Best Posts

If you are new here, start with these. I am Trevor McCandless, a CPA in San Juan, and these are the pieces I would hand someone first. They cover what I have learned about running a firm, building intentional relationships, and the work that matters most.

May 11, 2026

The Family Blueprint: How to Plan 20 Years Ahead Without Losing the Next 12 Months

Most financial plans I see are stacks of statements. Allocations, projections, beneficiary forms. They're useful documents, but they aren't a plan you…

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Mar 25, 2026

Why My Wife and I Hold a Quarterly Family Meeting

Between running a business, raising two kids, and navigating tax season, it's easy to feel like you're just putting out fires every…

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Jan 19, 2026

Building Your Financial Castle: A CPA's Guide to Protecting What You've Built

Here's the harsh reality: 65% of businesses fail within 12 months of a founder's death. If 85% of your net worth is…

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Aug 19, 2025

One of the Most Eye-Opening Moments in My Career

Early in my career, I witnessed something that forever shaped the way I view ownership, equity, and control. It happened to a…

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