Stop Letting Your CPA Keep You Broke: Strategic Wealth, Tax, and Profit Planning episode artwork

EPISODE · Dec 2, 2025 · 30 MIN

Stop Letting Your CPA Keep You Broke: Strategic Wealth, Tax, and Profit Planning

from Business Roundtable · host David W. Carr

Are you unknowingly paying more in taxes than you should?In this episode of the Business Roundtable Podcast, host David Carr, founder of Steward Your Business, sits down with Catrina M. Craft, CPA — a tax and wealth strategist known for helping entrepreneurs, agencies, and practice owners turn thriving businesses into wealth-building engines.Catrina reveals how her Craft Money Map System helps clients cut tax liability by 25 percent and boost profitability by 20 percent — by shifting from reactive accounting to proactive financial strategy.Together, David and Catrina explore:Why most accountants focus on compliance, not strategyHow to stop overpaying the IRS and start keeping more of what you earnTax-saving opportunities for 6-, 7-, and 8-figure firmsStructuring your business for growth, sale, and long-term wealthHow clarity in your financial vision drives confident leadership decisionsWhether you’re an AEC firm principal, professional service leader, or growth-minded entrepreneur, this conversation will help you transform how you steward your money, people, and purpose.Listen now to learn how to build lasting wealth with clarity, confidence, and strategy.Connect with Catrina Craft, CPA Website: https://craftmoneymap.comLinkedIn: https://www.linkedin.com/in/catrinamcraftEmail: [email protected] a supporter of this podcast: https://www.spreaker.com/podcast/business-roundtable--6049255/support.Connect with Steward Your Business:Book a Leadership Clarity Call: https://calendar.stewardyourbusiness.com/ccCall: +1 909.404.9865Website: https://stewardyourbusiness.comLinkedIn: https://www.linkedin.com/in/davidwcarrWatch more episodes  and subscribe on YouTube:https://www.youtube.com/@steward_your_business

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Stop Letting Your CPA Keep You Broke: Strategic Wealth, Tax, and Profit Planning

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