For years I wore every hat across my CPA firm and coaching company and called it hustle. The truth is I was just exhausted. I did all of it. Vision, operations, sales, delivery. And for a long time I told myself that's what building something requires. But there's a version…
Y'all, I can do both visionary and integrator work. I did both across my CPA firm and coaching company for years. But by my third business I knew immediately I had to step away from operations. Not because I couldn't do it. Because I was finally honest about what it…
Y'all, these two roles are more different than most people realize. And understanding which one you are is genuinely one of the most useful things you can do before you try to scale anything. Visionaries focus on the bigger picture. They thrive on innovation, momentum, possibility, the what-if. Their strengths…
Success doesn't start with working harder. It starts with knowing who you are. Y'all, that's not a tagline. It's the thing most entrepreneurs genuinely skip when they're trying to figure out why growth feels so heavy. Whether you're a visionary or an integrator, growth moves through three stages of alignment.…
Y'all, if your business feels stuck right now, I want you to pause before you touch the marketing or rework the offer or decide you just need to work harder. Because most of the time, it's none of those things. It's a mismatch between who you are and how your…
For years I missed every holiday. Tax season swallowed everything whole. Easter, spring break, all of it. I was either buried in work or so exhausted that even when I was physically present I wasn't really there. Then one year my calendar had personal time blocked on a Tuesday afternoon…
Y'all, this is the question I wish someone had asked me before I spent years burnt out trying to be both. When I started my advisory firm I did what most founders do. I ran everything. Vision, systems, sales, delivery, all of it. I called it hustle. The truth was…
Y'all, this is where TaxPlanIQ stops being a data entry tool and starts being a planning engine. It starts with the platform surfacing something like this: "There are 6 strategies that could save this client $23,000 a year. Want to learn more?" You didn't go looking for that. It came…
Y'all, I've been working toward this version of TaxPlanIQ for a long time. Seeing it actually come together is something I don't take for granted. Everything is in one platform. TaxPlanIQ and Projections combined, RAMP and Wrap all under one roof. No more jumping between tools or piecing together workflows…
Y'all, I want you to actually try this right now. Score yourself honestly from 1 to 10 in four areas. Social life. Health. Finances. Time freedom. Then look at your lowest number. That's your flat tire. And here's the thing about flat tires: it doesn't matter how well the other…
Y'all, while the next version of TaxPlanIQ is being built out intentionally, because there's genuinely nothing else like it in the market and we're not shipping something just to ship it, the version you already have is more powerful than most people are actually using. Here's what I want every…
I felt guilty for admitting I wasn't happy. I had every external reason to be. So instead of sitting with that feeling I built a framework to actually measure what counts. Thirteen survival animals. And I've genuinely been every single one of them at different points in my life. Before…
Y'all know I'm obsessed with ROI. I built a whole value pricing method around it. But today we evolve that conversation into something that matters even more. Return on you. In the SHIFT framework there's a small I right in the center. That I is you. The individual. The asset…
Y'all, I'm going to say something I don't usually say out loud. I am a hermit crab. Over the last couple of years I've lost a lot of my local friendships. My kids are 12 and 9. Between work and constant soccer and baseball tournaments there was just nothing left…
I'll go first. So y'all don't have to wonder how real is allowed. For years the numbers said I made it. My gut always felt otherwise. And I was afraid to admit that. I felt guilty for it, honestly. Because by every Western definition of success I had every reason…
I saved my client $150,000 in taxes and invoiced him a few hundred dollars. That was the night I knew the hourly model was done for me. I was billing $150 an hour. The work took a few hours. Clean, straightforward invoice. My client walked away keeping $150,000 that would…
Life's a rollercoaster. And whether we micromanage every detail or not, things go up and down. That's just what life does. So I want to ask y'all something I ask every room I speak to: are you a unicorn, a dragon, or a rising phoenix? Nate Bargatze actually polled Americans…
This is one of my favorite moments in any session I run. We opened up the live happiness audit and gave everyone four minutes to take it anonymously. And then watched the animals start appearing on screen in real time. Unicorns. Lions. Lone wolves. One after another. There's something about…
I call myself a recovering CPA firm owner. That framing is intentional. I transformed my CPA firm into a tax advisory practice, tripled my revenue, got my hours down to 4 a week, and sold for 7 figures in 2022. That's the version of the story most people want to…
Y'all, this is one of my favorite things to ask a room full of people. A million dollars cash right now, or a penny that doubles every day for 30 days. Which do you take? Most people grab the million. After 30 days the penny is worth over five billion…
Y'all, this is the math I wish someone had shown me years earlier. At a typical hourly rate, hitting $40,000 means billing 133 hours of your life. More than three full work weeks for a single income goal. Now picture that same $40,000 as one value-based engagement. One client. One…
Y'all, showing clients real numbers fast is one of the most powerful things you can do in a tax planning conversation. And this is exactly how I do it. In this video I walk through TaxPlanIQ's tax projections tool from start to finish — setup, inputs, quarterly estimates, final numbers…
If your business feels stuck, it's probably not your marketing or your offer, it might be a mismatch between who you are and how your business is built. Every thriving company needs two types of leaders: the Visionary who dreams it, and the Integrator who executes it. In this video,…
I still remember sitting in my parking lot at night. Couldn't move. Couldn't make myself walk through my own front door. Twelve hours of work behind me. My kids inside. And I just sat there in the dark. Not because I didn't want to see them. Because I had nothing…