Beyond the Spreadsheet: Turning 2025 Insights into Your 2026 Advantage

Don’t wait until tax time to see the gaps. Use your 2025 insights now to build a smarter 2026 strategy, scale with intent, and boost company value.

What’s the Thing with Cash?

I always hear people talk about what they would do with the million/multi-million dollars if they had it, but they talk as if it’s a pipe dream. Rarely do I hear how they will go about getting it or what’s stopping them from breaking through that glass ceiling. In fact, I’ll go out on a limb and say people that talk publicly about their cash or investments are just like those who post “the perfect lives” on social media. Do you ever get the feeling that perhaps everyone is a little afraid of cash? Perhaps it’s the lack of having it that’s the problem or maybe it’s the comparative environment it creates. There is something about it that makes it such a sensitive topic.

Roll of the Dice

Have you ever taken a trip to Vegas? the cards you draw or the dice you roll are still a key component of deciding if you win or lose, but you put the odds a little more in your favor. You’ll have an idea of when to walk away – when it’s okay to take a chance, but you won’t totally lose the game because you’ve allotted yourself so much to gamble with. Having a business can be looked at in much the same way