In this episode of the Achieve Podcast, host Taylor Baker sits down with Jackson Pace, founder of Refractional CFO, to discuss building a niche financial services firm dedicated to optometry and ophthalmology practices. Jackson shares how his background in public accounting and healthcare finance led him to create a specialized business focused on helping doctors operate more effectively as business owners.
What You’ll Learn:
- Why specializing in a niche industry can create stronger client relationships and clearer market differentiation
- How healthcare professionals often need financial and operational support beyond traditional accounting services
- The importance of building scalable systems and standard operating procedures during periods of rapid growth
- How AI is currently being used to improve internal operations, documentation, and workflow efficiency
- Why delegation is essential for founders who want to grow beyond being the center of every client interaction
- How referrals and relationship-driven hiring can outperform traditional recruiting methods
- The value of internship programs in developing future talent and strengthening company culture
- Why long-term business satisfaction comes from serving clients well rather than chasing arbitrary growth milestones
Throughout the conversation, Jackson emphasizes the power of intentional growth, specialization, and building a team that aligns with the company’s mission. His approach highlights how service-based businesses can scale successfully by focusing on operational excellence, trusted relationships, and delivering meaningful value to a clearly defined audience. The episode offers practical insight for entrepreneurs, firm owners, and professionals looking to grow sustainably while maintaining a strong client experience.
To learn more about Jackson Pace and his work, visit refractionalcfo.com.