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

Patrick McCarthy – How This Fractional CFO Navigated a $111M Acquisition

In this episode, James Kennedy sits down with Patrick McCarthy, founder of My Startup Consulting, to explore what it really takes to be a fractional CFO for early-stage startups – where chaos is constant and clarity is priceless. Patrick shares how his love of metal music and the “rules of the mosh pit” mirror startup leadership, why he left M&A for the unpredictable world of startups, and what founders must do to operationalize budgets so forecasts become reality. They also dig into fundraising realities, making tough cost-cutting decisions, EOS Rocks alignment, and Patrick’s firsthand experience helping guide a major acquisition exit.

Listen Now »
Merushka Chetty

Vincent Biscaye – Why Food Startups Fail (Finance Secrets)

In this episode, James Kennedy sits down with Vincent Biscaye, founder of Two Step Advisors and former commodities trader who walked away from a high-flying career to help entrepreneurs build real, sustainable businesses in CPG (especially food & beverage). Vincent shares how growing up across multiple countries shaped his leadership style, why finance in CPG is uniquely brutal (and why so many brands get blindsided), and what founders must understand about working capital, distributor deductions, promotions, and inventory accounting. They also unpack the fundraising reality for beverage brands, the pivot Vincent made from building a cold-pressed juice brand to launching his advisory firm, and the exact stage where fractional finance support becomes a game-changer.

Listen Now »
Merushka Chetty

Rachel Phillips – Lawyer Turns CEO: Building a 52-Person Accounting Firm

In this episode, James Kennedy sits down with Rachel Phillips of Fully Accountable – a trained M&A attorney who now helps lead a 52-person outsourced accounting and CFO services firm. Rachel shares how a background in competitive Irish dancing shaped her endurance and consistency as an operator, why she chose entrepreneurship over a traditional law career, and how Fully Accountable evolved into a metrics-driven, values-led team built for modern businesses. They also dig into 13-week cash-flow forecasting, budget discipline (without rigidity), purchase orders as a control mechanism, and what founders should know when preparing to sell a business.

Listen Now »