• Skip to main content
  • Skip to header right navigation
  • Skip to site footer
JDT Advisory logo

JDT Advisory

  • Start
  • Services
  • Success Stories
  • About
  • Insights
  • Work With Us

Financial Strategies

Man wearing suit holding blueprints in front of gray building

Build Your Blueprint Bridge

by David Thach, CPA, CEPA

According to a 2023 survey by Datarails, a small or medium-size business (SMB) spends an average of $54,000 per year for finance and accounting …

Read moreBuild Your Blueprint Bridge
Helicopter flying with money floating out toward the ground

Where Did the Money Go?

by David Thach, CPA, CEPA

In the words of Peter Drucker, “Entrepreneurs believe that profit is what matters most in a new enterprise. But profit is secondary. Cash flow …

Read moreWhere Did the Money Go?
Overhead view of New England Patriots football players in huddle

Run Your Business Like an NFL Team

by David Thach, CPA, CEPA

The most successful Wealthpreneurs know the importance of profit in their businesses. If a business is struggling to improve its pretax …

Read moreRun Your Business Like an NFL Team
Landscape of the Badlands

Are You In the Badlands?

by David Thach, CPA, CEPA

Peter Drucker once said, “Profit for a company is like oxygen for a person.” You can’t hold your breath forever, and your business can’t survive for …

Read moreAre You In the Badlands?
3D model of building sitting on grill

Is Your Business On the BBQ?

by David Thach, CPA, CEPA

Wealthpreneurs might think, “It’s my company – why can’t I pay myself whatever I please?” This mindset often comes from …

Read moreIs Your Business On the BBQ?
Two business people shaking hands blurred with view of skyscrapers

Buy or Die?

by David Thach, CPA, CEPA

If you plan to transition ownership of your business one day, you likely hope to maximize the value of your business at the time of transition. Many …

Read moreBuy or Die?
Sprout growing from dirt

Organic Growth is Dead?

by David Thach, CPA, CEPA

Organic growth (slowly expanding your market reach) is the dream for many businesses. But in today’s fast-paced world, organic growth can feel …

Read moreOrganic Growth is Dead?
Red umbrella surrounded by gray umbrellas

Stand Out From the Crowd

by David Thach, CPA, CEPA

In a competitive landscape, every company strives to differentiate itself. But true differentiation goes beyond just a catchy slogan – …

Read moreStand Out From the Crowd
Man holding up camera to take a photograph

The Focus Fix

by David Thach, CPA, CEPA

Business owners often have a whirlwind of concerns. From economic fluctuations to competitor strategies, many factors can impact your …

Read moreThe Focus Fix
  • Page 1
  • Page 2
  • Next

Energize your Mind

5 Secrets of Highly Successful Wealthpreneurs

David Thach, CPA, CEPA shares key insights from over 25 years of advising high-impact Wealthpreneurs. These 5 actionable secrets can help you tap into your hidden potential and reach your biggest goals!

Get the guide
Contact
  • (888) 494-2711

  • info@jdtadvisory.com

  • Contact Form

  • P.O. Box 2046

    Colleyville, TX 76034

Resources
  • Insight articles
  • Business Benchmark Report
  • 5 Wealthpreneur Secrets guide
  • Reasonable Compensation eBook
  • The Exit Planning Guide
Quick Links
Subscribe to Newsletter 
  • Client Success Stories
  • Disclaimers

  • LinkedIn
  • Link
  • Mail

Copyright © 2025 · All Rights Reserved · JDT Advisory LLC