On this episode of Caddo Convos hosted by Buddy Broyles of Blue Mic Studios, we sit down with Randy Moser of Moser Tax & Planning, a CPA who helps individuals and business owners find clarity in some of the most stressful financial situations.

From uncovering overlooked deductions to resolving IRS issues and guiding clients through major life transitions, Randy's approach is simple: ask questions, dig deep, and create peace of mind. If taxes have been weighing on you, this conversation is a reminder that it's never too late to take control—and the best time to start is now.

Contact:

randy@mosertax.com

https://www.mosertax.com/

• Peace of mind is the product. Randy goes beyond tax prep to help clients reduce anxiety by uncovering missed deductions, fixing issues, and planning ahead.

• Tax resolution is a major focus. From multiple unfiled returns to IRS notices, Randy helps clients navigate payment plans, offers in compromise, and complex situations.

• Life events change your tax picture. Divorce, selling a home, forgiven debt, or starting a business all carry hidden tax consequences—and opportunities.

• Financial planning meets real life. Randy blends tax strategy with practical retirement and cash-flow planning to help clients see where they're headed.

• Knowledge beats fear. Asking questions early can save money, stress, and even lost refunds—waiting too long can cost you.

Podcast Sponsors:

Podcast Production provided by Blue Mic Studios, the podcast production arm of Visual Learning Solutions, LLC

Recorded at the Blue Mic Studios:

https://www.bluemicstudios.com/

https://caddooffices.com/

Alex Roe, founder of Dedicated Books, pulls back the curtain on why most growing businesses don't really understand their financials — even when they think they do. Drawing on his background in investment banking and private equity, Alex explains how messy bookkeeping leads to bad decisions, missed growth opportunities, and failed investor conversations. His firm helps business owners transform raw financial data into clear, strategic insights so they can hire smarter, grow faster, and actually keep more of what they earn.

Contact: alex@dedicatedbooks.com

https://www.linkedin.com/in/alex-roe-cfa/

Five Key Takeaways

Most businesses don't have a numbers problem — they have a data trust problem. Bad inputs and messy bookkeeping lead to bad decisions.

Bookkeeping should be strategic, not just administrative. Strong financials unlock smarter hiring, investing, and growth choices.

Your chart of accounts should speak the language of investors and lenders, not just bookkeepers.

80–90% of growing businesses operate with outdated, patched-together financial systems.

Not all revenue is good revenue. Some clients look profitable but actually lose money once you track margins correctly.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Frisco at the Westridge location of Caddo Offices Reimagined.

https://caddooffices.com/

Jake Thompson's journey—from selling t-shirts out of his trunk to coaching high-growth organizations nationwide—is rooted in one simple idea: stop competing with others and start competing with yourself. In this episode of Caddo Convos hosted by Buddy Broyles, Jake shares how mindset, consistency, and leadership development fuel cultures that scale without losing their soul.

Contact: https://www.jakeathompson.com/

https://www.competeeveryday.com/

https://www.linkedin.com/in/jakethompsonspeaks/

Five Key Takeaways from the Episode:

Competing with yourself beats comparison every time. Jake Thompson emphasizes that sustainable success comes from focusing on personal growth—not measuring yourself against others.

Leadership is learned, not inherited. While everyone has natural strengths, Jake breaks down how leadership skills can be intentionally developed and scaled across teams.

High-performance culture starts with mindset. Through his work at Compete Every Day, Jake helps organizations—from the Dallas Cowboys to small businesses—build intrinsic motivation that lasts.

Consistency compounds results. Even on the hard, unmotivated days, showing up and doing the work is what separates thriving businesses from stalled ones.

Keynotes should spark real behavior change. Jake is clear: if there's no follow-through, it's just an expensive pep rally. His focus is equipping leaders to reinforce habits long after the talk ends.

Podcast services provided by Blue Mic Studios, the podcast production division of Visual Learning Solutions, LLC.

https://www.bluemicstudios.com/

Blue Mic Studios is located in Caddo Offices Reimagined.

https://caddooffices.com/

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