Episode
Stop Letting Your CPA Keep You Broke: Strategic Wealth, Tax, and Profit Planning
- Podcast
- Business Roundtable
- Published
- Dec 2, 2025
- Duration seconds
- 1853
- Processing state
not_requested
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Summary
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: [email protected] Become 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/cc Call: +1 909.404.9865 Website: https://stewardyourbusiness.com LinkedIn: https://www.linkedin.com/in/davidwcarr Watch more episodes and subscribe on YouTube: https://www.youtube.com/@steward_your_business