If you want to make more money and money mindset, everyone expects CPAs like me to start talking about tax strategy.

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Entity structure. Deductions. Loopholes. Timing income. Accelerating expenses.

And yes, those things matter. I build those strategies for my clients every single day, but the best tax strategy in the world will not fix a mindset that is wired to reject wealth.

If you do not feel safe holding money, you will spend it.
If you do not believe you are valuable, you will underprice.
If you are addicted to chaos, you will create it in your finances.

Your numbers always tell on you.

So before we optimize your tax return, we need to look at something deeper: Your relationship with money. Your relationship with yourself. The thoughts you think on repeat. The reality you are unconsciously reinforcing.

Strategy only works when you believe it will.

These are five books that shift that foundation. Not in a fluffy, “just think positive” kind of way. In a way that will change how you show up, make decisions, and ultimately… earn.

As a disclaimer, this post contains affiliate links. I may receive a small commission if you purchase from these links, but I recommend these because I believe in these books and have read them to build my own money mindset

Must-reads for Money Mindset in Business

1. The Big Leap by Gay Hendricks

This is the book I recommend when someone is doing well but keeps hitting an invisible ceiling.

You land a big client, then something falls apart.
You raise your prices, then immediately question it.
You get ahead, then find a way to pull yourself back down.

Gay Hendricks calls this your “upper limit problem.” You have a subconscious set point for how much success, love, and money you allow yourself to experience. And once you hit it, you sabotage because your nervous system thinks it is protecting you.

This book will make you painfully aware of your patterns. The moments you deflect, overwork, create conflict, or shrink right when things are going well.

If you do not expand your capacity to receive, no amount of strategy will stick.

Buy The Big Leap

2. Busting Loose from the Money Game by Robert Scheinfeld

When they say don’t judge a book by its cover, this is the book they had in mind. Bear with me because this one is a little more unconventional.

Scheinfeld challenges the idea that money is something you “get” from the outside world. Instead, he frames it as something you create through perception and meaning.

He suggests that the numbers in your bank account are not just numbers. They are reflections of decisions, beliefs, identity, and emotional patterns, pointing out that most people are reacting to money instead of creating with it.

They see a dip in revenue and panic.
They see a big month and immediately assume it will not last.
They make decisions from fear, not authority.

This book disrupts that loop. It forces you to question what is actually true versus what you have decided is true. Once you see that, you stop operating like money is happening to you.

You start realizing you are the one driving. He invites you then to play the game.

Buy Busting Loose from the Money Game

3. The Disappearance of the Universe by Gary Renard

This is not a traditional “money book”. And it is not meant to be. In this book, Gary Renard and his two ascended masters Arten and Pursah break down the spiritual guide book A Course in Miracles in a way that makes the text of this book accessible to just about anyone. 

If you actually apply the suggestions within these texts, it will change how you experience everything, including money.

At its core, this book dismantles fear-based thinking by introducing the fact that there are only two core emotions: fear and love. Anything that is driven by love is driven by fear. 

And if we are being honest, most financial decisions are driven by fear.

Fear of not having enough.
Fear of losing what you have.
Fear of being judged, failing, or getting it wrong.

When you make decisions from fear, your strategy gets distorted, and you hesitate, overcomplicate, and cling to safety instead of doing what is truly aligned.

This book helps you separate what is real from what is conditioned. It creates space between your thoughts and your actions. In that space, you make better financial decisions.

Buy Disappearance of the Universe

Buy A Course in Miracles

4. The Surrender Experiment by Michael A. Singer

Most high-performing entrepreneurs are addicted to control.

We want the plan. The forecast. The certainty.

And again, strategy matters. I am not telling you to throw your QuickBooks, marketing strategy, and business plan out the window and “just trust the universe.”

But there is a difference between leading your business and trying to force it.

Michael Singer’s entire life shifted when he stopped resisting what was in front of him and started saying yes to what was unfolding.

What does that have to do with money? Everything.

Because the best opportunities are rarely the ones you planned for.

The client that changes your trajectory.
The pivot that unlocks revenue.
The idea that feels slightly uncomfortable but very right.

If you are too rigid, you miss it.

This book teaches you how to stay open without being passive. How to take action without gripping so tightly that you block the very growth you are trying to create.

Buy The Surrender Experiment

5. The Aligned Entrepreneur’s Guide to Tarot (coming August 2027)

This one is different, and I may be a little biased because I wrote it. 

I already know that this will be controversial because after all, what does the Tarot have to do with money and money mindset? 

Here is what I will say: Tarot, when used correctly, is not about predicting your future. It is about seeing yourself clearly. It is a mirror.

In business, most people are not lacking information. They are lacking discernment.

They ignore red flags.
They override their intuition.
They chase what looks good instead of what is actually aligned.

This book bridges strategy and self-awareness in a way I have not seen done before, and it is the book that I wish I had when I started learning Tarot. 

It connects archetypes, decision-making, financial patterns, and the energetic side of entrepreneurship. Not in a way that replaces logic, but in a way that strengthens it.

The most powerful decisions you will ever make in your business are not purely analytical. They are aligned.

When you learn how to access that alignment consistently, everything changes. Your pricing. Your boundaries. Your growth. Your relationship with money itself.

Stay tuned for August 2027. 

Preorder The Aligned Entrepreneurs Guide to Tarot 

Final Thought

If you are actively implementing strategies and not seeing results, it is worth asking a different question.

Not “what am I doing wrong?”
Instead “what am I believing that makes this hard to hold?”

Most of the time, the gap is not information. It is identity.

You already know you need to raise your prices. Or clean up your books. Or stop avoiding your numbers. You know you should be making that investment in your business and actually following through with what you say you’re going to do. 

If part of you does not believe you are the kind of person who gets to have that level of success, you will hesitate just enough to stay where you are.

So yes, build the strategy.

If it is not working, do not immediately assume you need a more complex plan.

Sometimes the real work is quieter. Less visible. A little uncomfortable.

And far more powerful.

Shift the way you see yourself.
Shift the way you relate to money.

Then watch how differently your strategy starts to perform.