Facing The Music If you're not at the spot you want to be with your firm, something has to change. That seems simple, but I struggled at the same spot for years with my firm. Sure, revenue was increasing, and I was adding team members, but what I envisioned for my...

This week, we will get into the required adjustments to shift your team to offer advisory services. Same Team. Different race. This past weekend, I completed the Wilderness Traverse adventure race. It was a 150 Km (93 mi) course over 24 hours, travelling by bike,...

This week shows how to turn choices into plans and then into systems. Systems For Everything I'm bullish on systems. Breaking down your firm into identifiable systems makes growth faster. It makes troubleshooting what's not working easier. I use a 9 system framework....

This week dives into the road map to better complexity The Simple My brother is a high school English teacher. He’s constantly telling me about the power of words.  He says words usually carry a connotation: an association or preconceived meaning. And that got me...

#TaxTwitter on X (formerly Twitter) can be a crazy place. Here’s a tidbit from earlier this week What Does It Take 4 Days ago, Moshe Mindick posed a question on #TaxTwitter about how much revenue a solo operator could make before having to make that first hire: Catch...