January 10, 2025
Missed the live session? Watch the replay of the Veterinary Finance Expert Panel, part of the Veterinary Business Institute’s Annual Expert Panel Webinar Series. This informative and engaging one-hour session is tailored for veterinarians and practice owners seeking to elevate their financial literacy and strengthen their practice’s financial health.
Led by a panel of industry experts, the webinar dives into practical strategies for overcoming financial challenges unique to veterinary practices. Whether you’re looking to improve budgeting, manage costs more effectively, or build financial resilience, this session provides actionable insights to help you succeed.
Key Takeaways:
Why Watch?
This webinar is an invaluable resource for veterinary professionals looking to optimize their practice’s finances, improve profitability, and navigate the ever-changing economic landscape.
Watch the replay now and take the first step toward mastering financial resilience in your veterinary practice.
Principal and Founder, Fit Money CPA
Michelle is the Principal and Founder of Fit Money CPA, where she passionately guides business owners through the financial, strategic, and organizational frameworks essential to building a thriving business. Her goal is to provide clients with the insights and tools to operate with confidence and achieve remarkable growth.
With a CPA designation and a Master’s in Taxation from the University of Denver, Michelle specializes in delivering impactful tax solutions, including significant tax savings through thorough research and adept negotiation. Her expertise has enabled clients to optimize their business structures, from corporate buy-outs and pay scale restructuring to selecting the most advantageous business entity—each step aligning business activities more closely with the owner’s values and vision.
Michelle brings extensive experience in public accounting and tax from her time with Deloitte and Touche, as well as Cotton and Allen, before founding Fit Money CPA in 2008. A native of Louisville, she remains an active community volunteer and is a proud member of the American Institute of Certified Public Accountants and the Kentucky Society of CPAs.
Outside of her professional life, Michelle enjoys cycling, cooking, and spending time with her cats.
Key Expertise:
Founder & Visionary, CPAs for Veterinarians / JF Bell Group
With over 35 years of experience, Jimmy Bell is the founder of a niche accounting, coaching, and consulting firm dedicated exclusively to serving veterinarians across the United States. His extensive expertise in accounting, financial strategy, and practice management empowers veterinary professionals to achieve their financial goals.
Jimmy is deeply committed to the veterinary industry, actively participating in continuous learning and contributing to the field. He frequently attends and presents at prestigious national veterinary conferences, including VMX and FETCH, and offers CE-quality programs at various industry-sponsored events. His leadership extends to serving on the American College of Veterinary Internal Medicine (ACVIM) Finance, Investment, and Audit Committee, as well as holding an appointment from Idaho Governor Butch Otter to the Idaho State Board of Accountancy. He is also a past president of the Idaho Association of Public Accountants.
When he’s not supporting his clients, Jimmy enjoys traveling, engaging in outdoor activities, spending quality time with friends, and flying planes. He lives by the motto: “Every day is a new day—control the controllable and enjoy life!”
Top Skills:
Founder & CEO, VetBooks
Martin Traub-Werner’s journey as an entrepreneur and business leader began at the age of seven when he dressed up as a businessman for Halloween. Over the last four decades, Martin has honed his skills in strategic human resources, relationship marketing, and creative problem-solving, working across both small businesses and Fortune 500 companies.
Martin completed his Bachelor of Arts in Economics and Spanish at York University in Toronto, Canada, followed by a Master’s degree in Industrial and Labor Relations (MILR) from Cornell University. His early career was marked by significant roles in human resources, including at Avery Dennison Corporation, where he contributed to a global HR team, and Liberty Mutual, where he consulted with senior leaders on strategies for operational improvements and customer experience enhancement.
Driven by a passion for building and innovating, Martin founded VetSuccess in 2013, creating the veterinary industry’s first business intelligence and data analytics platform. VetSuccess was acquired by Vetsource in 2018, where Martin then served as Vice President and General Manager of Data and Platform Technologies, focusing on leveraging data and technology to solve complex challenges for veterinary practices. In 2022, Martin transitioned to focus on VetBooks, a company he co-founded in 2017 to deliver specialized bookkeeping solutions for veterinary practices, bringing financial discipline and insights to support independent veterinary clinics.
In addition to his entrepreneurial ventures, Martin is an active volunteer with RISE Asset Development, serving on the loan review committee and mentoring emerging entrepreneurs. Fluent in Spanish, Martin brings his skills in relationship management to every client engagement, helping businesses achieve their objectives through effective process automation, CRM, and database marketing.
Currently based in Nanaimo, British Columbia, Martin lives with his wife, Tamara, their two teenagers, and their beloved Texas street dog, Austin.
Specialties:
Webinar Moderator
Co-host, Veterinary Business Podcast
As an influential leader, Michael looks for opportunities to add value to people. He believes everybody has untapped potential, and most of us have a desire to unlock and engage this potential as we experience the adventure of life and achieve the success that matters.
Part of that success for Michael looks like empowering leaders to lead themselves and others and helping them achieve prosperity in every area of life that they can’t wait to give away to others!
Michael is a recognized Leadership and Business Advisory Coach within an exceptionally diverse range of businesses and organizational sectors.
He is also a professional mediator and facilitator. In addition, he also holds the following qualifications and designations: Qualified (Q.MED) mediator with the ADR Institute of Canada.
Top Skills: