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"You Already Have A Valuable Business.."

Name: "You Already Have A Valuable Business.."
Uploaded: 2026-02-03T02:00:00+00:00
Duration: 47 s
Channel: Shanli Liu, CPA, CTP
Description: In this candid coaching conversation, a CFO advisory and tax planning business owner (Speaker B) shares that his firm generated $2.2 M last year and is…

3 Feb 2026 · 1 min

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0:47

In this candid coaching conversation, a CFO advisory and tax planning business owner (Speaker B) shares that his firm generated $2.2 M last year and is projected to reach $2.9 M this year, with an ambitious goal of $20 M. He reveals that he has halted new sales to focus on figuring out the business, and expresses a desire to launch online courses and a book to educate and appear on camera. Speaker A probes the reasons behind pausing sales, highlighting the lack of sales velocity and the difficulty of fulfilling existing services. The coach emphasizes that the current business is already valuable, warns that creating courses and books will bring new challenges, and advises the owner to first resolve fulfillment and operational constraints before scaling marketing or product launches.

I sell CFO advisory and tax planning. We will do probably about $2.9 million this year. Last year I was $2.2 million.
Super good.
I would love to be at like $20 million.
Okay. What's sales velocity right now?
We're— we've closed down for new sales because I'm trying to figure everything out. So nothing right now. Nothing.
Well, that will not grow the business, that for sure. I'll be here all day, guys. What's wrong with the business that you decided to stop selling stuff for?
Well, I want to market like for courses. And to buy my books. I've never put them out there.
Wait, huh? Okay, hold on. So you've got all this stuff in your back pocket. Why do we care?
Well, that's what I want to do. Like, I like the products. I like to educate. I like to be in front of the camera. Like, I want to do all that.
You have a valuable business right now.
It's fucking hard. That's why. It's— no, like, to fulfill on it.
Yeah, I mean, like, like, I make the content. I continue to repeat, and I get— I get my memes made of me of like, Alex just gonna say Shit's hard and hard things are hard and hard, hard, hard. And it's because it just never stops being hard. It just always sucks. Like the course thing will suck too. You just don't know it yet. Ask the course people. They'll tell you it sucks.
That's great advice.
Right? They're like, it sucks. Yeah. So save those in your back pocket. There's nothing wrong with them. But we need to fix the supply constraint first and then you'll use all those things as marketing assets to increase demand when the time comes.