Most small business owners only interact with their accountant once a year. That single meeting often focuses on compliance, filing, and fixing what already happened. In Podcast #488 of the Small Business Money Mindset and Tax Truth series, the conversation challenges that model and explains why proactive, CFO-first financial leadership leads to better decisions, lower taxes, and sustainable growth.

Selling a business is not a quick decision. It is a strategic process that rewards owners who prepare early, understand what buyers evaluate, and build their company into a transferable, low-risk, and scalable investment. Many owners only think about the sale when they are already tired, ready to retire, or facing pressure. By then, value is usually left on the table.

For years, uncertainty surrounding Section 174 made many businesses hesitate to pursue the Research & Development (R&D) Tax Credit and Deduction. Since 2022, complex capitalization rules and compliance burdens left even innovative companies wondering whether the work was worth the effort.

Hey there Entrepreneurs, TODAY I want to talk about 2 major complaints we constantly hear from business owners about their tax services: 

“THE FIRST - IS that They’re NOT very responsive, especially at tax time and the SECOND is - I feel like I’m paying too much in tax and that there’s more I could be doing to lower my tax bill”

Taking shares for your fee is an excellent way to create upside for your consulting work, but make sure you are being smart about the transaction