A stop at an elephant conservation sanctuary before Pattaya. Travel creates space, and space is where the best ideas for building a profitable solo practice come from. Everything I’ve learned is documented in my playbook.
https://t.co/QjL3DFbvfU
Wasn’t able to be at DCPA25, but a fellow Cal Bear sent me this from the floor. Seeing my face up there as the 2025 Innovative Practitioner Award winner still feels surreal. Grateful for this year. Using it as fuel for 2026. Go Bears. Trust the dragon.
#DCPA25
Why most CPAs don’t recommend becoming one:
1.Burnout is real.
https://t.co/DxDbO3vJUq carry all the pressure, get none of the praise.
3.Compliance kills creativity.
But here’s the truth:
Going solo isn’t the exit.
It’s the entry into freedom.
This isn’t just a playbook.
It’s the start of a movement.
72 sales.
$8,818 revenue.
But that’s not the real story.
The real story is that dozens of CPAs are about to change their lives —
because they finally have a blueprint to build freedom, not burnout.
Big waves start small
Even small mistakes on Form 8606 can lead to overpaying taxes, losing tax-free growth, or IRS issues down the road, making proper documentation essential for maximizing your financial strategy.
Check out the latest article in my newsletter: Are You Leaving Money on the Table with Sustainability Tax Credits?
https://t.co/fnieXqR1b3 via @LinkedIn
How to classify gold purchases as a business asset or owner distribution, helping you avoid costly audit issues and tax penalties.
https://t.co/gfUDaRp2NO
Discover how Wealthfront’s Tax-Loss Harvesting can save you thousands in taxes while growing your investments—effortlessly and efficiently.
https://t.co/MC978GxfAP