Most business owners don’t need a bookkeeper. They need someone who prevents the slow financial death-by-a-thousand-paper-cuts that happens when nobody is actually watching their numbers. Here are the questions that save thousands each year and what to do next.  Here’s the shady secret: A lot of people will happily take your money to “do your […]

This piece emphasizes that financial success isn’t just about strategy—it’s deeply rooted in your mindset and beliefs about money. It argues that without addressing internal patterns like fear, self-worth, and subconscious limits, even the best financial tactics will fall short. The recommended books aim to reshape how you think, decide, and ultimately earn by transforming your relationship with money.

“I only hear from my CPA once per year.” If you only hear from your accountant once a year, you’re not alone. What most people don’t realize is it’s not necessarily a problem with your CPA, it’s just an issue of miscommunication. For many business owners, that’s become the norm: you upload your documents, wait […]

(No, it’s not just buying private jets). Many of my clients ask what the wealthiest Americans are doing to save money on taxes, and I get it! Costs are rising, margins are tightening, health insurance is a shitshow, and business owners are feeling squeezed from every direction. I don’t blame anyone for actively searching for […]

It’s the season of giving and if you’re a business owner.It’s also the season of temptation. Revenue is up, your account balance looks healthy, and you’re ready to exhale after a long year. You might think, “We deserve a good Christmas this year.” And you do. But before you swipe the card, you need to […]