Do you want to see six years of real tax firm financials? Every major purchase, what worked, what failed, and how I think about cash flow today?

This is a behind the scenes opportunity for tax firm owners who want more than generic advice. You’ll get immediate access to a complete breakdown of my financial statements from year 1 through year 7, including income statements, balance sheets, owner distributions, and detailed spending decisions.

I’ll show you what I bought, why I bought it, whether it paid off, and whether I would recommend it now.

Then, every month, I’ll add a new video reviewing the prior month’s financials plus my current cash flow forecast for the rest of the year. I also post occasional bonus videos with candid, nonpublic opinions on software, people, and topics in our industry.

If you want to see the financial details behind running a tax firm, including the decisions behind the numbers, plus my honest, nonpublic opinions about our industry, this membership is perfect for you.