To Reader The Great,

Welcome to the April addition of my monthly email for Founders where I share the latest tips and news to benefit your business and your personal finances... all through an accounting lens. Don't miss my latest video and the two freebies below as well. Will always keep these as short as possible. Alright, let's go... 🚀

First of all, I hope your Q1 went as good as or better than planned. Most of our clients saw a strong first quarter. Companies were spending. Carta shared the below charts that show their clients' valuations and venture activity increasing in the quarter as well.

So what does this mean for you? It means that now is the time to start your tax strategy both for your business and your personal life. (Hopefully 2023 taxes are behind you or at least extended without surprises). 😎

There are so many tools and options out there to reduce your tax bill beyond the usual run of purchases and retirement account contributions; especially once your overall net income is above $1 million. If that is you and your accountant isn't proactively working to save you money and implementing your ideas, reply to this email and let me know what's going on.

🔥 If you're in the tech game, you might be familiar with the R&D tax credit. But are you getting the most out of it? Even if you've got a great tax accountant, many companies often overlook or underclaim this valuable benefit. That's where our friends at TaxTaker come in. They're all about helping tech companies squeeze every last penny out of the R&D tax credit. They've got the process down to a science and they're saving companies an average of $80,000 a year. Haven't checked your R&D tax credit situation lately? TaxTaker can help you see if you're leaving money on the table. Snag a free eval with them here.

​

The Best App to Track Your Net Worth 📽️ 💵​
Mint is gone and a lot of you have been asking me which personal finance app is best. Here is my answer after testing several of them. My advice applies whether you're a billionaire monitoring just your net worth or struggling and closely following a budget. Either way... click the image below to watch. Here is the link that is mentioned for 30-days free if you want to try it out.

​

​

As always, here is a curated list of my three top news items from the past month to help you and your business. Keep going...

Market Confidence in Economy May Curtail Extent of Fed Rate Cuts​
Investors are speculating that US interest rates will likely remain notably higher than the Federal Reserve’s own projections by the conclusion of an impending cycle of rate cuts. Market attention is increasingly directed towards where borrowing costs are expected to stabilize.

Challenges of Achieving Work-Life Balance with a 4-Day Work Week​
CEO Lindsay Tjepkema argues that implementing a three-day weekend for all is ineffective, as it doesn't align with the continuous operation of the rest of the world, which doesn't halt on Fridays. Check out this article to find out the arguments against 4DWW.

62 Pages of Unfiltered Answers to the Top Business Scaling Questions​
If you're a business owner, you likely know Alex and/or Leila Hormozi. They're crushing the game and closing in on a $1 billion valuation of their primary business. Leila just released 62 pages of the top business scaling questions and she shared it for free. I am sharing it with you. 🎁

​

That's it for this month! Contact us if you have any questions on any of this or want to discuss the next steps for your business. You can also reply to this email to reach me personally. I'd love to hear from you and learn anything I can do to make these monthly emails even more valuable. 💡

Your Friend and Fan,
​
Jim Miller
​
P.S. - If we're not already connected personally, here are all of my links. If this email was forwarded to you, the link to not miss the next one of these newsletters is in there too. See you soon!

​