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Thanks so much to the Whiskey & Wisdom Podcast for hosting CAP3‘s very own Adam Tartt, MBA! Grateful to Tyler Yaw and Christopher Kellum for this opportunity! During the conversation, Adam sheds light on the workings of his firm, Cap3 which offers services like accounting, finance, and consultation to small business owners. He also shares his experiences and lessons in dealing with different challenges in the business world, emphasizing the importance of having a strong work […]

Tax season is a period marked by tight deadlines, complex calculations, and, often, client-related challenges. For tax preparers, navigating these obstacles is as much a part of the job as the number crunching itself. Finding ways to overcome them makes a tax preparer a superhero in the eyes of the client. Two of the most common issues are documentation delays and client miscommunication. Documentation Delays Documentation delays are a perennial issue. Clients may […]

Challenges and struggles in business growth usually fall under two categories, and they happen to run on opposite ends of the spectrum… #1 – The pitfalls of uncontrolled growth. #2 – The stagnation that comes with resisting change. Finding the sweet spot is crucial for your long-term success, but it’s easier said than done. Imagine your business is experiencing rapid growth, but the strain on resources, compromised quality, and financial stress […]