The KB Article

Tax season doesn't start in March — it starts right now. Most business owners lose thousands every year because they wait until the deadline to "deal with taxes," and by then… it's already too late. In this episode of The Real CFO Podcast, Chad breaks down the exact steps you should take before the year ends to keep more money in your pocket, lower your stress, and finally get ahead of tax planning instead of scrambling at the last minute. From clean books, proper categorization, avoiding the personal-expense trap, to understanding distributions, equity, and why your balance sheet matters more than you think — this episode gives you the playbook most business owners never get. If you want to save thousands, avoid avoidable penalties, and go into tax season confident instead of panicked… Don't skip this one.

In this solo episode of The Real CFO Project, I break down one of the most underrated traits in business: real urgency — not rushing, not panicking, not chaos… intentional urgency. This week, I saw urgency work for me and against me, and it reminded me how much it impacts everything: ➡️ Your business ➡️ Your decision-making ➡️ Your health ➡️ Your family ➡️ Your ability to lead Most small businesses don't die from lack of opportunity — they die from lack of urgency. They wait. They procrastinate. They think they have more time than they actually do. But urgency done wrong? That leads to bad hires, burnout, poor decisions, and fractured relationships.

Ever wonder what The Real CFO Project really means? In this solo episode, Chad Brown, CPA, breaks down the true purpose behind it — and it's not about titles or corporate roles. It's about empowering small business owners to take control of their finances, their growth, and their future. Most entrepreneurs can't afford a six-figure CFO — but that doesn't mean they can't think like one. Chad dives deep into how you, the business owner, are the real CFO of your company. From understanding your financial statements to building cash flow forecasts, he explains how mastering your numbers transforms not just your business, but your life. This episode is more than financial advice — it's about redefining what it means to lead. Because being the "Real CFO" isn't just about your business… it's about being the Chief Financial, Family, and Fitness Officer of your life.

AI isn't just for tech experts anymore — it's for business owners who want to lead in this new era instead of getting left behind. 💡 In this episode of The Real CFO, Chad Brown sits down with Rob Cressy to unpack what it really means to step into leadership in the AI age. From eliminating human waste in your business to using AI as a canvas for your creativity, this conversation will make you rethink how you work, lead, and scale. If you've ever said, "I don't have time," or "AI's too complicated," this one's for you. Discover how early adopters are using AI to simplify systems, sharpen strategy, and create freedom in their business — without losing the human touch. 🎧 Watch now to learn how to start small, think big, and build your future with AI.

🚀 What does it really take to step out of fear and build a business from the ground up? In this episode of The Real CFO Project, Chad Brown sits down with Carter Henrie, a young entrepreneur who turned a side hustle in HVAC into a growing company with employees, a reputation, and lessons every business owner can learn from. Carter shares how he went from running service calls at 18, to taking the leap and starting his own business — uniforms and all. From knocking on doors to land his first big job, to facing the hard reality of financial struggles, he opens up about what it takes to push through fear, own mistakes, and build systems that actually scale.

Too many entrepreneurs chase money, status, or stuff… but at what cost? In this solo episode of The Real CFO Project, Chad Brown breaks down the 4 F's — Faith, Family, Fitness, and Finance — and why neglecting even one can throw your life and business out of balance. If your business disappeared tomorrow, would your family feel closer to you… or wonder where you've been? 👀 This is about more than numbers — it's about purpose, perspective, and building a business that fuels your life instead of draining it. 🔥 Tune in if you're ready to think bigger than dollar signs and start leading with intention

In this episode of The Real CFO, Chad Brown sits down with Courtney Boomer, founder of Scale Up, to reveal how business owners can break free from constant firefighting and start running their companies like well-oiled machines. Courtney shares how systems, automation, and backend infrastructure can help you protect your time, boost productivity, and move from reactive to proactive leadership. If you've ever felt like your business can't run without you, this conversation will change how you think about growth.

In this episode of The Real CFO, host Chad Brown breaks down the recently signed tax bill that extends and enhances key provisions from the 2017 Tax Cuts and Jobs Act. From bonus depreciation to qualified business income deductions, Chad highlights the most impactful changes for business owners — including how midsize and small businesses can take advantage of new interest deduction rules, expanded Section 179 limits, and updated opportunities in Qualified Small Business Stock and Opportunity Zones. This episode is packed with high-level insights you can actually apply — especially if you're wondering how to legally reduce your tax burden, reinvest in your team, or position your business for a more strategic exit.