What if your year-end review actually changed next year’s results? We unpack a wild stretch of growth—moving from a part-time practice to a team of four, relocating into a new office, and crossing the 500% revenue growth mark—while being honest about what it cost and what we’d do differently. The big story isn’t just the numbers; it’s how we used clarity to make faster, better decisions when plans went sideways.

We break down the channels that truly moved the needle. BNI and local partner networks accounted for roughly half of new business thanks to layered referrals and built-in trust. Dave Ramsey leads paid for themselves and seeded a recurring client base. On the flip side, Facebook ads devoured budget with low-quality leads and weak ROI, so we shut them down and doubled down on what worked. You’ll also hear the full SBA office saga: a near-miss purchase, a creative lease-to-own path, and why pristine books are non-negotiable when lenders start asking hard questions.

Staffing became the crucible where our systems were tested. Turnover, a sudden absence, and undocumented work created client pain we had to own. The fix: move tax and bookkeeping workflows to the cloud, standardize checklists and handoffs, and set clear expectations that survive personnel changes. Along the way, we lean into Profit First to avoid “growing broke,” tighten collections, and track simple KPIs—lead source mix, CAC, LTV, cycle times, realization rates—that guide hiring, spending, and service promises. The goal is bigger than surviving tax season. We’re building durable profit and creating options that compound for families over time.

Want the framework we use to turn reflection into action? We map out five steps—what worked, what didn’t, biggest wins, biggest challenges, and how to fix it—so you can run your own review and enter 2026 with a clean plan. If this resonates, subscribe, share the episode with a business owner who needs honest numbers, and leave a quick review to help more listeners find us. Ready to talk? Book a discovery call at meetwithsavvy.com and let’s see if we’re a fit.

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