Entrepreneurial Blueprint: Small Business Tax and CFO Talk

Dr. Jake Latimer | Blueprint Advisors
  • 0.0 (0)
  • Entrepreneurship
  • Updated Weekly

Small business tax strategy, fractional CFO insight and real entrepreneur stories for business owners in Houston, The Woodlands and beyond. Dr. Jake Latimer of Blueprint Advisors (Doctorate in Business-Finance, MS in Taxation) talks with founders, physicians, investors and creators about cutting taxes legally, improving cash flow and margins, faith-driven leadership and building a business you can sell or pass on. Let's Build your Blueprint Together... https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909

  1. Feb 23

    Episode 27 | Dr. Charlie & Dr. Paige Ward

    Two chiropractors, one practice, and a faith-first way of running it. Dr. Charlie Ward and Dr. Paige Ward of Champion Forest Chiropractic in Houston share how they went from practitioners to business owners, why hiring a business coach paid off, and how they approach S corp elections and quarterly taxes. In this episode: Going from practitioners to business ownersWhy a business coach paid offLLC vs. S corp election basicsPlanning quarterly taxes instead of dreading themFaith-led leadership in healthcareConnect with our guest:Champion Forest Chiropractic: https://championforestchiro.com/Instagram: @ppfc_championforest | @paigeward09Houston Hustle Podcast: https://www.youtube.com/@houstonhustlepodcast Let's Build your Blueprint Together...Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax, legal or medical advice for your situation.

  2. 10/31/2025

    Episode 26 | Janet Newberry & John 15 Academy

    What if growth in business and in life comes from connecting deeper, not demanding more? Janet Newberry, founder of John 15 Academy, joins Dr. Jake Latimer to talk about leadership built on trust, humility and love, and how those principles can reshape your company's culture. In this episode: Why connection, not pressure, drives growthLeading with trust, humility and loveReshaping the culture and direction of your organizationConnect with our guest:John 15 Academy: https://www.john15academy.com/Instagram: @john15academy Let's Build your Blueprint Together...Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax, legal or medical advice for your situation.

  3. 10/10/2025

    Episode 25 | GLP-1s & Lasting Change: The Real Health Impact with Jason Phelps

    GLP-1s are changing the conversation on weight loss and health, but what is really happening behind the hype? Dr. Jake Latimer and guest Jason Phelps talk through the real impact of GLP-1s on weight loss, habits and lifestyle change, including stories of people using treatment to build better habits and quit smoking. In this episode: What GLP-1s are doing beyond the hypeHow treatment can support better habitsReal stories of lifestyle changeWhy health is part of running a business wellConnect with our guest:Jason Phelps: (936) 333-2540 Let's Build your Blueprint Together...Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax, legal or medical advice for your situation.

  4. 10/09/2025

    Episode 24 | Get to Know Dr. Jake Latimer: The Vision, Drive & Mindset Behind Blueprint Advisors

    How did a tax and business advisory firm in The Woodlands become Blueprint Advisors? In this special Q&A, Allie, Blueprint Advisors' Marketing Manager, Entity Formation Manager and Client Onboarding Specialist, interviews host Dr. Jake Latimer about his entrepreneurial journey and the firm's wraparound approach to tax, accounting and CFO advisory. In this episode: How Jake got started in entrepreneurshipWhat a wraparound advisory firm looks likeWhat drives his leadership and keeps him motivatedLessons learned building the firmLet's Build your Blueprint Together...Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax, legal or medical advice for your situation.

  5. 09/18/2025

    Episode 23 | Building Authentic Connections in PR with Paige Donnell of Paige PR

    Is PR just a one-time news clip? Paige Donnell, founder and CEO of Paige PR, says no. She and Dr. Jake Latimer talk about authenticity, trust and faith in business, seasonality in B2B and oil-and-gas PR, hiring and mentorship, and why you should keep marketing when business is slow. In this episode: How authenticity builds trust in business and personal brandingLessons from building a PR firmWhy PR is not a one-off news clipWhy to market hardest when business is slowFinding competent mentorsConnect with our guest:Paige PR: https://paigepr.com/LinkedIn: https://www.linkedin.com/in/paigeprInstagram: @paigepr_ (https://www.instagram.com/paigepr_/) Let's Build your Blueprint Together...Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax, legal or medical advice for your situation.

  6. 09/04/2025

    Episode #22 | The One Percent Doctor: Adam Lamb on Health, Wealth & Elite Performance

    What does it take to perform in the top 1% in business and life? Adam Lamb, The One Percent Doctor, joins Dr. Jake Latimer to talk about health as the foundation of entrepreneurial success, the mindset shifts high performers make, and how small, consistent habits compound. In this episode: Why health is the foundation of entrepreneurial successThe mindset shifts needed to reach the top 1%How small, consistent habits drive outsized resultsLessons from working with leaders and entrepreneursConnect with our guest:Adam Lamb: https://go.onepercentdoctor.com Let's Build your Blueprint Together...Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax, legal or medical advice for your situation.

  7. 08/28/2025

    Ep. 21: One Big Beautiful Bill, Fact or Fake News?

    Fact or fake news? Dr. Jake Latimer and Rick Yancy, CPA, cut through the social media noise on the One Big Beautiful Bill and what it could mean for your wallet, your business and your tax planning. In this episode: Will Social Security now be tax-free?Has the SALT cap been lifted, and what changed with the estate exemption?How the overtime and tips deductions work, as discussedThe 90% gambling loss limitCorporate rates, Roth conversions, EV credits and IRS enforcement: what is real and what is fake newsRick Yancy, CPA, was a partner at the firm when this episode was recorded. Let's Build your Blueprint Together...Blueprint Advisors is a tax, accounting and CFO advisory firm in The Woodlands, TX, serving business owners across Houston and beyond. Advisory comes first: at least four planning calls a year, a custom blueprint for every client, audit protection on the returns we prepare through TaxProtectionPlus, and real CFO work led by Dr. Jake Latimer.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax or legal advice for your situation. Tax rules and figures are as discussed at the time of recording and may have changed since.

  8. 07/23/2025

    Ep. 20: Cowboy Jack on Creating Kids' Content and Family

    How does a side project become a brand? Dr. Jake Latimer talks with the creator behind Cowboy Jack about starting a children's show during the pandemic, the dark stretch after investing in it, balancing a national career with family, collaborations, platform algorithms and faith. In this episode: How a side project became a brandDealing with setbacks after investing in your ideaBalancing content, career and familyWhy to outsource what you are not good atConnect with our guest:Cowboy Jack: https://cowboyjackshow.comInstagram & TikTok: @cowboyjackshow Let's Build your Blueprint Together...Blueprint Advisors helps business owners in The Woodlands, Houston and beyond with year-round tax planning, tax preparation and fractional CFO advisory, with at least four planning calls a year and a custom blueprint for every client.Book a consultation: https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909Follow: Instagram @drjl_26 | X @JakeLatimer26 | YouTube & TikTok @blueprintadvisorstx Educational only, not tax, legal or medical advice for your situation.

See All (27)

About

Small business tax strategy, fractional CFO insight and real entrepreneur stories for business owners in Houston, The Woodlands and beyond. Dr. Jake Latimer of Blueprint Advisors (Doctorate in Business-Finance, MS in Taxation) talks with founders, physicians, investors and creators about cutting taxes legally, improving cash flow and margins, faith-driven leadership and building a business you can sell or pass on. Let's Build your Blueprint Together... https://www.blueprintadvisorstx.com/contact/ | (281) 288-0909

Information