Deferred CPA

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Living intentionally by helping clients make sound financial decisions through audit expertise, financial planning, and proper product positioning.

08/11/2025

💡 “𝘈𝘯 𝘪𝘯𝘷𝘦𝘴𝘵𝘮𝘦𝘯𝘵 𝘪𝘯 𝘬𝘯𝘰𝘸𝘭𝘦𝘥𝘨𝘦 𝘱𝘢𝘺𝘴 𝘵𝘩𝘦 𝘣𝘦𝘴𝘵 𝘪𝘯𝘵𝘦𝘳𝘦𝘴𝘵.” — 𝐁𝐞𝐧𝐣𝐚𝐦𝐢𝐧 𝐅𝐫𝐚𝐧𝐤𝐥𝐢𝐧

I couldn’t agree more with this quote. 🌱

Every time we invest in learning — whether it’s through reading, taking a course, attending a seminar, or even learning from others’ experiences — we’re actually building something that compounds over time: 𝑔𝑟𝑜𝑤𝑡ℎ.

The truth is, the more we grow, the more confident and capable we become — not just in our careers, but in life as a whole. 💪

So keep learning. Keep improving. Because the best investment you’ll ever make is in 𝑦𝑜𝑢𝑟𝑠𝑒𝑙𝑓. 💫

04/08/2025

𝐌𝐲 𝐯𝐞𝐫𝐲 𝐟𝐢𝐫𝐬𝐭 𝐜𝐥𝐢𝐞𝐧𝐭 𝐰𝐚𝐬𝐧’𝐭 𝐞𝐯𝐞𝐧 𝐚 𝐟𝐫𝐢𝐞𝐧𝐝.

𝙃𝙚'𝙨 𝙣𝙤𝙩 𝙚𝙭𝙖𝙘𝙩𝙡𝙮 𝙚𝙫𝙚𝙧𝙮𝙤𝙣𝙚'𝙨 𝙘𝙪𝙥 𝙤𝙛 𝙩𝙚𝙖.
But he was the very first person who trusted me in this career—and to this day, he keeps his policy in force.

Ironically, the friends who didn’t like him were also the first to mock me for becoming a financial advisor. And up until now, they’re still not my clients.

This just proves one thing:
𝗪𝗵𝗲𝗻 𝘆𝗼𝘂'𝗿𝗲 𝘀𝘁𝗮𝗿𝘁𝗶𝗻𝗴 𝗼𝘂𝘁, 𝘁𝗵𝗲 𝗳𝗶𝗿𝘀𝘁 𝗽𝗲𝗼𝗽𝗹𝗲 𝘁𝗼 𝗯𝗲𝗹𝗶𝗲𝘃𝗲 𝗶𝗻 𝘆𝗼𝘂 𝗮𝗿𝗲 𝗿𝗮𝗿𝗲𝗹𝘆 𝘆𝗼𝘂𝗿 𝗳𝗮𝗺𝗶𝗹𝘆 𝗼𝗿 𝗳𝗿𝗶𝗲𝗻𝗱𝘀.
You’re lucky if they are. Most of the time, it’s a stranger.

So don’t give up just because your family, friends, or loved ones don’t support you.

𝙔𝙤𝙪 𝙤𝙣𝙡𝙮 𝙣𝙚𝙚𝙙 𝙊𝙉𝙀 𝙨𝙩𝙧𝙖𝙣𝙜𝙚𝙧 𝙩𝙤 𝙗𝙚𝙡𝙞𝙚𝙫𝙚 𝙞𝙣 𝙮𝙤𝙪 𝙩𝙤 𝙜𝙚𝙩 𝙨𝙩𝙖𝙧𝙩𝙚𝙙.

Stay consistent—keep showing up, keep connecting, and keep your business moving.
Because one client today can turn into many tomorrow.

✨

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