Most advisors help clients with money—yet avoid looking at their own numbers. In this eye-opening episode of The Uncommon Advisor, Alicia welcomes tax strategist, Enrolled Agent, business owner and overall powerhouse Sarah Tatum to expose the hidden mistakes advisors make with their business finances.

They unpack how to confidently understand your numbers, choose the right entity, build a proactive tax plan, and stop leaving money on the table. You'll also learn how to collaborate better with tax professionals and build a financial system that supports growth—not stress.

If you've ever felt a little "embarrassed" handing your books to your CPA… this episode is your wake-up call (and your roadmap forward).

Book a Consult Call with Sarah here: https://tostrategicadvisory.taxdome.com/en-us/signup"

Connect with Sarah on LinkedIn here: https://www.linkedin.com/in/sarah-tatum/

Schedule Time with Alicia Here: https://calendly.com/byersstrategygroup/new-meeting