The tax industry is seriously broken.

Your emails? Unanswered

Your tax liability? Way too high
Your tax strategy? Hope and pray

You’re making decisions every day that have very real tax consequences, and your CPA has left you stranded.

Most business owners stay with their CPA out of guilt. Loyalty. Not wanting to hurt feelings.

Meanwhile, your bank account keeps shrinking.

Something's wrong with this picture.

The right tax advisor will: 

• Examine your expenses for all possible deductions
• Proactively bring tax strategies to you 
• Determine the best entity structure to pay less
• Manage your quarterly tax estimates to lower payments

If you are making more than $100,000 in taxable income and your CPA isn’t having these conversations with you, it’s time for a breakup. 

March 2nd at 3pm ET.

 

While others are still "thinking about it," you'll be learning the exact system three advisors used to close $870,000 in Cost Seg in one quarter.

Here's how to make the most of this call:

 Bring a notebook. This isn't passive listening. You'll want to write down the client types, scripts, and partnership strategies we're revealing.

 Block your calendar now. 3pm ET sharp. The call starts on time, and we're not waiting. No replay.

 Come with questions. We're doing live Q&A. If you've got a specific objection you're stuck on or a partnership you're trying to build, bring it.

 Be ready to move fast. The advisors who take action immediately after this call will close deals before April 15th. The ones who "get to it later" won't.

What we're covering:

 The 5 client types that close fastest
 Word-for-word objection scripts
 The leverage play (no cold calling)
 The partnership shortcut
 The tax season countdown strategy

 Monday, March 2nd, 2026
 3:00 PM ET
 LIVE - No Replay

You made the right move. See you Monday.

Opportunities rarely show up announced.

Every day you’re presented with countless chances to become — or do — exactly what you desire.

Some call it “luck.”

But in reality? Luck is just preparation meeting opportunity.

The truth is, opportunities rarely show up announced. They knock quietly — and if you’re not ready, they pass you by.

How to Be Prepared for Success:

 Build Your Skills Before They’re Needed

Don’t wait until you get the promotion offer to start learning leadership. Take a course. Read a book. Practice now.

 Keep Your Tools Ready

Whether it’s a polished resume, a portfolio, or a clean pitch deck, have it ready to send — today — so you can respond instantly when the moment comes.

 Nurture Your Network

Keep in touch with key people in your industry or community, even when you don’t “need” them. The relationship you invest in today could be tomorrow’s open door.

 Stay in the Right Mindset

Visualize the win. Speak as if it’s already on its way. A prepared mind attracts the opportunities it’s ready for.

This week, think of one big opportunity you’d love to land — and ask yourself:

If it came today, would I be ready?

If the answer is “not yet,” start preparing now. Because when preparation meets opportunity, it looks a lot like luck!

Motivation Isn’t the Key

He didn’t say a word.

He didn’t need to.

The moment those glasses slipped over his tiny ears and rested on his nose…

His world came into focus for the very first time.

And then…

That smile.

That awe.

That quiet miracle of seeing the faces that have loved him all along.

You hear his parents in the background, voices overflowing with joy.

Because in that one moment, everything changed.

It’s a powerful reminder of how much we take for granted -

The beauty we can see.

The voices we can hear.

The steps we can take.

The meals we can share.

The air we can breathe.

So today, if you’re able to do something - anything - others can’t…

Pause.

Cherish it.

Let gratitude flood the ordinary.

Because every minute, every breath, every blink -

Is a gift!!

The Q1 mistake that'll ruin you!!

We once had a bookkeeper brag she could save me $20K in Q1 by cutting marketing.

Needless to say she was fired soon thereafter. 

You don't cut the lifeblood of your business and expect the body to keep running.

For some reason, Q1 makes a lot of smart operators start doing dumb math. They skim their P&L and in a panic, they start subtracting.  

By that I mean they start slashing line items that were never expenses to begin with (like marketing.)

Marketing that produces deal flow is not a cost. People who create leverage are not a cost.  

When you actually have a plan, those are investments that return cash and control. Subtraction strangles growth, and in the end will ruin you.

If you read this and feel called out a little bit... well, good. 

You're probably successful on paper, but capped. You don't need more effort... you need proximity that cuts through noise and proven advice to help you make hard decisions in real time.

That's what happens in seconds.  

If you want to know more, see the magic now. There's still time to finish Q1 better than it's going.

The Game-Changer Every Business Owner Needs to Know

In today's digital age, business has evolved. The days of relying solely on local networking are over. Leveraging social proof is crucial to standing out in a global marketplace.

Why Social Proof Matters

• Builds Trust Quickly: Potential clients trust you more if they see others have had positive experiences.

• Differentiates You from Competitors: Highlights your unique value and past successes.

• Demonstrates Value: Shows how you've helped businesses improve their financial health and achieve goals.

  
  

Strategies to Leverage Social Proof

1. Showcase Testimonials and Case Studies: Display them on your website and LinkedIn profile.

2. Share Success Stories on Social Media: Regularly highlight recent successes and client testimonials.

3. Offer Value Upfront: Provide insights and strategies through blog posts, webinars, or free consultations.

4. Request Reviews and Referrals: Encourage clients to leave reviews and refer you to others.

To thrive, build a robust online presence and engage in online communities. Create and share valuable content addressing common challenges faced by your target audience.

Naps should be non-negotiable!

There’s a common misconception that taking a nap is somehow lazy or unproductive. That couldn’t be farther from the truth.

When you’re exhausted, your body and brain can’t function optimally, so you’re not doing yourself any favors trying to muscle through. A short nap can help get you back on track by:

	Boosting mental clarity and mood
	Enhancing focus and productivity (no caffeine required)
	Improving memory and immunity