June 12, 2025

Tiffany Vogel – The 3-Year Plan to Build and SELL a CFO Empire!

This week James sits down with Tiffany Vogel, founder of Insight CFO Services, to explore what it means to build a scalable, values-driven fractional CFO firm from the ground up. Tiffany shares her unconventional decision to take on debt and build a team from day one – defying the typical solo CFO path. They dive into her background in healthcare analytics, her real estate investing success, and how those experiences shaped her approach to financial leadership. Tiffany also talks candidly about setting boundaries, managing burnout, and keeping her mission at the center of everything she builds. Stick around to the end to hear how she’s planning retreats for founder transformation – and why every CFO should be thinking about their exit, too.
The Gross Profit Podcast
The Gross Profit Podcast
Tiffany Vogel - The 3-Year Plan to Build and SELL a CFO Empire!
Loading
/

Show Notes

In this episode James Kennedy sits down with Tiffany Vogel, founder of Insight CFO Services, to explore what it means to build a scalable, values-driven fractional CFO firm from the ground up. Tiffany shares her unconventional decision to take on debt and build a team from day one – defying the typical solo CFO path.
They dive into her background in healthcare analytics, her real estate investing success, and how those experiences shaped her approach to financial leadership. Tiffany also talks candidly about setting boundaries, managing burnout, and keeping her mission at the center of everything she builds.
Stick around to the end to hear how she’s planning retreats for founder transformation – and why every CFO should be thinking about their exit, too.

About Tiffany Vogel:
Tiffany Vogel is the founder of Insight CFO Services, a fractional CFO firm supporting physician-owned healthcare practices and service-based businesses. With a background in healthcare finance and data analytics, Tiffany combines strategic insight with real-world experience to help business owners scale with clarity. She’s also a seasoned real estate investor and passionate advocate for sustainable growth through intentional leadership.

What You’ll Learn:

  • Debt-Backed Growth: Why Tiffany chose to fund her firm with debt from the start – and how that decision unlocked faster results.
  • Healthcare CFO Strategy: How Tiffany supports physician-led businesses through data-driven planning, financial forecasting, and team optimization.
  • Boundaries and Burnout: The mindset shift that helped her build a business that protects her energy while delivering value.

Episode Highlights:

“There are seasons where you give, and seasons where you build. But both need intention.”

“You can’t serve your clients well if you’re running on empty. Boundaries create space for impact.”

“If you wait until you’re drowning to hire help – you’ve waited too long.”

More about Tiffany’s Role:
At Insight CFO Services, Tiffany leads a growing team focused on helping medical practices and service firms gain control over their financial future. From building budgets and managing cash flow to advising on real estate and capital investments, Tiffany brings a unique mix of analytics, empathy, and entrepreneurial drive. Her mission? Help business owners not only grow – but grow in a way that aligns with their purpose, health, and long-term vision.

The Gross Profit Podcast

More Episodes

Merushka Chetty

Alina Rivera – Purpose-Driven Business: Balancing Profit and Impact

In this episode, James Kennedy sits down with Alina Rivera, founder of Advising Puerto Rico and fractional CFO, to explore how purpose-driven operators can build commercially strong companies and meaningful community impact. From documenting procurement processes in construction to guiding hospitality entrepreneurs through cash flow, budgets, and people-first policies, Alina shares the playbook she uses to turn scrappy growth into sustainable scale – without losing the mission.

Listen Now »
Merushka Chetty

Peter Piluk – Programmer Turned CFO Reveals Why Most ERPs Fail 

In this episode, James sits down with Peter Piluk, a fractional CFO with a programmer’s mindset, to unpack what really matters in ERP rollouts, how just-in-time thinking rescued a niche manufacturing service during COVID supply shocks, and why every owner should build a company that’s sale-ready – even if you never plan to sell. They also touch on Canada–U.S. tariff chatter, running a firm with your spouse, and Peter’s “how, not no” approach to client problems.

Listen Now »
Merushka Chetty

Stuart Jamieson – CFO Discovers $50M Fraud

James Kennedy sits down with Stuart Jamieson, founder/partner at Unbridled Advisory, for a globe-spanning tour of “special ops” finance: Big Eight audit beginnings, 120+ acquisitions, PE carve-ups, shutting union plants the right way, sniffing out accrual games that fake EBITDA, outsourcing production to Asia, and even steering a taxi-medallion liquidation after a buyer’s shocking murder (yes – the same killer later caught after Versace). Stuart also shares lessons from a productivity-challenged Spain assignment, a hurricane-leveled BVI venture he tried to rebuild, and how he now helps founders with CFO services, M&A prep, and capital raises – without broker-dealer baggage.

Listen Now »