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/

#CaddoConvos #SmallBusinessSupport #BusinessServices #TexasBusiness #NorthTexas #CustomerFirst #SmartMoves #RelocationTips

Moving soon or unsure if you're overpaying on utilities?
Janice Greenley of Set2Go Services takes the stress out of comparing and setting up electricity, internet, and phone service—so you get the right setup at the right price, without waiting on hold or guessing what's in fine print.

Whether you're in a rush or planning ahead, Janice brings clarity, options, and real savings to homeowners and small businesses across Texas and beyond.

Contact: greenley@newpower.biz

5 Key Takeaways

• Utility concierge for everyday life: Janice helps homeowners and small businesses compare, select, and set up essential utilities—electricity, internet, phone services—without the headache of dealing with multiple providers or confusing bills.

• Timing matters: The ideal time to call Set2Go is 1–2 weeks before moving, giving space to assess needs and lock in options—but Janice can still pull off same-day turn-ons when it's crunch time.

• Guidance beyond sales: Whether she can switch your service or not, Janice reviews your usage and rates to confirm if you're getting a competitive deal—the goal is honest direction, not just enrollment.

• Savings happen—even if not guaranteed: One client saved 50% on their electricity bill after Janice shopped options. While not typical, it shows what's possible when someone who understands billing structures works for you.

• Texas roots, nationwide reach: Based in Allen, TX, Janice serves customers primarily in deregulated markets—especially Texas—but can assist in multiple states including Ohio, Illinois, and Pennsylvania.

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 Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

#Set2GoServices #CaddoConvos #ElectricitySavings #UtilityConcierge #MoveSmart #SmallBusinessSupport #HomeownerTips #DeregulatedMarkets #SaveOnUtilities #BusinessServices #TexasBusiness #NorthTexas #AllenTexas #CustomerFirst #SmartMoves #RelocationTips

From Army service to corporate leadership to entrepreneurship, Dale Clark's journey is rooted in solving problems and helping people. As owner of ProLift Garage Doors West Plano, Dale emphasizes education, proactive maintenance, and trust—because your garage door isn't just convenience, it's security, curb appeal, and peace of mind. This episode is a must-listen for homeowners, business owners, and entrepreneurs alike.

Contact:

dclark@proliftdoors.com

Top Takeaways:

Veteran-Owned & Customer-First: Dale Clark brings military discipline and 24 years of corporate leadership (Cisco Systems) into a service business built on trust, education, and professionalism.

Education Over Upselling: ProLift's approach starts with a complimentary inspection and customer education—helping homeowners understand the root cause of garage door issues before choosing a solution.

Proactive Maintenance Matters: Most garage door failures are preventable. Regular lubrication, balance checks, and seasonal servicing can extend the life of both the door and the opener.

Emergency to Long-Term Solutions: From urgent "car trapped in the garage" calls to full custom door upgrades, Dale's team delivers fast response and long-term value.

Community-Driven Entrepreneurship: Dale chose Caddo Office Reimagined for its flexibility, collaboration, and entrepreneurial energy—fueling both business growth and community involvement across Collin County.

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 Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

On this episode of Caddo Convos, Gabriella Grant shares how she helps U.S. buyers discover the power of investing in Mexico—whether for retirement, passive income, vacation living, or reconnecting with their roots.

Her company, Vive in Mexico / Invest in Mexico, guides investors step-by-step, offering access to trusted developers, flexible financing options, and properties across Riviera Maya, Mérida, Puebla, Monterrey, and more.

Gabriella's passion is clear: she believes every U.S. household should have the opportunity to own a home in Mexico—and she's building generational impact one investor at a time.

Contact:

viveinmexico@gmail.com

https://www.instagram.com/viveinmex/

1 (214) 856-2483

• Your personal connector to Mexico's best investment opportunities: Gabriella helps U.S. investors discover real estate and land options across Mexico—connecting them directly with trusted developers for a smooth, transparent buying process.

• Inspired by her own journey: After falling in love with Mexico's culture, beauty, and freedom, Gabriella invested herself—and realized how easy and life-changing it could be for others.

• Flexible opportunities for every kind of investor: From turnkey condos near the beach to fully urbanized land with generous developer financing (including 36–60 months interest-free and up to 20-year terms).

• Three ideal investors: Experienced investors seeking passive income, Mexican nationals living in the U.S. wanting to reconnect with their roots, and individuals with savings or cash looking for stronger returns (5–10% annually).

• A mission-driven concierge service: Her 360° support connects clients with lawyers, developers, tax experts, and local professionals—making cross-border investing simple, safe, and life-enhancing.

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 Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

On this episode of Caddo Convos, Dr. Juli Wilhite of 180 Christian Counseling and Training shares how she transforms families, marriages, and teams through empathy-based communication. With nearly two decades of experience, a groundbreaking temperament assessment approach, and a 95% success rate in high-conflict mediation cases, Dr. Juli brings clarity and hope to the people who need it most. She's also training the next generation of counselors and launching innovative in-home treatment solutions for adolescents.

This conversation shines a light on what happens when communication meets compassion—and why empathy might just be "a little bit of magic."

Contact:

https://180cct.com/

180cct@gmail.com

thedrjuli.com

Five Key Takeaways

Communication as a Superpower: Dr. Juli specializes in Nonviolent Communication—a needs- and empathy-based model used by major companies like Microsoft—to transform how families and organizations relate.

A Unique Whole-Family Approach: She has worked with entire extended families (up to 27 members!), using temperament assessments to uncover how people think, decide, and love.

Remarkable Results: Dr. Juli achieved a 95% success rate with "failed mediation" referrals from Dallas County—saving marriages by fixing communication first.

Training the Next Generation: As a professor and counseling-school director, she equips future counselors with consistent, research-driven tools for real-world change.

Leading Innovative New Care Models: She is pioneering in-home adolescent treatment, providing safer, more personalized alternatives to traditional facilities.

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 Plano at the Mapleshade Location of Caddo Offices Reimagined.

https://caddooffices.com/

On this episode of Caddo Convos, Sophie Nguyen shares how Paramount Tax & Accounting goes far beyond simple tax prep. By combining high-level strategy, CFO advisory, and hands-on cleanup work, Sophie and co-owner Tiffany Thien help business owners — especially medical practices — actually keep more of what they earn. From fixing broken books to advanced tax planning for seven-figure earners, their mission is simple: make your business profitable on paper and in real life.

Contact:

https://paramount.tax/richardson

Top 5 Highlights — Sophie Nguyen | Paramount Tax & Accounting

More than Tax Prep — Strategic Advisory
Sophie and Tiffany co-own a Paramount Tax franchise focused not just on filing, but proactive strategy for founders and high-income entrepreneurs to lower tax bills legally and intentionally.

Dual Strength Partnership
Sophie leads growth, sales and client relationships while Tiffany Thien — an ex-Big Four credentialed CPA with 20+ years experience — leads compliance, operations, and advanced technical work.

Deep Specialty in Medical & Dental Practices
They serve a wide range of businesses but especially attract dentists, therapists, and medical practice owners who "make money but don't keep money," fixing profit leaks, budgeting, and CFO-level projections.

Cleanup & Catch-Up Experts
They frequently take on messy books, go back one to three years for cleanup, and create clarity so clients can file accurately and make financial decisions with confidence.

High-Trust, Relationship-Based Tax Partner
Sophie emphasizes accessibility, education, and warranty-style advisory: if a tax strategy doesn't deliver value, they don't charge for it — making advisory a safe and high-ROI conversation.

Recorded at the Blue Mic Studios podcast production company:

https://www.bluemicstudios.com/