You’re probably thinking, “No way! My accountant knows their stuff and has YEARS of experience.”

But here’s the truth.

No matter their education, experience, or credentials…

Most CPAs and Accountants are generalists who serve a wide range of clients in all kinds of different industries.

That means they don’t have the time to develop the skills and expertise needed to understand the unique challenges you face as a self-employed Marketer or Marketing Agency Owner.

How do I know that?

Well, because that used to be me. I used to have accounting, tax, & financial consulting clients of every size in all different kinds of industries.

But one day, I had an epiphany...

I realized that instead of trying to be a "jack of all trades" accountant, I needed to specialize in working with a specific type of client. 

When I thought about who I wanted to focus on serving, I noticed that out of all the clients I'd worked with, I'd always been able to get marketers especially good results...

Now, I dedicate my accounting firm to serving marketing agency owners at every stage of the ownership cycle.

And here's the thing...

No matter where you're at in your career, not managing your finances or accounting can cause you to make financial and accounting mistakes that are deadly for your agency. In fact, 90% of the marketers I talk to are in this situation right now.

The truth is, while things like creating a budget and saving for retirement are key to your financial freedom...

What's the point if you don't manage the financial health of your agency?

That's why I decided to write my latest book...