2026

We see 3 patterns in all profitable small to mid-sized businesses. Can you honestly say you check all three boxes?😳

Profit doesn’t come from grinding harder. It comes from understanding what’s really going on in the numbers.

Businesses that grow without constant stress…

1. Focus on a short list of numbers

Not everything. Not complicated dashboards.
Just a few metrics that tell the truth about cash, margins, and momentum.
They review them regularly, so decisions feel grounded, not reactive.

2. Plan around cash, not just sales

Revenue looks good on paper. Cash keeps the doors open.
These businesses understand timing.
They know when money leaves, when it comes back, and how to avoid surprises.

3. Deal with small issues before they grow teeth

A drifting margin. Rising costs. Slower collections.
They catch it early and make small adjustments.
That’s how they protect profit without big, painful changes later.

It shouldn’t require financial gymnastics.🤸🏻

Need a trusted financial partner to help you build this kind of clarity? Webb CFO is here to help.

Webb CFO

10/19/2026

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