|someone who knows the industry
does a wicked job and maximizing tax credits/incentives/strategies for my business.

It all starts with the information you provide to your CPA. I have yet to find one that knows our industry at all, let alone well. However, a good CPA just looks at the numbers and can help you make decisions on strategies to reduces taxes.

It all starts with your business model and bookkeeping. We have used multiple sources to get our books and business models fine tuned. The CEDIA annual surveys are a great place to start. We adjust our books to be similar the product categories and overhead accounts on their survey. This allows us to compare our numbers to similar companies.

Bedrock Learning has some great books and training for optimizing your financials and profits. You need to know your business and the industry better than your CPA.

Feel free to reach out to me for a conversation. Way too much to type....