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Save the date (Sept. 20th) and join me and Jeff

August 28, 2014 @ 12:11 pm posted by David Finkel

I wanted to share with you a victory in my business life – after just 2 weeks since its release, the publisher of my new book, Scale: 7 Proven Principles to Grow Your Business and Get Your Life Back, just ordered a second printing! Thank you for all of you who have gotten a copy  Continue

New IRA Rollover Changes You Need to Know

August 26, 2014 @ 11:28 am posted by Amanda Han CPA ( Tax Strategist)

Why keep your money in the stock market with assets that you have no control over? If you can think of a good reason to do that then please let me know. My philosophy has always been that diversification may not always be a good thing. For example, if you know your local real estate  Continue

Webinar almost full; reserve your seat now

August 20, 2014 @ 12:55 pm posted by David Finkel

I told you on Tuesday about the special 60-90 minute live webinar I’m co-hosting with my friend and co-author Jeff Hoffman, co-founder of Jeff helped scale from zero to $1 BILLION in sales in less than 4 years. Today is worth over $50 billion. Jeff is also my co-author of, Scale: 7  Continue

Webinar this Thursday with co-founder of

August 19, 2014 @ 12:53 pm posted by David Finkel

Yes, we did arrange the date and locked down Jeff Hoffman, co-founder of, to join me for a private 60-90 minute webinar this Thursday (August 21st). The LIVE webinar will start right at noon pacific; 1pm Mountain; 2pm Central; 3pm Eastern and go for 60-90 minute webinar. Jeff is my co-author of Scale: 7  Continue

View 2 chapters of SCALE (free sneak peek)

August 14, 2014 @ 12:55 pm posted by David Finkel

As promised on Tuesday I did figure out a way to satisfy my publisher (Penguin Random House) and (who is posting an excerpt from the book today August 14th). As my good friend says, “Think outside the box, but inside the rules.” Here’s what we’ve arranged for you and the other members: We’ve set  Continue

7 Proven Principle to Grow Your Company (and get your life back!)

August 12, 2014 @ 12:35 pm posted by David Finkel

Last summer I began writing a brand new book on growing a company with Co-Founder Jeff Hoffman. It is finally coming out in 2 days time! This is by far the best business book I’ve ever written. The book is called, SCALE: 7 Proven Principles to Grow Your Business and Get Your Life Back.  Continue

6 Do’s and Don’ts of Self-Directed Retirement Investing

August 5, 2014 @ 12:25 pm posted by Amanda Han CPA ( Tax Strategist)

Did you know that most people can put way more than the $5,000 or $6,000 into a retirement account? In fact, we have clients that can put over $100,000 per year into a retirement account and take a $100,000 tax deduction for it! If you haven’t already done so, be sure to download your FREE  Continue

5 Ways to Significantly Increase Your Profits with Proactive Bookkeeping

July 23, 2014 @ 11:19 am posted by Amanda Han CPA ( Tax Strategist)

Did you know that a recent study shows that over 75% of business owners Do Not effectively utilize bookkeeping as a business tool.  The majority of businesses use bookkeeping solely as a way to track historical data. This is what we refer to as “Reactive Bookkeeping”. Bookkeeping, as mundane as it may appear, is actually  Continue

Who’s Playing On Your Team?

July 17, 2014 @ 1:17 pm posted by Amanda Han CPA ( Tax Strategist)

One of the reasons that people end up paying more than their fair share of taxes is because they simply don’t understand the tax code. Who can blame them though. With hundreds of thousands of pages, the tax code is written in a language all on its own. If you think I’m joking, you should  Continue

Another Common Entity Mistake You Need to Avoid

July 15, 2014 @ 12:13 pm posted by Amanda Han CPA ( Tax Strategist)

One thing that is great is that as practicing CPAs, we get to meet with clients all the time and in these meetings is when we get the most inspirations for our weekly newsletters to share with you. There are lots of real life situations that we can share with you guys on things to  Continue

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Business Owners Success Conference: Work Less, Grow More! September 20, 2014 in Orange County, CA CLICK HERE to join us!

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