FINANCIAL STRATEGY — by Ray Costello
The 'Historian' vs. 'The Architect': Why Your Accountant is Costing You Money
There are two types of financial professionals. You likely have the first one. You desperately need the second.
There are two types of financial professionals. You likely have the first one. You desperately need the second.
1. The Historian (Your Accountant)
The Historian lives in the past. Their job is Compliance. They keep you out of jail. But they do not make you wealthy.
2. The Architect (The Strategist)
The Architect lives in the future. They ask: "How do we route this revenue so that you keep 80% of it instead of 48%?"
Stop Tipping the Revenue
Paying tax is a legal obligation. Paying inefficient tax is a voluntary tip to the government. It is time to look at the road ahead.
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