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Forbes Accounting & Tax Our goal is to help you reduce taxes, get peace of mind and grow your business with specialized accounting & tax strategies. Let's connect!

Want to find the hole in your marketing agency’s profit?👉 Comment "SCORECARD" to get the CFO Agency Profit & Cash Flow S...
10/07/2026

Want to find the hole in your marketing agency’s profit?

👉 Comment "SCORECARD" to get the CFO Agency Profit & Cash Flow Scorecard Quiz.

Do the following for your top 10 clients:

Don’t start by cutting expenses.

Start with your biggest clients.

Take each client’s revenue.

Subtract the people, tools and contractors needed to deliver their work.

Then look at what’s left.

You may find that your biggest clients aren’t your most profitable.

And that changes the conversation completely for your next strategic growth meeting.

09/23/2026

Comment "Plan" to get a free business assessment

Death and Taxes - two certainties of life. I can't speak on death, but you can definitely change the tax outcome of your finances.

Keep it simple. Simple scale. 💯
07/04/2026

Keep it simple. Simple scale. 💯

👉 Take the CFO Agency Scorecard to see your agency financial scalability score and related blind spots. It takes less th...
05/20/2026

👉 Take the CFO Agency Scorecard to see your agency financial scalability score and related blind spots. It takes less than 5 mins.

You'll get profit and cash clarity and find out what's costing you peace of mind in your agency.

Shaun: "The Agency CFO Scorecard helped me identify about $19,000 in financial gaps in my business.

Teresa: "Good insights. Plus, simple and easy to complete."

Comment “Score” and I’ll send via DM.

You made $570k last year in your agency and got $12k in your bank account and genuinely cannot tell where the money went...
05/08/2026

You made $570k last year in your agency and got $12k in your bank account and genuinely cannot tell where the money went.

You have an accountant but feel underwhelmed with your current situation.

Not all CPAs operate the same.

Here's the 5-type breakdown:

1. The "Never Reachable" CPA
2. The "Tax Filer"
3. The Bookkeeper “Hybrid" CPA
4. The “Let’s Show No Profit" CPA
5. The "Advisor" CPA

Which accountant do you have? Do your current frustrations make more sense now?

I identify as #5 - The Advisor

I help you build the business that you really desire. A business that gives you money and time freedom.

If you have an accountant who’s not reachable, don’t respond for weeks or you feel like something is missing...

Comment or DM “CPA” and I’ll show you how much more your business would grow with a proactive Advisor CPA.


04/24/2026

Scaling an Agency profitably is based on understanding these two critical components.

Every major growth decision will affect one of these two areas.

Are you playing business or are you actually building one?
04/09/2026

Are you playing business or are you actually building one?

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