If your CPA is concentrating on THIS - it could cost you millions

I’ve been in the accounting business long enough that I can say it:

Most CPAs are like archaeologists.

They show up after everything's happened, dust off the artifacts of your business decisions, and tell you what went wrong.

"Ah yes, looking at these financial remains, I can tell you lost money here... overpaid taxes there... and this decision? That's going to cost you about $500,000."

Thanks. Super helpful.

Let me share an example similar to how I’ve helped clients before.

A business owner—a leader of a regional chain of luxury wellness centers generating $15M annually—was working with a highly respected accounting firm. They were poised to make a series of decisions that would have triggered:

$500,000 in immediate tax liabilities Massive underpayment penalties A business valuation that underpriced their life’s work by $3 million

But it didn’t have to happen that way.

Because while archaeologists dig through the past, architects design the future.

By approaching the situation like an architect, opportunities were uncovered:

Restructuring their entity eliminated that $500K tax bomb. Separating operations, real estate, and intellectual property optimized their tax position. Designing an earn-out structure netted $5-6 million—far surpassing the $1.7M their previous advisors had projected.

And this isn’t an isolated scenario.

Take the video game studio that hadn’t filed taxes in seven years. Their previous firm projected a $3M tax bill. By architecting a proper strategy, the liability was reduced to $200K, and they landed a $50M deal with a major player in the market.

Or the online marketer who saved $200K in taxes by strategically investing in short-term rentals—a move that ultimately helped 200+ other investors avoid critical reporting errors.

The difference?

Architects ask different questions than archaeologists.

Instead of "What happened last year?" we ask "What do you want to happen next year?"

Instead of "How do we minimize the damage?" we ask "How do we maximize the opportunity?"

Instead of "How do we clean this up?" we ask "How do we prevent this from happening?"

But before you get to that point, you have to look at your business right now, at the beginning of the year and ask this important question - one that changes everything:

"Is your CPA an archaeologist or an architect?"

Here's how to tell:

Do they only contact you during tax season? Are your meetings focused on past performance rather than future strategy? Do they react to problems instead of preventing them? Are they documenting your journey rather than helping design it?

If you answered "yes" to any of these, you're working with an archaeologist.

And while archaeology is a noble profession, it's not what you need when building your financial future.

You need an architect.

Someone who can:

Design tax strategies that save you hundreds of thousands Structure deals that maximize your upside while minimizing risk Create systems that prevent problems before they happen Build a financial future that actually helps you get CLOSER to your Solvable Problem

That's what we do at Nth Degree.

If you're tired of having your financial team show up with a shovel to dig through last year's decisions, let's talk.

Hit reply and tell me about your business. If I think we’re a good fit to work together, we'll schedule a call to explore what it would look like to start building your financial future, rather than just documenting your past.

And if we’re not a good fit, I’ll share some resources to get you to the next step this year.

Here’s to your success and financial certainty.

RECOMMENDED RESOURCES
Best resources to fund your Solvable Problem™.

Learn how to achieve financial certainty, navigate risk, and build wealth on your terms
Read Rigging the Game Book

Discover the unique way you’re designed to build wealth
Take the Wealth Type Assessment

LET’S WORK TOGETHER
When you’re ready, here’s how I can you fund your Solvable Problem™:

Each month, my Firm takes on up to 10 clients to work with on a 1-on-1 basis. If you're ready to expedite getting what YOU want, on YOUR terms, without compromising who YOU are - it's time to grab some time with my team. 

Book a Call with Nth Degree CPAs