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# Strategic Finance for Scaling Service Firms | Bennett Financials: From Tax Stress to Cash Clarity—We Build Your Profitable Exit Plan.

## Sitemaps
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## Posts
- [The 120-Day Financial Forecasting Sprint for Service Businesses](https://bennettfinancials.com/the-120-day-financial-forecasting-sprint-for-service-businesses/): Arron Bennett | Last updated: July 2026
- [10 Proven Strategies: Strategic CFO Support for Small Businesses Under 20M Revenue to Grow Effectively and Sustainably](https://bennettfinancials.com/10-proven-strategies-strategic-cfo-support-for-small-businesses-under-20m-revenue-to-grow-effectively-and-sustainably/): You want to grow your business. Not just add revenue—you want higher profit margins, stronger cash flow, lower tax drag, and real enterprise value. For U.S. service-based companies doing $1M–$20M in annual revenue, that distinction matters.
- [Plastic Surgery: How Strategic Planning Turns Cosmetic Procedures Into Real Business Value](https://bennettfinancials.com/plastic-surgery-how-strategic-planning-turns-cosmetic-procedures-into-real-business-value/): Plastic surgery includes elective cosmetic procedures and reconstructive surgery, but for an independent practice owner it is also a high-overhead, service-based medical business where demand for procedures like breast augmentation, rhinoplasty, facelift, and body contouring only creates wealth if pricing, margins, and cash flow are managed well.
- [The Fractional CFO Test for Plastic Surgery Practices Stuck at 15% Margin](https://bennettfinancials.com/the-fractional-cfo-test-for-plastic-surgery-practices-stuck-at-15-margin/): A fractional CFO for a plastic surgery practice should do one thing your accountant can't: tell you why a practice with 70% gross margin still nets 15% operating margin, and what to do about it. Most surgeons don't need one until revenue climbs but profit stays flat — the signal that growth is being made on gut feel. Bennett Financials runs a 60-15-15 diagnostic that pinpoints where the margin leaks and what the practice is worth once it's fixed. This is how to tell whether you need a fractional CFO, and what it should deliver before you hire.
- [Fractional CFO vs Controller: Why You’re Paying CFO Prices for Controller Work](https://bennettfinancials.com/fractional-cfo-vs-controller-why-youre-paying-cfo-prices-for-controller-work/): A fractional CFO and a controller are not the same hire, and the gap matters most when you're writing the check. A controller owns accuracy — the close, reconciliations, clean financial statements. A fractional CFO owns direction — what the numbers mean and what to do next. The problem in this market: a lot of providers sell controller-level output at CFO-level prices. Bennett Financials measures the difference with one standard — the 60-15-15 diagnostic — so you can tell whether the $5,000 to $7,000 you're paying buys judgment or just a tidier report.
- [How Agencies Lose Money on ‘Profitable’ Clients (And How to Spot It)](https://bennettfinancials.com/how-agencies-lose-money-on-profitable-clients-and-how-to-spot-it/): The client paying you $15,000 a month might be the one quietly bankrupting your agency. Not the small account you've been meaning to fire. The big retainer you're proud of — the one that anchors the revenue conversation. That client looks profitable on the invoice. It may not be profitable on the P&L.
- [Agency 2027 Pricing Reset: How to Raise Rates Without Losing Clients](https://bennettfinancials.com/agency-2027-pricing-reset-how-to-raise-rates-without-losing-clients/): If your agency closed more than 60% of its pitches last year, you're already losing money — you just don't see it on the revenue line. A high close rate feels like momentum. It's actually a margin leak that compounds every month you leave rates where they are. The 2027 pricing reset isn't about courage. It's about running the diagnostic and following where the numbers point.
- [Pre-Sale Tax Planning: Moves to Make 18 Months Before Exit](https://bennettfinancials.com/pre-sale-tax-planning-moves-to-make-18-months-before-exit/): Most founders don't find out how much they'll owe at exit until it's too late to change it. They negotiate a great deal, shake hands, get to closing — and then the tax number lands. At that point, their options are limited to damage control. Pre-sale tax planning is the 18-month window before that moment where the real work happens.
- [7 Signs Your Business Needs a Fractional CFO (And What It’s Costing You to Wait)](https://bennettfinancials.com/7-signs-your-business-needs-a-fractional-cfo-and-what-its-costing-you-to-wait/): Revenue is climbing. The team is bigger. You're busier than ever. And somehow, your bank account doesn't reflect any of it.
- [Profit First vs EOS: Why Neither Fixes a Margin Problem](https://bennettfinancials.com/profit-first-vs-eos-why-neither-fixes-a-margin-problem/): Profit First vs EOS is the wrong question if your problem is margin. Profit First is a cash-allocation system — it splits revenue into bank accounts so profit gets taken first. EOS is an operating system — it organizes vision, people, and execution. Neither one diagnoses where your margin is actually leaking. Bennett Financials is a fractional CFO and tax planning firm that helps service business founders doing $1M–$20M diagnose growth bottlenecks, fix margins, and build businesses worth selling. This is the side-by-side, plus the diagnostic layer both systems skip.
- [Fractional CFO Hourly Rate vs Monthly Retainer? You’re Asking the Wrong Question](https://bennettfinancials.com/fractional-cfo-hourly-rate-vs-monthly-retainer-youre-asking-the-wrong-question/): A fractional CFO hourly rate runs $175–$450; a monthly retainer runs $3,000–$15,000, with most service businesses paying $5,000–$7,500. But comparing the two on cost misses the point — both bill you for access to time, and time is the wrong unit to buy. The decision that matters is whether the engagement is tied to a measurable outcome: moving your business toward the 60-15-15 standard (60% gross margin, 15% sales and marketing, 15% G&A). Bennett Financials structures every engagement around that diagnostic, not a clock. Here's how to price the real decision.
- [Real Estate Operator Profit Margins by Asset Class: Why Yours Are Stuck at 11%](https://bennettfinancials.com/real-estate-operator-profit-margins-by-asset-class-why-yours-are-stuck-at-11/): Real estate operator profit margins vary by asset class on paper — residential property management, commercial, and short-term rental firms each carry different cost structures — but the number that actually decides your margin isn't the asset class. It's whether your management fee covers the true cost of delivery, diagnosed in the right order. The industry average net margin sits at 11%, while the top quartile clears 32% running the same business model. Bennett Financials runs a 60-15-15 diagnostic (60% gross margin, 15% sales and marketing, 15% general and admin) that finds the leak: pricing first, delivery labor second, overhead last. This article walks the math so you can see where your margin is actually going.
- [The Two Levers That Decide What Your Service Business Is Worth](https://bennettfinancials.com/the-two-levers-that-decide-what-your-service-business-is-worth/): Enterprise value runs on two levers: EBITDA and the multiple buyers pay on it. Most founders only push one — usually chasing more revenue. The faster path is improving margin and reducing owner dependence at the same time, because the two levers multiply. A 30% EBITDA lift paired with a higher multiple can more than double what your business is worth on flat revenue. Bennett Financials runs this exact diagnostic on every client.
- [Why Your Surgery Practice Is Profitable On Paper But Cash-Poor After Buying Equipment](https://bennettfinancials.com/why-your-surgery-practice-is-profitable-on-paper-but-cash-poor-after-buying-equipment/): A plastic surgery practice can show a healthy profit on its P&L and still have an empty bank account the month after buying a $180,000 laser. The reason is timing: the cash left on day one, but the tax deduction — even a full Section 179 or 100% bonus depreciation write-off — only changes what you owe, not what you spent. This post walks the math on why profitable practices go cash-poor after equipment purchases, how to tell whether a machine will actually pay for itself, and where equipment cost belongs in the 60-15-15 diagnostic. Bennett Financials is a fractional CFO and tax planning firm that helps service business founders doing $1M–$20M diagnose growth bottlenecks, fix margins, and build businesses worth selling.
- [Why Recurring Revenue Won’t Fix Your Margins (But Will Double Your Multiple)](https://bennettfinancials.com/why-recurring-revenue-wont-fix-your-margins-but-will-double-your-multiple/): Recurring revenue for service businesses is worth far more at sale than it is in monthly cash flow. Two firms with the same earnings can sell for wildly different prices, and predictable contracted revenue is one of the reasons one of them gets the premium. But recurring revenue is only 10 of the 100 points buyers score — owner dependence is 25 — so converting to retainers before you fix who the business depends on barely moves the number. Bennett Financials runs this math through a score-to-multiple model built on 5,000 benchmarked companies. This is the order to fix it in, and what it's actually worth.
- [Why Your Plastic Surgery Staff Comp Looks Right But Your Profit Doesn’t](https://bennettfinancials.com/why-your-plastic-surgery-staff-comp-looks-right-but-your-profit-doesnt/): Most plastic surgery practices benchmark staff pay correctly and still bleed profit. The reason isn't the dollar amount — it's where each role's pay lands on your P&L. Delivery labor hiding in overhead, patient coordinators filed as admin instead of sales, and owner-surgeon comp dumped into one line all distort your real margins. Bennett Financials runs a 60-15-15 diagnostic that puts every comp dollar in the right bucket so you can see where profit actually leaks.
- [What a Fractional CFO Should Actually Deliver for $5K Per Month](https://bennettfinancials.com/what-a-fractional-cfo-should-actually-deliver-for-5k-per-month/): A fractional CFO at $5,000 per month should deliver three things: a margin diagnostic that tells you exactly where profit is leaking, a tax strategy that returns more than the fee, and an enterprise value report that shows what your business is worth and the gap to a premium sale. Most don't. Most send you a controller's monthly report dressed up as strategy. Bennett Financials runs a 60-15-15 diagnostic on every client so the $5K is measured against margin points recovered and multiple expansion earned — not hours logged. This is how to tell the difference before you sign.
- [Agency Pricing Anchors: How to Set Your Floor and Ceiling Rates](https://bennettfinancials.com/agency-pricing-anchors-how-to-set-your-floor-and-ceiling-rates/): Your agency pricing floor is the price that clears 60% gross margin — not your cost plus a markup. Your ceiling is set by your close rate, not a psychology trick. Most agencies build the floor from cost and the ceiling from a competitor's number, and that's why revenue climbs while profit stalls. Bennett Financials anchors both numbers to the 60-15-15 framework so you can see exactly where your rates leak margin — and how far you can actually push them.
- [When Healthcare Practices Should Hire a Fractional CFO](https://bennettfinancials.com/when-healthcare-practices-should-hire-a-fractional-cfo/): Your practice should hire a fractional CFO when revenue is climbing but profit isn't following — usually somewhere between $1M and $20M, when the gap between what you bill and what you keep stops making sense. That's the trigger. Not a revenue number. Not "we feel disorganized." The gap.
- [Why Your Property Management Company Isn’t Profitable (And Where the Margin Actually Leaks)](https://bennettfinancials.com/why-your-property-management-company-isnt-profitable-and-where-the-margin-actually-leaks/): Most property management companies run a 6–11% net margin when 30% operating margin is achievable on the same doors. The problem usually isn't cash flow timing or a soft market — it's a cost structure nobody has diagnosed in the right order. The 60-15-15 standard (60% gross margin, 15% sales and marketing, 15% general and admin) shows you exactly where the money leaks. This article walks the diagnosis: pricing first, delivery labor second, overhead last.
- [Plastic Surgery Patient LTV: How to Actually Calculate It](https://bennettfinancials.com/plastic-surgery-patient-ltv-how-to-actually-calculate-it/): Plastic surgery patient LTV is the profit a patient generates across their entire relationship with your practice — not the revenue. Most calculators stop at revenue, which is why the number they hand you is useless for running the business. The number that matters is profit-based LTV measured against what you spend to acquire a patient (LTV:CAC). The same retention that lifts that number is also what doubles your practice's sale multiple. Here's how to calculate it correctly.
- [60/15/15 vs Profit First: An Honest CFO Comparison for Service Founders](https://bennettfinancials.com/60-15-15-vs-profit-first-an-honest-cfo-comparison-for-service-founders/): Profit First is a cash management system. 60/15/15 is an operating model. They solve different problems at different revenue stages. For service founders under $1M, Profit First builds the discipline most operators lack. Past $1M, the math stops working — allocation percentages can't fix underpriced revenue or labor inefficiency. Here's the honest comparison, when each one wins, and why the diagnostic order matters more than the account structure.
- [When to Start Exit Planning: 3 Numerical Triggers Hiding in Your P&L](https://bennettfinancials.com/when-to-start-exit-planning-3-numerical-triggers-hiding-in-your-pl/): Article Summary
- [The 3:1 LTV:CAC Rule Is Wrong for Service Businesses. Here’s the Real Floor.](https://bennettfinancials.com/the-31-ltvcac-rule-is-wrong-for-service-businesses-heres-the-real-floor/): The 3:1 LTV:CAC benchmark cited everywhere comes from SaaS — recurring revenue, 80% gross margins, expansion revenue. Service businesses run on 60% margins, no expansion, and lumpy contracts. That changes the math. The real floor for service businesses is 4:1 LTV:CAC paired with CAC payback under 6 months. Bennett Financials uses both as the second gate of the 60-15-15 diagnostic. Here's why, and what 4:1 actually looks like at $3M, $5M, and $10M.
- [Your Recruitment Tech Stack Isn’t G&A. That’s Why the Database ROI Math Is Broken.](https://bennettfinancials.com/your-recruitment-tech-stack-isnt-ga-thats-why-the-database-roi-math-is-broken/): Article Summary
- [Cash Flow vs Profit: Why Working Capital Is the Real Problem](https://bennettfinancials.com/cash-flow-vs-profit-why-working-capital-is-the-real-problem/): Article summary: Most "cash flow vs profit" advice tells you to invoice faster. That fixes a symptom, not the cause. The real problem is working capital — the cash your business needs locked up in operations between when you spend money and when clients pay. Low gross margin amplifies the gap. Bennett Financials runs a 60-15-15 diagnostic that traces cash crunches back to the structural cause: pricing, labor efficiency, and capital design. Here's the math.
- [Quarterly Fractional CFO Performance Review: The 8-Question Owner Scorecard](https://bennettfinancials.com/quarterly-cfo-performance-review/): Most owners review their fractional CFO on the wrong things — meeting cadence, dashboard polish, books closed on time. Those are controller deliverables. A real quarterly fractional CFO performance review measures whether the engagement moved four numbers: gross margin, S&M efficiency, owner comp classification, and enterprise value multiple. This is the 8-question scorecard, the pass/fail bar per question, and what to do if your current CFO fails it.
- [How Plastic Surgery Practices Should Structure Owner Distributions (Most Get the Order Wrong)](https://bennettfinancials.com/plastic-surgery-owner-distributions/): Most plastic surgery practices structure owner distributions in the wrong order. They start with the salary-to-distribution split, optimize for payroll tax savings, and ignore the P&L underneath. That's how a practice ends up with a 75% gross margin on paper, a $200K "reasonable salary" that no IRS auditor will accept, and an enterprise value multiple two turns lower than it should be. This is the structure I use with plastic surgery practice owners doing $1M–$20M: classify owner comp by time, set salary against the SalaryDr median ($750K in 2026), then take distributions on what's left. Bennett Financials is a fractional CFO and tax planning firm that helps service business founders diagnose growth bottlenecks, fix margins, and build businesses worth selling — and for plastic surgery practices specifically, the distribution structure is downstream of all three.
- [The 60-15-15 Rule for MSPs and IT Services: How It Actually Applies](https://bennettfinancials.com/60-15-15-msp/): Most MSPs run 8% EBITDA. Best-in-class hit 20%+. The gap isn't pricing alone — it's an operating model. 60-15-15 means 60% gross margin, 15% sales and marketing, 15% general and administrative — landing at 30% operating margin. Bennett Financials runs this diagnostic on every IT services client in sequence: COGS first, S&M second, G&A third. Never reordered. Here's what each one looks like inside an MSP P&L, and why the order matters more than the targets.
- [The Service Business Pricing Increase Playbook: When and How to Raise Prices](https://bennettfinancials.com/service-business-pricing-increase/): Article summary: Most service businesses don't have a pricing problem — they have a close rate problem. If more than half of your prospects say yes, you're underpriced. The 60-15-15 framework treats pricing as the fastest gross margin lever in any service business — typically 8 to 15 points in 6 months. This playbook covers when to raise prices (the close rate diagnostic), how much (the bands), and the 6-month rollout sequence that holds the line when revenue dips in month 2.
- [Plastic Surgery Profit Margin Benchmarks 2026: The 60-15-15 Standard](https://bennettfinancials.com/plastic-surgery-profit-margin-benchmarks-2026-the-60-15-15-standard/): Cosmetic plastic surgery practices brag about 70%+ gross margins. Most still net 12–18% operating margin once you classify costs honestly. The gap between those two numbers is where the practice leaks money — and where the 60-15-15 diagnostic finds it. The 2026 target for a healthy plastic surgery practice is a 30% operating margin, built from a 60% gross margin, 15% sales and marketing, and 15% general and administrative spend. Below 20%, you're working harder every year to stay in the same place. This is the math, the diagnostic sequence, and the multiple gap on sale.
- [The Service Business Health Score: 7 Questions Every Owner Should Answer](https://bennettfinancials.com/service-business-health-score/): Article summary
- [5 Tax Strategies CPAs Miss for Service Business Owners](https://bennettfinancials.com/tax-strategies-cpas-miss/): Most CPAs file your return. They don't build a tax strategy. That gap costs service business owners between $50,000 and $300,000 a year in taxes they didn't have to pay. The five tax strategies CPAs miss most often — entity structure, reasonable salary, accountable plans, timing, and multi-year coordination — aren't loopholes. They're standard moves that require a different business model than most accounting firms run. Bennett Financials is a fractional CFO and tax planning firm that helps service business founders doing $1M–$20M diagnose growth bottlenecks, fix margins, and build businesses worth selling. This is the diagnostic order I run on every new client.
- [Fractional CFO for $5M to $10M Service Businesses: What You Should Pay (and Why $7K Beats $4K)](https://bennettfinancials.com/cfo-investment-5m-10m/): Article Summary
- [Fractional CFO for $1M to $3M Business: What It Costs and What It Fixes](https://bennettfinancials.com/cfo-investment-1m-3m/): Article Summary
- [What Are the Risks of Hiring a Fractional CFO?](https://bennettfinancials.com/what-are-the-risks-of-hiring-a-fractional-cfo/): The real risk of hiring a fractional CFO isn't cost or communication — it's hiring a reporter instead of a diagnostician. A reporter tracks your numbers in a beautiful dashboard. A diagnostician tells you exactly which lever to pull and when. This article breaks down the 6 risks of hiring a fractional CFO that actually matter for service business founders doing $1M–$20M, plus a 4-question test you can run on any candidate's discovery call. Bennett Financials is the firm behind the framework.
- [7 Financial Ratios That Tell You If Your Service Business Is Healthy (And the Order to Read Them In)](https://bennettfinancials.com/7-financial-ratios-that-tell-you-if-your-service-business-is-healthy-and-the-order-to-read-them-in/): Most financial ratio guides hand you 19 metrics with no order. For a service business doing $1M–$20M, you need 7 ratios — gross margin, labor efficiency, S&M as a percentage of revenue, LTV:CAC, CAC payback, current ratio, and debt service coverage — read in a specific diagnostic sequence. Margin first. Leverage last. This post gives you the targets, what each broken number actually means, and the order to fix them in.
- [How to Build a Simple Profitability Dashboard for Your Service Business (8 KPIs That Actually Diagnose)](https://bennettfinancials.com/how-to-build-a-simple-profitability-dashboard-for-your-service-business-8-kpis-that-actually-diagnose/): Most service business profitability dashboards are vanity reports — revenue, headcount, client count, total profit. None of those numbers tell you what's broken. The 8 KPIs that actually diagnose a service business sit on three layers: COGS (gross margin, labor efficiency, close rate), S&M (LTV:CAC, CAC payback), and G&A (G&A %, non-revenue headcount), with operating margin as the north star. Read them in order. Act on the first one that's red.
- [Leading vs Lagging Indicators: Why You’re Measuring the Wrong Things](https://bennettfinancials.com/leading-vs-lagging-indicators-why-youre-measuring-the-wrong-things/): Most $1M–$20M service business founders track revenue, net profit, and headcount — and every one of those is a lagging indicator. By the time those numbers move, the decisions that drove them are 60-90 days old. The four leading indicators that actually predict service business profit are gross margin, labor efficiency ratio, close rate, and LTV:CAC. Each one maps to a specific point in the 60-15-15 diagnostic. Track these, and you stop running your business in the rearview mirror.
- [Operational Efficiency in Service Business: Why Wasted Time Is Killing Your Margins](https://bennettfinancials.com/operational-efficiency-in-service-business/): Article Summary
- [How to Calculate Profitability (The Formula, the Benchmark, and What to Do When Your Number Is Bad)](https://bennettfinancials.com/how-to-calculate-profitability-the-formula-the-benchmark-and-what-to-do-when-your-number-is-bad/): Article Summary
- [The 5 KPIs Every Service Business Owner Must Track (And Most Ignore)](https://bennettfinancials.com/the-5-kpis-every-service-business-owner-must-track-and-most-ignore/): Most service business owners track revenue and maybe net profit. That's not enough — and it's the reason so many founders watch their revenue climb while their cash stays flat. The five KPIs that actually diagnose what's wrong in a service business are: gross margin, labor efficiency ratio, close rate, LTV:CAC, and G&A as a percentage of revenue. Each one maps to a specific breakdown point in the 60-15-15 framework. This post gives you the benchmarks, the formulas, and what to do when you're outside the target range.
- [Gross Margin for Service Businesses: What’s Healthy, What’s Not, and How to Fix It](https://bennettfinancials.com/gross-margin-for-service-businesses-whats-healthy-whats-not-and-how-to-fix-it/): Gross margin for a service business measures what's left after paying for the people and tools that deliver your work — before sales, admin, or owner pay. The target is 60%. If you're below that, scaling will make you busier, not wealthier. This post shows you how to calculate your gross margin, what's healthy at your revenue level, why most service businesses are below 60%, and the exact diagnostic sequence to close the gap.
- [Why Your Service Business Feels Busy But Isn’t Profitable](https://bennettfinancials.com/why-your-service-business-feels-busy-but-isnt-profitable/): Article Summary
- [The Service Business Profitability Framework: The Numbers That Actually Move the Needle](https://bennettfinancials.com/the-service-business-profitability-framework-the-numbers-that-actually-move-the-needle/): Most service business founders think they have a profitability problem. They actually have a diagnostic problem. They're staring at net margin — a number that tells you what already happened — instead of the three upstream numbers that tell you why it happened and exactly where the money went.
- [How to Grow a Service Business: The Financial Diagnostic Most Founders Skip](https://bennettfinancials.com/how-to-grow-a-service-business-the-financial-diagnostic-most-founders-skip/): Most service business founders come to me with the same problem: revenue is up, but profit isn't following. They want to know how to grow a service business. What they actually need is a diagnosis.
- [Why Is My Revenue Growing But Profit Shrinking?](https://bennettfinancials.com/why-is-my-revenue-growing-but-profit-shrinking/): Revenue growth with shrinking profit is one of the most common — and most misdiagnosed — problems in service businesses. The culprit is almost always inside your P&L in one of three places: your cost of delivery, your sales and marketing spend, or your overhead. This article walks through the exact diagnostic sequence Bennett Financials uses on every client engagement to find where margin is dying — and what it takes to fix it.
- [How to Set Profit Targets That Drive Scalable Growth for Service Businesses](https://bennettfinancials.com/how-to-set-profit-targets-that-drive-scalable-growth-for-service-businesses/): Service business founders scaling from $1M to $20M in revenue need profit targets that translate directly into operational decisions, not abstract financial goals that sit in a spreadsheet.
- [Markup vs Margin: The Service Business Owner’s Guide to Profitable Pricing](https://bennettfinancials.com/markup-vs-margin-the-service-business-owners-guide-to-profitable-pricing/): Direct answer: To achieve the 60% gross profit margin that service businesses need for scalable growth, you must apply approximately 150% markup to your direct costs. A 50% markup—which many owners mistakenly think is “healthy”—yields only 33% margin after the math is done.
- [How to Improve Profit Margins: A Service Business Owner’s Guide to Higher Profitability](https://bennettfinancials.com/how-to-improve-profit-margins-a-service-business-owners-guide-to-higher-profitability/): The direct answer: Improve profit margins by optimizing your cost structure to hit 60% gross profit margin, limiting sales & marketing spend to 15% of revenue, and keeping G&A spend at 15% or below. This 60-15-15 framework serves as your diagnostic baseline for financial health and scaling readiness.

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## Press
- [Can Everyday Americans Use the Same Tax Loopholes as Trump?](https://bennettfinancials.com/press/can-everyday-americans-use-the-same-tax-loopholes-as-trump/)
- [Small-Business Owners: 7 Tax Tricks To Maximize Your Refund](https://bennettfinancials.com/press/small-business-owners-7-tax-tricks-to-maximize-your-refund/)
- [6 Things the 1% Are Doing With Their Roth Accounts (And Why You Should Pay Attention)](https://bennettfinancials.com/press/6-things-the-1-are-doing-with-their-roth-accounts-and-why-you-should-pay-attention-4/)
- [How to Take Money Out of Your Business Tax-Free](https://bennettfinancials.com/press/how-to-take-money-out-of-your-business-tax-free/)
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- [I Want to Give $65k to My Daughter and Her Husband. Will We Have to Pay Taxes?](https://bennettfinancials.com/press/i-want-to-give-65k-to-my-daughter-and-her-husband-will-we-have-to-pay-taxes-2/)
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