The Harrow and Jett Show
Welcome to The Harrow and Jett Show — unfiltered conversations between two young business owners and Accountants who just merged their firms and are figuring it all out in real time.
If you’re a young entrepreneur, this is your podcast. We talk about the stuff nobody teaches you: creating a 10-year vision (and why you shouldn’t change the goal, just the path), staying disciplined while still having fun, learning from dumb mistakes like hiring too early, spending money you don’t have, using credit cards to “feel like a business owner,” and why paying yourself first is non-negotiable.
We share our real stories — selling golf balls as a kid, moving from Cuba with nothing, leaving cushy jobs, merging two practices, wearing all three hats (technician, manager, entrepreneur), building processes on the fly, and why having the right partner changes everything.
No corporate jargon. No theory. Just two Accountants who work with hundreds of early-stage businesses every year telling you what actually works (and what will sink you).
Perfect for ambitious founders who want to stop stressing about taxes, cash flow, and growth — and start building something that pays you and lasts.
New episodes every week. Hosted by the team at White Glove CPAs & Business Solutions.
Visit whiteglovecpas.com and let’s build smarter together.
The Harrow and Jett Show
EPS 5 The Real Key to Scaling Your Business (No One Talks About This)
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Success in business isn’t just about working hard—it’s about executing with clarity. In this episode, we talk about leadership, project management, and how having the right people and strategy can give you a clear roadmap to the future. If you’re ready to level up, stay accountable, and grow your business with intention… this is for you.
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If you are confident that you can execute, you know, and you are good at executing, making the decision, running a business, making stuff happen. You know, if you're good at the scholar project um management, but you don't know anything about the economy.
SPEAKER_07Or if you have someone who's good at project management, I mean to be free.
SPEAKER_01Some business owners don't have the capacity or time to do that, but if you have someone who could be the leader on your team, making sure it gets dumb and you give them the opportunity to get it done, like this project is going to give you it's going to give you a roadmap to the future.
SPEAKER_05Exactly.
SPEAKER_01This service is going to give you a roadmap.
SPEAKER_07Jet.
SPEAKER_01Harold.
SPEAKER_07Business.
SPEAKER_01Handor.
SPEAKER_07Let's get to it.
SPEAKER_01Let's get to it. Let's get to it. How are you, Harold?
SPEAKER_07I'm doing quite well. Thanks for asking.
SPEAKER_01Yeah. Hey, this week has been cool, right?
SPEAKER_07It's been a great week.
SPEAKER_01Yes, yes.
SPEAKER_07I feel like uh why the weather's getting nice, too.
SPEAKER_01The weather is nice.
SPEAKER_07There you go, it's 75 and sunny.
SPEAKER_01Yes, that was awesome. I was working around.
SPEAKER_07It's like a bear coming out of hibernation, you know.
SPEAKER_01Yes. Yes. And you keep tapping to perspective of like, man, we only had like three months of cold weather. Probably December. December wasn't that cold though. Christmas was warm. Yeah. Christmas was warm, and then we had January and February. January was horrible though.
SPEAKER_07Yeah, January was like January was like four months of winter.
SPEAKER_01Yes.
SPEAKER_07That was good.
SPEAKER_01And then now temperatures is changing. Hopefully, hopefully it keeps it keeps consistent. It was weird though.
SPEAKER_06It rained in the middle of the day today.
SPEAKER_01It rained? Yeah. Oh, I didn't see it happen. Oh, you franklin did? Okay. That that's cool. No, hey, this week has been cool. I've been actually maybe in the best mood since the beginning of the year.
SPEAKER_05I can tell. Yeah.
SPEAKER_01Yeah, I think I think it's good. I think what is happening is this. Uh why I'm in the best mood. Like, am I am I in a bad mood anytime? Or how does how does that work?
SPEAKER_07You don't, I mean, you're not in a bad mood per se, but I can tell. You're you're entirely the way you handle conversations is so much different.
SPEAKER_01This week, or just this podcast, or how no, no, no, no.
SPEAKER_07I mean, like this, like the last like month and a half, I would say.
SPEAKER_01Yeah, how how how has been different? Tell me more about that.
SPEAKER_07Like you can just I can just sense it. I can just tell, you know, like I can and like the way you approach conversations is is a little different.
SPEAKER_01How different is now?
SPEAKER_07It's a little less like friendly and and more direct, which I liked being direct, so it doesn't bother me.
SPEAKER_05Okay.
SPEAKER_07But I think I think it's a little less um smiley and a little less and like but you are like happy. Like we okay, you smile frequently, at least from what I've known of you since I've known you for a year.
SPEAKER_01I like a smiley. For a year. I like a smiley, yeah.
SPEAKER_07And you'll say like things like, Hey, how are you? And you you don't you don't you have not been saying that as much.
SPEAKER_01Really? So is that is that me being in a good mood?
SPEAKER_07So I could tell that you're in a good mood today. Okay, and I can tell you're in a good mood yesterday when we when we saw it.
SPEAKER_01Okay, cool. Sounds good. So I would tell you why I'm in a good mood.
SPEAKER_06Did you meet a girl?
SPEAKER_01No. Oh why why will a girl Hey, I will tell you.
SPEAKER_07I am joking.
SPEAKER_01I will tell you.
SPEAKER_07I like to make a bit about you having a girl.
SPEAKER_01Like what type of girl should I get? What do you think would be the right type of girl for me?
SPEAKER_07You know, that's really that's a tough one because I I have to see your your other your third personality first.
SPEAKER_01What which one is the third personality?
SPEAKER_07The party personality.
SPEAKER_01Yeah, you're about to see it.
SPEAKER_07I know. I'm about to see it in a couple weeks.
SPEAKER_01I'm really I'm ready for sure. Like, will there be man? I will tell you this, and I and I have been telling people this. In this season of life, I'm like, man, I'm great single. I don't need nobody.
SPEAKER_06I know what you mean.
SPEAKER_01I don't need nobody, and no, and then you can make your own decisions, do what you want.
SPEAKER_07Yes, and I haven't feel like this give it to the Dominican whenever you want.
SPEAKER_01Yes, and I haven't feel like this, like you know, being good in my singleness in a quite a long time because I feel like whenever you're single, you always look, oh man, I just want to get married. Yeah, and all of that.
SPEAKER_07Then when you're married, you're like, I just want to be single.
SPEAKER_01I don't experience that, but but I have told to my merry friends and they feel like that all the time.
SPEAKER_07Like, can I just have a weekend? A weekend pass.
SPEAKER_01Yes, just we can with the boys, all of that, but right now I'm a good season. Right now I'm like, Good, man, I'm making money. I have time, I'm taking care of my mama, and I and she's taking care of you. Yeah, she's taking care of me. I'm taking care of my mama, and I can do whatever I want. You know, I take care of my mama, she's taken care of, but she doesn't ask me if hey, what are you doing? What's this? What are you doing with it?
SPEAKER_04Where are you going?
SPEAKER_01Yeah, and all of that. So it's like, man, I'm telling you, this is I'm really, I really, really don't care. I'm having a great time. I like it. I'm in yoga.
SPEAKER_07But I feel like that's like when you meet someone. Like when people say that. Yeah, when you were like comfortable with it, you're happy.
SPEAKER_01Yeah, but I feel the longer I'm I am in this stage, it's going to get harder.
SPEAKER_05Yeah.
SPEAKER_01Because I'm telling you, this person gotta bring so much more value.
SPEAKER_07To make you move out of this, like yeah, yeah. Cause I mean, it's like euphoria, kind of having like that. Like when you have that realization of like, this is nice. Like I can go to the gym whenever I want without, you know, on my schedule. I can eat what I want. If I want to make eggs with onions, I can make eggs with onions, right?
SPEAKER_01I love what what is wrong with that?
SPEAKER_07No, people hate that.
SPEAKER_01So, like I love egg with onions. Me too. Like I love onions. I do want to do them with onions.
SPEAKER_07So, like you make, you know, in the pan, I like to put like garlic and onions. Yeah, then you put your eggs. Then like then you like the cherry tomatoes, you cut them in half and put them in, yeah. Shred some or grade some parmesan cheese.
SPEAKER_01Yeah, that sounds awesome.
SPEAKER_07Oh my it's my favorite. I'd eat it every day.
SPEAKER_01Yeah, salad on crook.
SPEAKER_07Yeah, and then well, you know what I do though? In my eggs, I put a little cottage cheese for extra protein.
SPEAKER_01That sounds good. You should you should give that recipe to my mama.
SPEAKER_07I will.
SPEAKER_01And she can make a salad in the morning.
SPEAKER_07I made it one day, she didn't eat it though.
SPEAKER_01Oh, my mom don't like onions. She doesn't like vegetables. Oh she doesn't like onions or anything like that.
SPEAKER_07But when she makes food for me, she puts onions in there.
SPEAKER_01Because she knows it's hurt it, but she doesn't get it. Uh she doesn't get it. So she has like to either put it in the shake and just like shake it up that makes it look good, but she doesn't she doesn't eat it. But but the thing with me is I can work as much as I can. I can spend my money however I want, and I don't have to say, hey, I want to do this. I don't have to tell hey, you are done for this.
SPEAKER_07No, I don't like a new golf set. I got a new golf set, but that's awesome. Yeah, that's awesome. That's nice.
SPEAKER_01That's so cool. How much how much is that?
SPEAKER_06How much do you think it is?
SPEAKER_01I don't know. Uh I will uh I will assume I don't know anything about golf, but I know the average one, the shippers ones are around $500. Unless you go to Goodwill. So if I don't know anything about golf, I thought we'll say around $2,000, $3,000. Is that there?
SPEAKER_07Three.
SPEAKER_01That's awesome.
SPEAKER_07Yeah. So how do you justify that? That's why one of my savings accounts is getting depleted.
SPEAKER_01How about how do you justify that though?
SPEAKER_07What do you mean?
SPEAKER_01I mean like if you know like we had a conversation about saying well, like it's my hobby.
SPEAKER_07It's a hobby, it's good, and it's a good investment, so then I have the right tools to do what I like to do. That's awesome. And it looks pretty.
SPEAKER_03That's awesome.
SPEAKER_07Are you and and the first set I got, I got a super cheap set on purpose. Like I was the other sets like cheap, and like and then now I have a second set. So if I want to bring a friend, they can use those.
SPEAKER_01That's awesome. Are you picky with like are you picky with your stuff?
SPEAKER_07I mean, like I like my stuff to work well and look nice.
SPEAKER_01But but will you, for example, I'm a beginner, I've never played golf. Will you let me use it?
SPEAKER_07Not my new ones. Okay, cool. Like, like that's why, but that's the thing, is like that's why I'm like, I'll keep my old set.
SPEAKER_03Yeah.
SPEAKER_07Because I have a couple of friends like who will who will come with me. They don't really play, they don't have their own stuff.
SPEAKER_03Yeah.
SPEAKER_07But like they come for like the company.
SPEAKER_03Awesome.
SPEAKER_07And it's like fun to for them to try it out. Yes. So I keep the I'll keep the second set, and then I just have a spare set for them to use.
SPEAKER_01You know what? I've been trying to find a hobby. I don't think I have a hobby. I don't have a hobby.
SPEAKER_07Your hobby is chasing me down and yelling at me. No one gets it. I'm joking.
SPEAKER_01I don't have to do that a lot though.
SPEAKER_06No, no, I'm joking now. I'm joking.
SPEAKER_01You know, it's every last week. I was trying to get I was trying to get and by and it was something fun, it was something like, you know, and then you're like, yeah, it's okay. So, but but with that being said, going back to it, yeah, hey, I can do whatever. I would tell you, like, if I will uh I think it should be golf. Maybe like let's let's try it out. I would try it out this summer and see and see how it goes.
SPEAKER_07And we can build you a set from Goodwill that'll be super cheap.
SPEAKER_01That works. Yeah. That works. You know, my mom loves goodwill shopping.
SPEAKER_07Yeah, the one in Franklin, though, there's so many good. Like, um, I've got I've gotten gifts from people there.
SPEAKER_01Yeah, let's talk about like so uh let me finish this point here. I'm trying to make this point. So, yeah, so and also the next thing I think is like I want to take care of my mama before I get merry, because I think whenever I get married, I want to be able to take care of my mama. So, and that is a big investment I'm making, and that is going to take time. And I'm like, hey, I'm also goal-oriented, goal focused. I'm like, hey, for the next two years, this is my goal. I want to retire my mom.
SPEAKER_07Yeah, so you're like, I don't have time.
SPEAKER_01I already have the number. I don't want nobody messing me up, messing up with. And then in my mind, I said to myself, hey, I'm giving my 20s to my mom. You know, and then my 30s is just for me. You know, all the money I make, literally, is going to my mom. That means, guys, take care of your mama. You know, if you ain't giving a million dollars, two million dollars to your mom for retirement, you ain't a good sum. I'm sorry.
SPEAKER_02Okay. I like it.
SPEAKER_01That's that good. No, no, hey, I'm kidding. Uh I'm kidding. Every uh everybody takes care of stuff in a different way. So but this is a way though, okay. So also, so we just talking about that, like, yeah, hey, it's good, you know? You know, singleness is great. I love it. I'm like, it's so funny. I sometimes like I was talking with this younger dude that he's about to get married. You can literally say to him, hey, do you know, you know what you're doing?
SPEAKER_04Yeah, are you sure you want to do that?
SPEAKER_01You know what you're doing? Like now in your days of your career, you're going to have somebody who leave unless she's on board with you. But the majority of the time she's like, hey, I don't want you working so much. I want you here like by 5 pm, 6 p.m. You know, you need to take care of this family, you know, you need to give me time. And I'm like, man, I gave that up and it's been good. It's been good. So uh no, but with that being said, also, I've been really excited that I did not think we are going to I wasn't to have any vacation this year because of money stuff. Personal financial stuff, and I didn't put any line in the budget for it. You have seen my my I budget for it, but I already have two vacation line. Like I have an owner's retreat, we have an honest retreat coming up, and then I have been my buy my my vacation with my family from July 1st to July 15th. Yeah.
SPEAKER_06Hey, that owner's retreat will be good though.
SPEAKER_01Are you excited about it? What do you think about it? I'm so excited. Yeah. What are you the most excited about?
SPEAKER_07I mean, business-wise, I'm the most excited to really get a good picture of what the rest of 26 and what 27's going to look like.
SPEAKER_02Yes.
SPEAKER_07And I think really nailing down just goals for 2027 and kind of also perfecting, I think, our strategy for tax season of next year. I think that will be a big deal because obviously for us, tax season is the biggest and busiest time of the year.
SPEAKER_01Yeah. Yeah. No, I agree with you.
SPEAKER_07Uh but fun-wise, I'm excited to see you in the wild.
SPEAKER_01Yes. I'm trying to personality number. I'm trying to figure it out. I'm trying to figure it out. You know what? Uh let me give you all a shout out. A shout-out. Have you seen this movie called Sanky Punky? In YouTube. You gotta see it before we go into it.
SPEAKER_06Sanky Panky?
SPEAKER_01Yes. Sunky Punky. It's in YouTube.
SPEAKER_06Send it to me.
SPEAKER_01For free. I will I will send it to you on YouTube. Watch it, it's so funny. Okay. I'm getting ready for it. So uh yes, I think it's going to be fun. So and then so how much what percentage of the time do you think we're going to be talking about the business? I think it's going to be really high.
SPEAKER_07I think it no it I mean I feel like that's all we talk about already, like both of us.
SPEAKER_01Yeah.
SPEAKER_07So I think it's going to be probably 80% of the time.
SPEAKER_0180% of the time.
SPEAKER_07The other 10% or 10% of it will be talking about your ideal person that you're going to get in two years. The other 10% is going to be about each.
SPEAKER_01Let's do it. And I and the activities. Like are we? So man, I really want to take advantage of the nighttime though. Are we putting ourselves like a curfew? Like, hey, you gotta be a big bed by like 1 a.m. or like midnight because tomorrow we have to wake up at 8 a.m. and take care of this. I'm like, how are we doing that?
SPEAKER_07I mean, you don't become entrepreneurs to give yourself a curfew.
SPEAKER_01I like that. I'm the same opportunity. So what happened if we are like, you know, just man, I'm like, I'm waking, like I had such a fun time last night, and I'm just waking up at noon.
SPEAKER_07I'm like, man, I mean, I think I think that's good. I mean, why not? That means that we had a great time. And also the owner's retreat's not just about planning, yeah, but it's also about like celebrating our successes and like taking a break, a much needed break, and step away. Because I think you come back so refreshed and rejuvenated and like ready to go when you take those breaks.
SPEAKER_01Yeah, I would tell you this, and I don't know, I don't know if this happened with you. Like I feel, you know, from the day to day of staff, it's really easy to get like bugged down, to get tired, to get the stuff. Like whenever I take a vacation for at least and I and I go out of the country. I gotta live out of the US.
SPEAKER_07I come back so you're ready to go.
SPEAKER_01Does that always happen? But that only happened to me whenever I step out of the US.
SPEAKER_07I mean, it happens every time for me. I mean, actually, let me let me tell you, it happens when I come back from a beach vacation. Because I've gone to the mountains and like I like it.
SPEAKER_03Yeah.
SPEAKER_07But it's for some reason the beach, it's so like rejuvenating and like it's impactful, restful.
SPEAKER_01Yeah. Yeah, I think I think it happens to me whenever I go to a third world country. Because I see why I'm doing why I think I think about the opportunities I have.
SPEAKER_05Yeah.
SPEAKER_01That they don't have. And I'm like, man, like, and I I also like it makes me remember like why I came to this country. You know what I mean? Yeah. Because when you go to a third world country, you see like, you know, how people are struggling. I also, whenever I go on this trip, I do a lot of mission trip work, and I'm like, man, I wish I could make more money to help help. For example, I I always do this this mission trip in December. Like this school down there is really like lack of resources. Like they the kids' table to sit down is like it's breaking apart. You know, and and all the and and that and they don't have all of the resources. And I'm like, man, I'm going to come back and make sure I make enough money. The wife can drop like, you know, 20K, 30K, and and make sure, make sure I take care. You know what I mean? Make sure those kids can go to school. Yeah.
SPEAKER_07You know, in a good in a good classroom, and then well, and and they say like money enhances your like personality, right? So like if you already are someone who gives back and like wants to help, then having money like that tenfolds, right? So then like you will and you'll have the funds to be able to help and do that.
SPEAKER_01You know something I'm struggling with though, about the honest retreat? The honest retreat wasn't wasn't a crazy amount, you know. So have you have you ever struggled with that spending money on yourself?
SPEAKER_07No. Do it look like I struggled with that.
SPEAKER_01I don't know. Maybe like have you give the stuff?
SPEAKER_07I will say at first, yes.
SPEAKER_01Especially at first, you're like whenever you started first making money or you started doing the business or what?
SPEAKER_07Yeah, and like I'll say like the first set of golf clubs I ever bought, I returned. And like I bought them years ago. Did you use it?
SPEAKER_01Did you use it?
SPEAKER_07No, no. Okay. And I bought them when I first like got a job that was making like good money, like what I would consider good money.
SPEAKER_03Yeah.
SPEAKER_07And like obviously I bought like my needs, like clothes and random things like that, but that was like a big purchase that wasn't like a need, I guess, you know, or like or something for the family. And I felt so guilty about it because I was like, I could have used that for something else that I returned it. But now I think it and I think this like we talked about in this last episode too, of like the more risk and the more confidence, the more reward, like you're you just kind of build that like tolerance to it, maybe. So then I start like when I started buying myself like jewelry and things like that, like nice things.
SPEAKER_01Yeah, you just get used to it.
SPEAKER_07Then I've gotten like used to doing it, so it's not as so.
SPEAKER_01I guess how do you how does that become okay? You just you just gotta slowly uh keep doing it.
SPEAKER_07Yeah, and I and I think the way I did it is I bought myself really like high quality skincare, like very it was like expensive, it was like 180 bucks. Okay, it lasts, it lasts a month. Okay, maybe six weeks. Okay, so it's expensive, and I think like that was the first step, and then I would say, okay, like oh, I like that outfit, but it's like a it's expensive, but it's high quality, so it's going to last forever, and like it looks nice, it's like it like wears really well.
SPEAKER_03Yeah.
SPEAKER_07So I would invest in that and just continuously like upgrade things like that, and then it becomes easy and a habit almost.
SPEAKER_01Like so you gotta do it slowly, like that. And then I guess so. This this golf clothes you bought now recently, like this week or last week, was this your first time you spent that kind of money in a golf course set?
SPEAKER_07Oh, for a yes, yeah. I mean, like other than the first time that I bought the $2,000 set that I returned it, and that then I waited like six months and then bought the one that was like super cheap that I have.
SPEAKER_01How did that feel now? Was that like a big accomplishment? I would feel free for a big accomplishment.
SPEAKER_07No, it felt like it, and then when it came in the mail, I was like, oh my gosh, they're here. Like this is real. But I'm still waiting on like four of the clubs because they're pre-order only. So they'll be here when they're done, when they're actually released.
SPEAKER_01So how does that make you how did that make you feel? Does it did that make you like it?
SPEAKER_07I felt pretty accomplished, yeah. That's awesome. Yeah, it pumped me up. I felt accomplished.
SPEAKER_01That's awesome.
SPEAKER_07Yeah, I was like, wow, so what I'm doing is impactful, like I'm able to do these things for myself.
SPEAKER_01Yeah, no, I agree. No, the thing with me, and and this is what I've been thinking, like, I don't mind spending money on clothes. Like last year, I went to Fro Florence and I spent like $500 like between this and L shirts of that, like $500 something.
SPEAKER_07Which is it's almost a business expense for us because you we have to dress.
SPEAKER_01It wasn't a business expense back then. But yes, but I know now now you gotta dress up and we gotta do it. But so I think now I have I started with clothes, but I need to figure out when I would be okay spending money on a nice car. So I don't know when I would feel comfortable.
SPEAKER_07Probably when you have your mom's house paid off.
SPEAKER_01Yes. And maybe whenever I have her money for a time. So I I need to pay, I need to figure out if it's whenever I have my mom's house pay off or whenever I retire hard off. You know what I mean? So but that's kind of a big thing, like a big purchase. Kind of like I don't mind spending money in house. In-house. I don't mind asset. Yeah, I don't my car is a liability. With the house, I'm like, man, I want to get the nicest biggest houses, big biggest houses. And they somehow, weird enough, I don't like it. I don't like I don't mind spending money on family vacation. We are we are doing this vacation now in the store.
SPEAKER_07Well, yeah, because you only have so many vacations with your family that you take.
SPEAKER_01And sometimes what and so out of all the purchase I have made, I think the poor the the the purchase that bring me the most comfort, and I'm like, man, that wasn't a waste of money, just was buying the house. Well, what was for you then? What has been the the big the most satisfying purchase that you think back on man? That was the best purchase I have made.
SPEAKER_07And I'm like buying a house. So buying my first house house, I told you the value almost doubled in two years that I owned it.
SPEAKER_01But but it wasn't satisfying because of the investment, it wasn't satisfying, it's like man, I love spending time in this house.
SPEAKER_07This is so yes, and that's I love this. I'll say, like, that's how I fell up on my first house for the first month or two, and then like yeah, I realized I'm like, oh yeah, this is kind of like a basic house, right? But like, but I was so proud of it. So my next house, the house I currently have, I love it. I love being there. Yeah, like it's not my forever home, but I love it. And like that, I'm like, this was a great purchase.
SPEAKER_01I would tell you, yeah, whenever whenever I look back, the best purchases I have made have been the house we know we should know we're we we're working on that and then family vacations. Yeah, I love another thing about family applications, admission threat is good. So, so but yeah, but I'm really excited for the owner's retreat. I think we're going to get a lot of stuff done. And something I'm really excited for this year is that in these owners' retreats, we are going to be able to think into 2027. Yes. And plan and talk about it, which is a priority.
SPEAKER_07I mean, all business owners should be planning ahead. Yeah. So like there there's a stage of where you have to plan for only tomorrow at first, and then you kind of level up and you're like, You're planning for the next month, then the next six, the next twelve, the next 36, right? I agree. I think that's a perpetual thing. And that being said, that leads me to thinking about just change and how important it is that change is consistent within your business.
SPEAKER_01So how are we uh so something that I know we did not do last year because it was the the first year in business that we had and we were just starting out and just the the grind over, like we didn't really have time to talk about our first year's goals. They just happened because if happens, we will grind around because of it. But but I'm really excited that we can sit now and just talk about what we can do for the rest of the year, for the rest of third, second quarter, third quarter, and fourth quarter to really, to really, you know, to really make sure 2027 uh is a great year for us. So so and then you know, I know the economy is changing a lot, everything is, you know, technology is changing really fast. How are we in Ovalien? How are we adapting? How are we making sure we can increase the goals? How are we staying how are we staying hungry and staying yeah, and staying staying hungry and keeping level leveling up, which we know we talk about we talked about last episode about one of the dozen, and I know we have a lot of stuff going on, and I know uh I know that on that one is retreat we're going to tackle everything down.
SPEAKER_04Yeah, absolutely.
SPEAKER_01Poor operation teams, when we are back, they're gonna be busy.
SPEAKER_07They're gonna be very busy when we get back from that owner's retreat. Um, but yeah, no, that's a good question. So, and for us, honestly, like we're doing a lot. Like we have lots of different areas where we are focusing on change and growth. And and this is something that I just want to add in if you're not changing and maneuvering in business and your business is dying.
SPEAKER_01I agree.
SPEAKER_07So for us, like that's something that we need to stay consistent in. And accounting and tax law, that stuff changes all the time. So I think that's something um that's we're constantly monitoring, like taxes and the new bills and things like that. Yes. Um, and then I think another thing that we're working on that we haven't quite figured out yet is AI and how it's impacting us and how it can help efficiencies, how it can help with quality of our work.
SPEAKER_02Yes.
SPEAKER_07So that's some that's a second thing. Um, the third thing that is change is just processes, making sure that we have the right processes and changing those as needed to make them more efficient, to make them higher quality for our client work. Um, number four, I'm going to say, is a new service, which which is not very common, I feel like, in the accounting, because it's very pretty consistent. Yes, yeah. So there's and there's not usually a lot of creativity or a lot of ch different things that you can offer in accounting. So most businesses will have like they'll have a basic advisory, which is just like business advisory, right?
SPEAKER_02Yes.
SPEAKER_07And they'll have like the monthly accounting work, right? Some payroll taxes or payroll processing, and then you have your regular tax.
SPEAKER_01I agree. You know, you know what I think something that made us great, you know, white glove great, you know, us why white glove. Uh and this is how I wanted to be on White Glove. Uh I wanted to be on an accounting firm, a CPA firm with inputs from model industry. And I think we have built that great because I agree.
SPEAKER_07I I wanted the exact same thing because I didn't want to replicate others.
SPEAKER_01Yeah. And something that we want to do that is like we want to bring that creative thinking and that thinking outside of the box uh to everybody. And and this service, I will tell you, like, if you will not have been, if you were not part of White Glove, if you are not part of this firm, uh that service will never have gotten done because accounting firm, people in accounting, they always they always just do something like accounting, tax, audit, and outside of that, nothing crazy is going on. Like, well, how are you excited about this service and what like so tell us can you tell me like can you tell us how we have for ourselves implemented this new service that we want to offer people and then and and then why why are we doing it? And and I know you have worked a lot, you have put a lot of time on it, you have done a great work on it. Can you tell me more about it? What is the name of it and everything going on?
SPEAKER_07Yeah, so first I'll tell you kind of how we implemented it. And honestly, that was a big directive from you and then our director of operations because as you know, like I have the I'm the type of uh entrepreneur where I have a lot of ideas and they're probably good, a lot of good ideas, creative, yeah, and I want to do a lot of things, and um I just want to just throw it out there into the equilibrium. Then like then I need someone else to piece, like to finish it. Yeah, right. Like I need to have the idea and like and I have and I can picture, I know what I want and like how it's gonna be, and I know it'll be great, but I need like that director. We talked about the three hats if to wear as an entrepreneur, yeah, having a partner really helps divvy those up. Yes, the doer, the director, and the actual create an entrepreneur, the business owner, um, business development, that whole package.
SPEAKER_03Yeah.
SPEAKER_07So having you being like, hey, we have to think about these things, because I just don't. It's just not the way my brain works. Yes. And then having putting like a timeline on that was really helpful for me. So, like, I need a babysitter a little bit, you know?
SPEAKER_05Yeah, that's a good thing.
SPEAKER_07So Morgan, or our director of operations saying, Hey, like, let's put a timeline, like, what's the process going to be like? Like, what's it gonna look like start to finish was great for me. And um, having that feedback was good.
SPEAKER_03Yeah.
SPEAKER_07So that's how we kind of did it internally thus far. And right now we're working on content and images and things like that to start releasing it on social media. So that's exciting. We we establish our our go live date, which is May 1st, post-tax season, post-owners retreat. So we're going to be so ready for this. Yes, we're gonna have a lot of fun doing it too.
SPEAKER_02Yes.
SPEAKER_07Um, so the service is called. Can I get a drum roll? The service is called WG 360.
SPEAKER_02Let's go.
SPEAKER_07But stands for, obviously, White Glove 360.
SPEAKER_03Yes.
SPEAKER_07So it's basically a 360 view of your business. I'm super excited about this. Like yeah, I want someone, like I would want someone to do this for me. I think it's super cool.
SPEAKER_01I think we have to do it in the onus retreat.
SPEAKER_07I think we should. Let's do that. Let's let's do our own.
SPEAKER_01Yes. No, and we will do it. We would do it, we would do it in the onus retreat, and we have to go through everything. And something that happens with self-entrepreneur, like we don't do, we don't do to ourselves the stuff they sell.
SPEAKER_07We do a little, but not as much. Yeah. So let me tell you about the packages we have. So the WG360, there it comes with two options. So there's like a more what I'm going to call a basic option. Neither of the packages are basic, to be frank. They're very elite packages.
SPEAKER_02Yeah.
SPEAKER_07And I'm super excited about them. And I I haven't ever seen it done before or even heard about it before. So I I think this is gonna be a pretty original package that business owners will be able to get. And like I've seen, I guess, maybe piecemeal mocks of it, but nothing, nothing like we've created here.
SPEAKER_05Yes.
SPEAKER_07So it's a full like business advisory experience. So it's not just focus on the accounting side, but it's your business as a whole. So we're going to look at the accounting, right? We'll look at tax, some tax strategy, some entity structure. Um, and we're gonna throw in like a little bit of exit planning. I think that that might be in the bigger package, the executive um experience package. But you have a little exit planning in there. You have like maybe even a business valuation on the bigger one if that's something that you're interested in. Um, we are we're checking like the details of your accounting to the big picture of processes and the way your books look, to your futuristic plan. So, like if you plan on growing, you want to expand different states, different countries, even which we have experience in that. We can advise, we can tell you how best to set up your books, how best to structure your entity, how best to um implement tax strategies based on your goals for your business.
SPEAKER_03Yeah.
SPEAKER_07And we'll talk through like your next, you know, um, 12 months, three years, five years plan of your business and really help you get a forecast in place, yeah, a budget in place, and operate like a real business. Um, and even businesses who have maybe internal accounting teams, they don't necessarily have that person with the expertise and the view to be able to look at their business in that perspective, right? Yeah. In that manner, like someone from the outside looking in. Because you can be a CFO for a company all day. Even businesses who have CFOs can benefit from this. And actually, I know a company I used to work for. I'm still friends with people who work in their accounting department, and they just had a big external accounting audit, pretty much. Someone coming in and saying, here's the efficiencies we can put in place, different processes, um, different ways you can have your books, et cetera, et cetera, different tech strategy. So, and they're a really big, they're a billion-dollar company. So that being said, like anyone, like this this package will be beneficial for companies, I would say, in the $500,000 range, all the way to the billion dollar range, quite frankly.
SPEAKER_03Yeah, I would tell you.
SPEAKER_07Um, yeah, so then the cool thing about the package though, like I was saying, is that it's not just about accounting and tax, but it expands into like your business development, your marketing, your brand awareness. Um, you know, we'll we'll be looking at like like I said, your structure, your exit planning, and really focusing on the business owner's goals. Which I feel like, and in my experience, I've seen it, it's been missed a lot with advisory projects and things with other firms, or like I said, even with the internal CFO.
SPEAKER_03Yeah.
SPEAKER_07Because a lot of times the internal CFO has too much going on on the accounting side to be able to think about big picture growth. And many of the CFOs don't have experience growing in different states or different countries.
SPEAKER_01Yes, that's right. So I'm super exact. You don't know what you don't know. So hey, I think you mentioned a good thing. I want I want to dig deeper to it though. So I feel the first thing that business owners sometimes I meet a lot of business owners that they don't really know their goals. And that is sometimes that is something we cannot help them. How like financially and for the business. What do you think? Some businesses don't know the goal or don't don't have clear goals, and what is the downside of that? Yeah, of don't put in them goals and don't working for the goal, they'll just show up, be reality, they're not being proactive because they don't really have any goals, so they don't know what they're shooting for, they'll just take what comes to the door.
SPEAKER_07I think a lot of them don't have them because again, like you'd mentioned earlier, you don't know what you don't know. Yeah. So again, like many business owners are business owners because they're good at what they do, they're good at practicing medicine, they're good at making ice cream, they're good at like preparing food and like being a chef, right? Or maybe they're good at training people and hiring assistants, you know? So they're not a lot of times, and and a lot of times you're so and like I'm guilty of this, but you're so like in the nitty-gritty of being a business owner, yeah that you forget that you have you know that that like entrepreneurial spirit that you know that yeah goal-oriented mind kind of gets dwindled down in the day-to-day mess.
SPEAKER_03Yes.
SPEAKER_07You know, and and the all the hats that you're wearing, you're wearing 57 hats, you know?
SPEAKER_03Yeah.
SPEAKER_07So I think that's why a lot of times goals get lost or goals are not put in place.
SPEAKER_03Yeah.
SPEAKER_07And then how it can impact them is it it can kill your business, quite frankly.
SPEAKER_01Literally. Or it can it can even make m make your life way harder. Because if you don't have goal, you don't know where you're going and you don't know what you're doing, and you're like, man, why why am I doing this?
SPEAKER_07And I actually I just rec recall this. I I met with a business owner this past week. We met for lunch.
SPEAKER_01Yeah.
SPEAKER_07And something she told me, she said, I am asking myself more now than ever, why am I doing this? Like, why would I do this to myself? She's like, 'cause I'm working more than ever, I'm making less money now than I would with any other job. My stress level is extremely high. And they're making money, they're growing. They have great product, they have great stuff, but what they don't have is organization and goals.
SPEAKER_02Yes.
SPEAKER_07So they haven't organized their books, they don't understand their numbers, and they've been in business for four years. So that's why they're contacting us, and we are going to be working with them to do some advisory to set up their accounting appropriately to help her feel better and understand her numbers.
SPEAKER_01Hey, the account accounting is a language of business, it's the foundation of business. If you don't have good accounting, you can you cannot do good finance. If you don't have good finances, good good financials and you don't have a CFO or an outsource CFO and thinking about the future, you cannot grow. You are not going, you are not going to grow the business because you cannot afford a cut for the future, you cannot budget, you cannot get ready for it, you don't know where to invest your money right. So let's assume we'll for these projects, uh will it fit for somebody that doesn't have any goals for this business?
SPEAKER_07And I think here's why it will fit for people who don't necessarily have a goal for their business. It will help them start, and that's something we can have during our conversations with the client as well as we can help you kind of start thinking about what goals and what things that are important to you. And oftentimes, like I like we spoke about, they you don't have time to sit and think about goals, right? So I think dedicating that time where, like, okay, I'm going, and sometimes that's all like those CFO or advisory meetings are, is that helps you establish, like, yes, we're giving you our advice and our expertise. Like we talk to a lot of business owners, we are business owners, so we have a lot of experience in that world, but also it gives you time and it may it it like makes you sit there and talk to someone about your financials or about your business and where you want your business to go. Because if you don't take that time, and if you have schedule a meeting with yourself to go over a lot of times, as business owners, you're not going to do it. No, so having that advisor who you can meet with who can set set aside dedicated time to say, okay, here's what we're going to look at today. Like, what are your goals? So that I think that would be important for honestly, especially people who don't have goals.
SPEAKER_01I agree. Yes, and I think is I think who do you think is going to be the right client? Like, this is what I think the right the right client was going to be the right client, the right client for this. If you are confident that you can execute, you know, and you are good at executing, making the decision, running a business, making stuff happen. You know, if you're good at the scholar project and management, but you don't know anything about the economy.
SPEAKER_07Or if you have someone who's good at project management, to be free.
SPEAKER_01Some business owners don't have the capacity or time to do that, but if you have someone who could be the leader on your team, making sure it gets done and you give them the opportunity to get it done, like this project is going to give you it's going to give you a roadmap to the future.
SPEAKER_05Exactly.
SPEAKER_01This service is going to give you a roadmap, it's going to give you clarity, and it's going to give you the confidence that you can reach your one year, two years, and three years goals, and then it's going to give you, as you said, like sometimes as business owners, because we don't have anybody giving us the headline, we don't get the stuff done. Yeah, we don't get the stuff accomplished because yeah, we don't have nobody holding us accountable. So this project, already the the time, the money commitment is going to make you accountable for it. Yes. And after that, all of the stuff that we told through, as long as you're willing to execute, it's going to take your business to the next level in two, three years if that is what you want. Like if you don't want it, if you are not hungry enough, if you don't want to level up, uh this probably this probably is going to be a waste of money. But if you know you you can execute and you need this guidance to do it, it it's going to be awesome. So now let's assume we find uh we now we have the right client. We have the person that either themselves or the team member who can help execute is willing to work to execute. Now, how how is this service going to help them? Like what right now they have the people that can get the stuff done. But sometimes we're and we have and something cool about us is that we are business owners, we are also the advisors, so we know what it takes. A lot of a lot of advisors, and I would tell you, and I knew this when whenever I wasn't.
SPEAKER_07I call them discount advisors.
SPEAKER_01Because they don't know what is to run a business, they don't know the stress, they don't know the mental toll, they don't know the sleepless nights that we're gonna do.
SPEAKER_07And they don't know all the nuances that go into like like you're saying, the seas or the random nuances, or sometimes you have to wear the hat of like the basic bookkeeper, like you know, right? Sometimes you might have to go in and do some journal entry, sometimes you might have to go in and you know do some tax work.
SPEAKER_01Yeah, so you come in, we come in and we are at the feet and we and we know how the feeling, we know where the yelling. I would tell you, like whenever I was I was an employee, I thought what business owners go through. I'm like, man, why don't you do this? This is so easily, but now I understand because especially that first year. Like first few months, first year is yeah, because we are that, you know, and then something with that, like something that that have helped help us grow is our accounting finance, it's our it's our accounting finance background and seeing and and seeing thousands of business financials because we do the taxes and uh and talking to a lot of business and the owners, and that is something I'm really excited to deploy. All of that experience, all of that uh knowledge that we have, I'm really excited to deploy this in YG system. I know you created this, White Glove created this and service thinking all of our experience from from all of the business owners that we have with low-key. Like this this service has been like 10 years in the making, for sure, just because of all of all of our the experience we we have in today, and then we always say like you don't know what you don't know.
SPEAKER_07Exactly. And and I think this like WG360, something it can really add value is is it it can avoid making like mistakes, right? It can save you money from making all the mistakes and save money on the tax strategy, right? Your entity structure, making sure that that's appropriate and ready for growth, right?
SPEAKER_01Yeah, I know, and I want to tackle big points like you talk about business valuation and then knowing an exit strategy.
SPEAKER_05Yes.
SPEAKER_01And a lot of business owners don't know how much their business is worth, or they have a fake number in their mind, or they don't have a real number.
SPEAKER_07That is true. So we have encountered that many times where someone thinks their business is worth, and I think people don't understand how you actually value a business either, because revenue is much different than your profit.
SPEAKER_01Yeah.
SPEAKER_07Much different.
SPEAKER_01And I feel knowing those numbers and investing on that just give you clarity about your business and put a lot of stuff into perspective. I can't feel like whenever you talk to people that are about to retire, they have been working their whole life. And they now come 55 assists, and I'm like, man, I only have a year left for retirement. And I don't feel ready. I thought this business was going to be at this level.
SPEAKER_02Yes.
SPEAKER_01To this, to be able to this, but you know, but I've been working my like the last 20 years for nothing. You know what I mean? Now I cannot show, oh man, am I even ready for retirement? Now I think investing on this stuff early on is going to fix a lot of that issue and already make you think about your long-term goals and uh and all of that. So I know like business valuation and exit strategy comes hand to hand. Why it's important for a business to have an asset strategy? And we also have an asset strategy. We already have it and tell me more about it, and then let's add more to it.
SPEAKER_07Yeah, so the best time to have an exit strategy or create an exit exit strategy is the day that you start your business.
SPEAKER_02Yes.
SPEAKER_07And most people think it's when you're ready to retire or ready to do something else, which that's entirely too late. So the reason why is you never know like what's going to happen in life, right? So like maybe, like, for instance, maybe there's like a hot you you produce this like hot product. Like remember the little spinner fidget spinners, you know? They were so hot for such temporary, right? Because now you don't really see them, but you saw them every person's hand, adult or child, for such a temporary time, right? So those businesses think about the life of that business was so short. Did they think that? Probably not.
SPEAKER_03Yeah.
SPEAKER_07Right. So like for them, they were like, okay, great, I'm making all this money. Like maybe they were making a couple million each year.
unknownYeah.
SPEAKER_07For a year or two, right? Then all of a sudden it goes down to 30,000. Right. So, like, so having that exit strategy and that helps you think about the future in the what if. So it's like, okay, let's plan. If my business just tanks, what what will I do? Will I sell it? Do I and I need to watch and sell it beforehand, etc. Not only that, but it helps you plan for your retirement. Um, whether that be like at retirement age, or maybe you want you plan on growing your business to a $10 million valuation and selling it, or maybe inviting someone to buy in, etc.
SPEAKER_01Yeah, no, I agree, I agree. Yeah. And yes, and talking about that, I want to say here less personal story. Uh During COVID time, have I told you about this? I don't think I have. During COVID time, I was working for the CPFM and we had the client, you know, that was in the healthcare supply distributor industry. And they wrote the wave, they wrote the wave of all the COVID testing, the mask, and all of that. So they went from making around like a two million dollars in sales in 2019 to 2020. You know how much sales they had in 2020?
SPEAKER_06How much?
SPEAKER_01Can you can you guess a number?
SPEAKER_06From two million to I'm gonna say 15.
SPEAKER_01Close. No, not even close. They went to 124 million dollars in sales during that year.
SPEAKER_06124 million dollars in sales during that.
SPEAKER_01And they were having like two years a strong, but uh I didn't know the stay, yeah. Can you mind going from two million to 124 million dollars in case?
SPEAKER_07That's why it's important to keep up with like your process and your accounting too, because that the tax bill, can you imagine the tax bill?
SPEAKER_01It was huge. Like they and then did they do a tax strategy? They don't have time, like you already made the money, like you know, the one of the guys went and bought a jet.
unknownWow.
SPEAKER_01And then one bought in a vacation house. Yeah. But uh yeah, I know as you said, like, you know, having an asset plan, seeing everything allows you to handle all of those things the right time. And then if you're having I love what you said, if you're having a good timing business that you don't think you're going to keep out for long because of market changes, you know, we can come down and reposition them, say, hey, this is what you can do, this is how you should be investing uh your money in there. But yes, every business is different. Every business needs like, you know, it's not like a coke, cookie coral solution for for everything. You know, you gotta like sit down and have those such. I mean it's good investing those money. What would you do if your income goes if you go from like making 200k to like 20 million dollar netting in a year?
SPEAKER_07Which I mean we plan to do that. Yeah, but what I would do is I would uh definitely um purchase some more property.
SPEAKER_01Yes, I yeah, I think I think that's a number thing you can do.
SPEAKER_07Maybe some new clubs, yeah, some fitted clubs.
SPEAKER_01Yes, and yeah, it's just life-changing money. Yeah, like you can retire with that money if you want. Yeah, so that's crazy. So that is what happens in the US.
SPEAKER_06Yeah, yeah, that is true.
SPEAKER_01The like economy, as long as you have the processes, hopefully, like I don't know how they manage that flow, but to grow them more, they probably have to hustle up. I think they only helped it.
SPEAKER_07Well that that's why they say it's it's getting like and I've seen it. Businesses fail because they've their growth has been too fast. Yes. You don't want to grow too fast because when if you do, when that happens, a lot of times you can't keep up with like the supply and demand, right?
SPEAKER_02Yes.
SPEAKER_07And uh oftentimes it makes your business fail, and and there's gonna be some there's always someone else coming up behind you trying to build. Like right now, we're gonna have we have this WG 360 coming out, right? And like like you mentioned earlier, it's a customized experience for each client that's going to go, that's not cookie cutter. Yeah, we're going to have people who are going to replicate it.
SPEAKER_02I agree.
SPEAKER_07And that's what happens. So if we grew too fast and couldn't keep up with demand and didn't provide quality work, someone else is going to take it over. And that's what happens when you grow too fast. Between that and you lose clients, you lose um reliability, consistency of the work or your product. Um and yeah.
SPEAKER_01You grow too fast and you're not ready for it, you know, because if you have the right process and you are proactive, you know you're going to come down, you get yourself ready for it, you know.
SPEAKER_07That's why right now this why hiring a professional, like someone to come and help and advise on that, if you want to have growth or if you expect growth or if you're growing or maybe you experience it already.
unknownYes.
SPEAKER_01I agree. Yeah, no, I'm uh I'm really excited for it. I think it will, I'm sure, I'm confident it's going to bring a lot of value to a lot of businesses owners, like to the right business owners. If you're growing fast, if you know you can execute, this is going to bring value to you. Like, you know, this is going to give you the roadmap. I I work with a lot of people that say, hey, I'm very coachable. I just need somebody to tell me what to do. Like, what's that?
SPEAKER_07They don't, yeah, they they don't understand. A lot of clients don't know.
SPEAKER_01They don't know what kind, they don't know finance, they don't know how to read the PNO, they don't know how to translate that, and people haven't taken the time to do that.
SPEAKER_07And they need action plans. Like, like you said, they they're coachable, they can follow a plan. Yeah, they don't know how to create the business plan.
SPEAKER_01Yes.
unknownRight.
SPEAKER_07Or the forecast.
SPEAKER_0115 years time, it's not worth the time party.
SPEAKER_07And a lot of times, like for lending and like any growth and expansion, you have to have those like the forecast and budget for the next few years anyway. So that's something that we will provide with the service too.
SPEAKER_01Yes, yes. That's that is awesome. Yeah, we have a budget for ourselves. It's pretty good. It feels good whenever you know think that these months, this at least so far, what we have after year, we have surpassed that forecast, and it's awesome. You know, it tell you it tell you like, man, I'm doing a good job. This is the baseline. We're doing we're doing a good job, and and if we go over this budget, I'm like, hey, something needs to change fast. And yes, that's something that happened with businesses owners. They don't realize the problem fast enough. They don't realize the problem.
SPEAKER_07They're being very reactive. Like, yeah, and reactive is when you're to me, reactive is you still have good accounting and you're looking at your accounting from last month, and then you that's when you see that you lost money.
SPEAKER_02Yes.
SPEAKER_07Right. And you're like, oh wow, we're losing money on this service or this product or whatever it is, right? But instead, if you have some advisory work done, you can see that ahead of time, or you can see, okay, like for example, if you're like a construction company, it's notorious that winter you're gonna be slow.
SPEAKER_03Yeah.
SPEAKER_07Right. So, and and like maybe not everyone knows that, but we know that because we we work with so many different industries that we're really aware with the cycles of different industries. So then as an advisor, we would help you plan and prepare for that and make sure that you have what you need, whether that's like maybe it's even doing some different type of work and in the you know, the the colder season and making sure that you have excess funds to be able to pay your people, etc.
SPEAKER_01No, yeah. And there's an over advisory department, which you are, you know, you're the leader of that department, provide all of that for business owners, and it brings a lot of clarity. And it's really important to have it uh for sure. Uh it's really important to have for sure. So yeah, I'm really looking forward for to May 1st. Um yeah, start launching that and start helping.
SPEAKER_07We're only taking five clients.
SPEAKER_01Yes, no, yeah, like you know, it takes time. Yeah, it it it takes a lot of capital investment. Uh so yes, you know, we want to make sure we can provide the best service possible. So that is why we are capping it, as you said. Let's not grow too fast. Let me show we grow enough.
SPEAKER_07And and the quality is important for us. So we want to make sure that we're able to give everyone quality. And that's something that I would encourage people here too. Like when you're looking to change and grow and develop new services or new products, yeah. You know, like you know, it's okay, be patient. You can cap it. Like, would I love to sell 30 of these? Yeah, I would love to advise 30 new clients on the WG 360. But do I have capacity to do that at the high quality that they deserve? No.
SPEAKER_03Yeah.
SPEAKER_07So why would I open myself up for for for failure or white glove up for failure, right? So I think that's a good encouragement to leave everyone on is to make sure that as you're doing expanding, growing, and changing is make sure that you are capturing and understand like your time commitment and your like monetary commitment as well to any new product or service and cap it as needed.
SPEAKER_01Yes, I agree. And then be proactive about it, be proactive about new service, like create budgets, create creative deadline for new service. Uh that way, you know, that way you're being proactive. And it's the purpose of it. And and then now at the end of the month, the end of the quarter, you're just looking at it and like, man, I'm losing money on this project. Like, why did I even do it? You know, but that's where we're creating budget, thinking head, uh, being proactive, comfort. So, hey, I'm ready for this next few weeks. Uh a lot of great stuff happening. We have the honest retreat, which is going to set up, set us up for a great 2027.
SPEAKER_07Well, we'll do a WG 360 take on White Glove during that. Yes. That will be exciting to really dive in to see like what we would advise. And I think the way we do it is we act like we're a different business. It's not us.
SPEAKER_01Yeah, I feel like because I don't know all you know, you you are the CFO of White Glove. Uh, you have the all the experience in finance. I have the experience on the tech side. Yeah, I always enjoy our CFO meetings, and you enjoy our conversation, and they are really productive, even though I'm not about accounting.
SPEAKER_07Yeah.
SPEAKER_01You bring a different perspective forward, and it's awesome.
SPEAKER_07It's good to have that organization too. Yes. And again, like just because we know it, we don't always get set aside the proper time to be able to discuss it, digest it.
SPEAKER_01Spending the time on it.
SPEAKER_07That's the same for business owners. Some business owners understand accounting, they understand numbers, they love it, they're good at it. But are they actually diving into it and listening and learning and focusing on expansion?
SPEAKER_01And to get ideas, and that's why we merge to get ideas, you gotta have people to talk you through. Yeah. Go back and forth for yourself. It goes. Whenever I was by myself in the business, like, you know, I would think too much about the stuff. I'm like, man, this is crazy. I don't want this on me. Why am I doing this?
SPEAKER_07And all the ideas, like like I know at some point, remember we wanted to have like a marketing firm too, and IT, and like, you know, maybe one day we will expand into that those sectors, who knows? But I think we wanted, at least for me, I'm like, I want it all now.
SPEAKER_02Yes.
SPEAKER_07Having a business partner or having an advisor. I mean, technically, like we are advisors to each other. Yeah. So having that is invaluable.
SPEAKER_01I agree. I agree. And then we definitely need the tax planning part of it.
SPEAKER_05Yes.
SPEAKER_01Because I'm kind of calculating the tax bill that we will have to pay if we don't do anything. I'm like, man, that is crazy.
SPEAKER_04Yeah, I have to keep it.
SPEAKER_01We gotta do something about it. We gotta do something, oh, unless just start getting ready for it. So hope. This was awesome. Uh it was awesome. Really thankful for all the time you have put into YG360, and and I know it's going to be a great sus sex, and and it's going to help a lot of or a lot of our clients uh out, and they're going to get a lot of value out of it. So let's make sure we have a great honest retreat. Let's get this YG60 out. And yeah, we are excited to make us uh a sus sex and it's going to be great. Sounds good.
SPEAKER_07Sounds good. So I think we leave everyone on as um if your business is not changing, it's dying.
SPEAKER_01Yes, definitely. If you're not sure not changing, if you're not growing, you're dying. Yeah, for sure. Absolutely. Okay, thank you guys. Uh thank you for watching. Please subscribe, comment, leave any question here, and then check the website YG360 out and why glove, and we're going to put a lot of information down here before it. Sound like a plan?
SPEAKER_02Absolutely. Let's do it.
SPEAKER_01Let's do not. This was awesome. Thank you.
