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

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 strategy
• How to stop overpaying the IRS and start keeping more of what you earn
• Tax-saving opportunities for 6-, 7-, and 8-figure firms
• Structuring your business for growth, sale, and long-term wealth
• How clarity in your financial vision drives confident leadership decisions

Whether 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.com
LinkedIn: https://www.linkedin.com/in/catrinamcraft
Email: [e-mail]


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Connect with Steward Your Business:
Website: https://stewardyourbusiness.com
LinkedIn: https://www.linkedin.com/in/davidwcarr