Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not. Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team. In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk: Why bookkeeping alone is a race to the bottomThe mindset shift that helped him raise...
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Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not. Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team. In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk: Why bookkeeping alone is a race to the bottomThe mindset shift that helped him raise...
The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
CFO Chronicles: The Secrets Behind Success
39 minutes
1 month ago
The Tax Strategy Rich People Use (But Never Talk About) - With Daniel Lake
$40,000,000. That’s how much Dan Lake’s clients have saved on taxes and most people have never even heard of the strategy. In this episode, Dan reveals how he helps CPAs and high-net-worth individuals shrink tax bills using solar tax equity deals most pros overlook. You’ll learn: • Why mortgages are one of the worst financial tools • How W-2 earners can legally offset massive tax burdens • The strategy that turned a $2M tax bill into nearly $0 • Why most CPAs miss this and h...
CFO Chronicles: The Secrets Behind Success
Most firm owners stay stuck under $10K/month because they think “good work” is enough. It’s not. Cameron Williams got fired while expecting his first child. Since then, he’s built KynLi Consulting, helped clients save $2M+ in taxes, and built a lean CFO firm with a 7-person team. In this episode, he breaks down the real steps that helped him scale, without relying on referrals, ads, or undercharging. We talk: Why bookkeeping alone is a race to the bottomThe mindset shift that helped him raise...
