Webb CFO

Webb CFO At Webb CFO, we know that you want to have peace of mind as your business grows. In order to do that , you need a trusted partner to handle your accounting.

We’re excited to share that Webb CFO has been selected to be featured in again.✨The Scout Guide is a curated print and ...
05/22/2026

We’re excited to share that Webb CFO has been selected to be featured in again.✨

The Scout Guide is a curated print and digital publication that highlights standout local businesses, entrepreneurs, and community leaders. It’s known for showcasing the people and stories behind independent businesses across the country.

Our team photoshoot is happening this month, and the official feature will launch later this year.

📸Until then, here’s our feature from last year!

We’re honored to be included and can’t wait to share more when it’s live!

05/21/2026

Tax season may be over, but some of the most important financial decisions for your practice are just beginning.

Right now, we’re seeing healthcare practices shift into planning mode. Teams are regrouping after Q1, revisiting growth goals, and preparing for what the rest of 2026 could look like. 

One of the biggest conversations we’re having right now is around legal entities and tax strategy.

A lot of business owners come out of tax season realizing they didn’t fully understand how their entity structure impacted what they owed. By the time returns are filed, there’s often limited ability to make meaningful changes for the current year.

That’s why now is the time to start planning ahead. We work closely with practices to help them understand how their structure impacts operations, profitability, compensation, and long-term planning. The earlier these conversations happen, the more flexibility you have moving into 2026.

If entity structure, compensation strategy, or tax planning conversations have been sitting on your to-do list, now is a good time to revisit them.

I feel like I need to say this about acquisitions in healthcare practices.We’re seeing more practice owners either explo...
05/20/2026

I feel like I need to say this about acquisitions in healthcare practices.

We’re seeing more practice owners either exploring growth opportunities or being approached by buyers for the first time.

With those conversations often comes due diligence requests, valuation discussions, and deeper financial reviews, sometimes on very short timelines.

That’s why it’s important to understand your numbers before you’re in the middle of a transaction.

Clear financials can help identify potential issues early, support more informed decision-making, and provide a better understanding of what may impact the value of your practice.

Even if a sale or acquisition isn’t part of the immediate plan, knowing where your practice stands can create more flexibility and more options long term.

05/14/2026

Infusion care can strengthen both patient outcomes and practice revenue. So why do so many clinics hesitate to offer it?

In the latest episode of , powered by the Consortium of Independent Immunology Clinics (CIIC), I’m joined by Prateek Bhatia from Intrafusion by McKesson to break down what’s really behind that hesitation and what it takes to do it right. We cover:

💉 Why infusion services are becoming critical for independent practices
📉 The financial and operational risks most providers underestimate
⚙️ How the right support model can remove administrative burden and protect cash flow

If you’ve ever considered bringing infusion in-house or struggled to make it work, this conversation will give you a clearer path forward.

🎧 Tune in on any podcast listening platform or at webbcfoforphysicians.com/podcast

Being a mom has taught me that leadership isn’t about doing everything perfectly, it’s about showing up with love, patie...
05/11/2026

Being a mom has taught me that leadership isn’t about doing everything perfectly, it’s about showing up with love, patience, strength, and purpose, even when no one sees all that you’re carrying.

I’m feeling especially proud to be a mom and grateful for the woman who first taught me what that kind of strength looks like, my own mom. Her support, resilience, and quiet work behind the scenes shaped so much of who I am today.

At Webb CFO, I’m also grateful to work alongside incredible moms who bring that same care, focus, patience, and determination into everything they do.

Motherhood teaches us how to adapt, lead, listen, and keep going, lessons that show up in business, in teams, and in life.

To all the mothers, stepmothers, grandmothers, mother figures, and working moms doing it all, we see you, we appreciate you, and we celebrate you.

With love,
Sarah & the Webb CFO team💙

(📸 Sarah and her mom, 1985)

05/09/2026

What if better patient outcomes also meant lower healthcare costs?

In this episode of Profits in Practice—powered by Consortium of Independent Immunology Clinics (CIIC)—I sat down with Dr. Charles Van Duyne to talk about how his role has evolved from physician to advisor, helping businesses rethink healthcare spending. We discuss:

📊 How employers can use data to understand healthcare costs
📱 The role of digital health tools in managing chronic conditions
📉 Why better outcomes often lead to lower costs
🏥 How physicians can think beyond traditional care delivery

This conversation connects the dots between clinical care, technology, and the business side of healthcare.

🎧 Listen here: webbcfoforphysicians.com/podcast

A note from Sarah...“You may not realize this, but if your spouse is a business owner, you are—by default—married to the...
05/08/2026

A note from Sarah...

“You may not realize this, but if your spouse is a business owner, you are—by default—married to their business partner.
 
I often tell clients that a partnership is much like a business marriage. What I never anticipated was that I would literally become my spouse’s business partner after my husband passed away.
 
My husband was a solo practitioner for nearly 15 years. In 2021, he merged with another firm that had two partners.

Those 18 months were the most difficult of his professional life. The values weren’t aligned, the hours were unsustainable, and the culture wasn’t right.

Eventually, he and what I came to call the “good partner” decided to leave and start their own firm. The three years that followed were the highlight of his career.

He loved the people he worked with, brought levity to very serious situations, and grew the firm with intention and integrity.
 
Now, that “good partner” and I are navigating the aftermath of what happens when someone dies too young—and without a plan.

I didn’t choose this partner for myself, yet we are required to work together to make decisions that impact both of us professionally and financially.
 
While she and the firm are grieving the loss of a partner and managing the practical realities of running a law firm with a missing owner, she has been thoughtful, considerate, and has gone above and beyond to look out for my family and me.
  
But I can’t help but ask:

What if we were still partnered with the “bad partner”?
What if I were owed a significant amount of money with no access to it?
What if I had no visibility into a complex business structure?
 
For most couples, the business is their most valuable asset.
 
Take steps today to put safeguards in place—corporate powers of attorney, buy-sell agreements, and clear instructions for the “just in case.”
 
Don’t leave your grieving spouse to navigate complex business decisions when their focus should be elsewhere.“

We're taking a (very) brief pause from conference content because this topic came up more than once in conversations at ...
05/06/2026

We're taking a (very) brief pause from conference content because this topic came up more than once in conversations at CureNet Research and Consortium of Independent Immunology Clinics (CIIC), and it’s one worth talking about.

Post-tax season, growth and wealth-building are top of mind for a lot of practice owners. But one thing we see over and over is this, growth in private practice isn’t just about making more money. It’s about making smarter financial decisions with the money you already have and the opportunities in front of you.

From banking relationships and financing options to private equity, debt structure, and long-term wealth planning, there’s a lot for physicians to navigate. And one of the biggest mistakes we see is moving too quickly without slowing down to ask the right questions first.

After working with dozens of clients, we’ve seen what works, what doesn’t, and the questions you need to ask.

Check out our perspective in the full blog post here:

🔗 https://webbcfoforphysicians.com/what-physicians-need-to-know-about-growth-banking-and-building-real-wealth-in-a-private-practice/

The CIIC Conference was full of the kind of conversations that don’t always happen in day-to-day practice, but should.Th...
05/05/2026

The CIIC Conference was full of the kind of conversations that don’t always happen in day-to-day practice, but should.

There was a clear theme throughout the sessions and panels: independence alone isn’t enough anymore. The future of private practice depends on how well we collaborate, share knowledge, and build stronger systems together.

We talked a lot about growth, but not in the way it’s usually framed. Growth isn’t just about adding more services or chasing new revenue streams. It’s about building the right mix of services, supported by strong operations and the right team.

In-office dispensing, clinical research, and other revenue opportunities all came up as ways to strengthen a practice. But the message was consistent, none of it works if your foundation isn’t solid.

There were also some very real conversations about what practices are up against. Increasing documentation requirements, pressure from payers, and the ongoing challenge of balancing quality care with financial sustainability.

And through all of it, one thing stayed front and center, protecting the patient-physician relationship.

That’s the work.

Grateful to be part of these conversations and to learn from so many thoughtful leaders who are building practices with intention.

05/01/2026

There’s no perfect formula for when to open your next clinic location.

And no clear signal for when it’s time to hire.

In this episode of Profits in Practice—powered by Consortium of Independent Immunology Clinics (CIIC)— I sat down with Pam Hamby to talk about scaling a medical practice across multiple locations, fast.

You’ll hear how they approached:

📈 Tracking schedules, referrals, and patient flow to guide decisions
👩‍⚕️ Building teams that can flex and adapt across locations
⚙️ Creating consistent systems without making providers feel robotic

If you’re waiting for the “right time” to grow, this episode might shift your perspective.

🔗 Listen to Profits in Practice on any podcast platform!

Looking back on the CureNet Research Conference and all I can say is it felt different in the best way.From the first se...
04/30/2026

Looking back on the CureNet Research Conference and all I can say is it felt different in the best way.

From the first session to the final conversations, there was a clear focus on something that doesn’t always get enough attention, supporting and strengthening physician-led research at the site level.

We heard from incredible speakers across angioedema, urticaria, food allergy, anaphylaxis, and clinical trials in community settings. But what stood out most wasn’t just the content, it was the shared goal behind it.

Building better investigators. Creating stronger sites. Having honest conversations about what’s actually working and what isn’t.

The afternoon sessions took it a step further with practical discussions around operations and what it really takes to succeed in clinical research today.

CureNet is built differently. It’s led by physicians, for physicians, with a focus on supporting the people doing the work, not pulling value away from them.
That’s what makes this exciting.

Grateful to have been part of the inaugural meeting and looking forward to what comes next.

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