Why I'm building this one small.

From 2010 to 2023, I built a Wilmington tax and accounting practice to $2 million+ in annual revenue. By most measures it worked. It grew every year, it had a good reputation, and I sold it.

But somewhere in the growth, my job stopped being income tax work. I spent my time on hiring, reviews, capacity planning, software decisions, and the hundred operational questions that come with running a firm that size. Client work moved down the org chart. I was reviewing returns instead of preparing them, and reviewing them for clients I had never spoken with.

That's not a criticism of the firm or the people in it. It's what scale requires, and the model works. It just isn't the work I wanted to be doing.

So this practice is built around that constraint instead of against it. Capped, so the number of clients is a decision. Priced so planning is the product rather than something squeezed in between returns. Small enough that the person who signs your return is the person who knows your situation.

Outside of Almanac, I coach accounting firm owners through Share the Knowledge, helping them build firms that are more profitable and more sustainable.

I'm a husband and the father of two teenage boys. Most of what I do outside the office involves being outdoors, sports, reading, or cooking.