Jackson Pace (Refractional CFO)

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 differentiationHow healthcare professionals often need financial and operational support beyond traditional accounting servicesThe importance of building scalable systems and standard operating procedures during periods of rapid growthHow AI is currently being used to improve internal operations, documentation, and workflow efficiencyWhy delegation is essential for founders who want to grow beyond being the center of every client interactionHow referrals and relationship-driven hiring can outperform traditional recruiting methodsThe value of internship programs in developing future talent and strengthening company cultureWhy long-term business satisfaction comes from serving clients well rather than chasing arbitrary growth milestonesThroughout 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.