About this episode

Zachary Gordon discusses the importance of proactive CPA strategies for businesses in fast-changing industries.

For businesses in fast-changing industries, the right CPA can be more than a tax preparer—they can become an essential part of the team. Zachary Gordon, CPA, founder of Red Five Services, brings experience across public accounting, private equity, startups, and highly regulated industries including cannabis and technology. In this episode, Zach shares how proactive planning, clear communication, modern accounting practices, and a true advisory relationship can help business owners navigate complex regulations, manage growth, and make better financial decisions. Key Takeaways: ● Proactive Planning Matters: Tax and financial decisions are far easier to manage when business owners plan ahead instead of waiting until deadlines or problems arise. ● Communication Builds Better Outcomes: Strong CPA-client relationships depend on consistent communication, realistic expectations, and a willingness to address issues early. ● Regulated Industries Require Specialized Knowledge: Businesses in emerging and highly regulated markets need advisors who understand evolving rules and know how to prepare for additional scrutiny. ● Modern Accounting Goes Beyond Compliance: Business owners can gain…

People in this episode

Host: Peter Florio

Guest: Zachary Gordon

Topics covered

• CPA strategies
• tax planning
• high-growth businesses
• communication
• regulated industries
• modern accounting

Keywords

• CPA
• taxes
• business growth
• financial decisions
• accounting practices
• communication
• regulated markets

Mentioned in this episode

Organizations: Red Five Services

More episodes of Business Insights

• Episode 51: Smarter Pricing for Financial Advisors · September 10, 2026 · 13 min
• Bonus: California's New SaaS Tax Law Explained · July 30, 2026 · 43 min
• Bonus: Beyond the Will: Estate Planning Mistakes, Trust Strategies, Tax Planning & Family Legacy · June 24, 2026 · 43 min
• Bonus: Crypto Tax Rules Every Investor Should Understand · June 3, 2026 · 30 min
• Bonus: Advanced Estate Planning for High Net Worth Families · May 13, 2026 · 37 min
• Bonus: Senior Real Estate Specialist on Trust & Downsizing · April 29, 2026 · 30 min

Explore listener stats, chart rankings, contacts and more on the Business Insights podcast page.