I understand how it feels to carry the weight of a modern accounting firm, the constant demand for clarity, the responsibility of protecting client legacies,
When left unchecked, old money scripts can cap your earning potential, push you toward unwise investments, or even sabotage the success you’ve already built. And
It’s time- and task-heavy. You didn’t sign up to: Answer emails at 11 p.m. Babysit clients who ghost your portal. Be the project manager for
You’re not tired just because of the volume of returns. You’re tired because your tax season turned into advisory season — and no one updated
Want to know where growth really comes from? The simple answer. Build an Advisory Business- Be a Year-Round Partner, Not a Once-a-Year Necessity Because avoiding
Welcome to the club. Running a business at this level is like having a pet velociraptor—exciting, impressive, but if you don’t manage it properly, it
As a successful business owner, you learned that growth isn’t just about vision—it’s about numbers, systems, and the confidenceto make the right financial moves. But
In today’s economy, many businesses are facing a tough question: Should we raise our prices in 2025? If you’re grappling with this, let me ask—how
A few years ago, I sat across from a business owner—we’ll call him Mike. It was 2019, and Mike had just hit $3 million in
As CPAs, we’ve been taught to work hard, serve our clients well, and follow the same playbook that’s been passed down for decades. But what
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