Why I Have Moved Toward a Different Way of Working

In my previous reflections, I shared what I have noticed about working through a full year of a business all at once and what tends to happen after that process is complete.

After seeing that pattern over time, I started to realize something about the way I prefer to work with business owners.

It is less about the service itself and more about when and how I’m seeing the business.

I realized I don’t particularly enjoy working from a place where the full picture comes together all at once.

Not because it can’t be done.

But because it requires looking at the business after the fact and trying to understand everything within a relatively short window of time.

Over time, I found that I prefer a different rhythm.

Seeing the business develop as it happens.
Working through the numbers in smaller, consistent intervals.
Understanding changes closer to when they occur instead of piecing them together later.

It allows for a different kind of clarity.

Not just in what the numbers are, but in how the business is actually operating over time.

Because of that, the way I structure my work has naturally shifted.

I still take on tax-only engagements when it makes sense, especially when someone is working to get things organized or back on track.

But I have found that I don’t prefer to stay in that model long-term.

Not because it is wrong.

But because it doesn’t align with how I prefer to understand and work through a business.

Over time, this approach has created what I feel is a better overall experience for both my clients and myself.