Finance and Tax

How Diane Hagerty Solved $898,000 IRS Bill and Helps Small Businesses Navigate Tax Nightmares

Diane Hagerty shares accidentally discovering accounting talent in forced high school class, starting over at 35 after divorce with nothing,…

anthonyvcodispoti Feb 16, 2026

Finance and Tax

The Tax Advisor Who Prays, Hunts, and Took a Bullet — Katie Cox’s Story

Katie Cox shares leaving 25-year partnership during COVID, starting faith-based tax firm with prayer receiving 30 clients miraculously, accidentally getting…

anthonyvcodispoti Feb 16, 2026

Finance and Tax

Kevin Nguyen’s First-Generation Journey: From Vietnamese Refugee Family to Bennett Thrasher CPA Career

Kevin Nguyen shares his journey as first-generation college graduate from Vietnamese boat refugee family to Financial Reporting Senior at Bennett…

anthonyvcodispoti Jan 30, 2026

Finance and Tax

Tim Petrey: Building Raving Fans in the Least Sexy Industry

Tim Petrey shares his journey from Blue Beacon truck wash training lessons to building fractional CFO services and White Glove…

anthonyvcodispoti Jan 7, 2026

Finance and Tax

Amy Walker’s Exit School: Making Million-Dollar Business Ownership Accessible to All

Amy Walker shares how The Exit School makes business ownership accessible through strategic acquisitions, preventing business closures while creating financial…

anthonyvcodispoti Sep 8, 2025