profit

EP 194 – Jeff Socha – How to Increase Your Firm’s Profit with Tax-Planning

Jeff Socha of Socha Consulting founded Ark Financial, a boutique business and financial planning firm in Austin, Texas, and led it to a successful exit in 2021. Jeff’s specialization in business and personal financial planning is in his family’s roots – he spent years working in the family business, founded by his grandfather in 1950…

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EP 145 – Ryan Kimler – Implementing A Financial Dashboard to Ensure Your Firm’s Future

Ryan Kimler is the owner of Financial Clarity LLC, a company that partners exclusively with law firms that provide custom business and trust accounting services. Ryan is a Fractional CFO by trade, a trained Law Firm Accountant, and a planning strategist who helps self-employed attorneys and law firm owners leverage their business. Financial Clarity LLC…

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