Strategic Business Advisory & Tax

Strategic Business Advisory & Tax Strategic Business Advisory & Tax, CEO, Randi Sorenson, C.P.A. has been a business advisor and accoun

As accounting professionals and business advisors with over 25 years of experience, we have the skills to identify problems and provide solutions for our clients. We get to know our clients’ business and personal goals and create customized action plans to help them achieve success. After working with countless businesses, we have found we are able to have the greatest impact with companies genera

ting $1 million or more in annual revenue and with leadership who are willing to invest the time, money, and energy necessary to grow and sustain a thriving business. Our most successful clients are those who want to facilitate change and make difficult decisions that will benefit the long-term health of the company.

A 250-seat client looked like a win on paper, until the constant fire drills started draining the whole team. Gidon Levy...
08/03/2026

A 250-seat client looked like a win on paper, until the constant fire drills started draining the whole team. Gidon Levy explains why scaling from seven to eight figures often means walking away from revenue that costs more than it earns. Fit, not size, is the real test of a good client. https://oal.lu/UaUx7

When hustle wasn't an option, this founder built something better: a business that runs on systems, not sacrifice. From ...
07/31/2026

When hustle wasn't an option, this founder built something better: a business that runs on systems, not sacrifice. From color-coded calendars to async communication, her approach shows how strong operations can protect both your health and your growth. https://oal.lu/wPrTK

The best product bundles don't feel like a sales tactic, they feel like the seller actually gets you. Business leaders w...
07/30/2026

The best product bundles don't feel like a sales tactic, they feel like the seller actually gets you. Business leaders weigh in on what separates bundles customers love from ones they ignore: solving a real problem, removing decisions, and grouping things people already use together. https://oal.lu/9esCU

The best product bundles don't feel like a sales tactic, they feel like the seller actually gets you. Business leaders w...
07/30/2026

The best product bundles don't feel like a sales tactic, they feel like the seller actually gets you. Business leaders weigh in on what separates bundles customers love from ones they ignore: solving a real problem, removing decisions, and grouping things people already use together. https://oal.lu/gnZcQ

Economic uncertainty doesn't make customers cheap, it makes them careful. This article makes the case that discounting t...
07/29/2026

Economic uncertainty doesn't make customers cheap, it makes them careful. This article makes the case that discounting trains buyers to chase the lowest price, while durability, transparency, and honest comparisons build the kind of trust that keeps them around.If you're tempted to compete on price alone, this is a helpful reframe. https://oal.lu/s1act

Turns out sounding like your customer might matter more than what you're actually selling. A new study of over 7,000 Sha...
07/28/2026

Turns out sounding like your customer might matter more than what you're actually selling. A new study of over 7,000 Shark Tank pitches found entrepreneurs whose voices matched an investor's tone landed more deals, regardless of the product itself. This is a fascinating look at how connection, not just content, drives persuasion. https://oal.lu/DrKgC

A bad laser treatment turned into a six-figure clinic and a second business built entirely on customer trust. This found...
07/27/2026

A bad laser treatment turned into a six-figure clinic and a second business built entirely on customer trust. This founder skipped traditional financing, started with in-home appointments, and let word-of-mouth do the heavy lifting. Her existing clients even became the beta testers for her new sunscreen line. Proof that one loyal customer base can fund your next big idea. https://oal.lu/RRVP4

Firefighters never multitask, and there's a lesson in that for anyone juggling two roles at once. A new book on workplac...
07/24/2026

Firefighters never multitask, and there's a lesson in that for anyone juggling two roles at once. A new book on workplace effectiveness makes a case for treating technology with the same playful curiosity a crow brings to using a stick, and for collaborating in bursts rather than constant back-and-forth. Sometimes the biggest unlock isn't trying harder; it's noticing what your actual job requires versus what you assumed it did. https://oal.lu/3RyCn

Repeat customers spend up to 178% more than new ones, according to one small business's own data. The businesses that bu...
07/23/2026

Repeat customers spend up to 178% more than new ones, according to one small business's own data. The businesses that build that loyalty show up everywhere their customers already are, with the same message across every channel. A San Antonio pressure washing company generated over $41,000 in revenue from a multi-channel campaign that cost just 61 cents per mailer. Consistency, it turns out, compounds. https://oal.lu/qTXRU

Kristina Subbotina left Big Law to become an investor, started sharing legal tips on social media to attract deal flow, ...
07/22/2026

Kristina Subbotina left Big Law to become an investor, started sharing legal tips on social media to attract deal flow, and ended up building a law firm instead when founders kept asking for her services. Her videos hit 5 million monthly views; Mark Cuban reposted one. She later productized the business into an AI-powered legal platform, hitting $372,000 in annual recurring revenue within months of launch. https://oal.lu/KuYVt

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Wednesday 9am - 5pm
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