About a month ago, deep inside one single line of The 15 Hour Accountant Newsletter, I casually mentioned that I’m pulling back on my newsletter (my firm newsletter called “Money Stuff”, not this one!) and my podcast. You can read the original mention here.

If taking the first step to starting your own accounting / tax / CAS / fractional CFO firm is on your 2026 resolution list, and you don’t know where to start, here are the 5 simple foundational steps to building the foundation of your firm:

Oh, 2025…what will I say about you? You were a doozy. It’s probably not an exaggeration to say that after 8 years of firm ownership, 2025 was my most emotionally taxing (no pun intended) to date.

I’ll officially declare my 2026 planning session last week (that happened at my kitchen table, overlooking the valley and mountains) a booming success. Not because I plan to grow X% next year, quite the opposite actually, but because I felt like I walked away with clarity and peace.

It’s Wednesday, so I would normally be off from accounting firm work today, but I shifted my week a little due to the holiday. My parents were in town until yesterday, so I took most of Monday off to hang with them.

A few years back, I onboarded a new client that was big on running his company on EOS (Entrepreneurial Operating System). At a similar time, some bigger accounting firm owners were talking about EOS for their internal firm operations as well.

A couple weeks ago, my car started making a funny noise (it’s 11 years old, so it’s allowed). I wanted to take it to my favorite mechanic in town, Mike, but he’s hard to get ahold of.

At the end of every month, I block 4 hours on my calendar to plan out the upcoming month. Every 3 months, that time includes planning the next 3 months as well. This past Monday, I planned October and Q4.

And now for a whole bunch of random stuff…

My 2024 In Review

There were a number a good questions I received after last week’s Onboarding SOP email. Here’s a couple…

I mentioned an onboarding SOP (standard operating procedure) a couple months back and the questions came in. Here are just a couple…

Staying on the topic of email from last week, here’s a question from a fellow subscriber…Curious, at some point, would you be willing to share about the email filtering system you have in place?

You're the first to see my new ebook! 🤩

I’m a ruthless, semi-obsessed time blocker. It actually started about 10 years ago when I was still in my corporate job.

I'd like to hear more about your weekly/monthly client schedule, especially how you juggle and prioritize all 10 of your clients on a monthly basis

a little background on me and my journey