Keep More of What
You Make with
The Big Split Method.
Tired of Teaching Clients How
to Manage Their Finances?
Learn how to:
Improve your cash flow
Grow your savings
Pay off debt
Reduce taxes
Build emergency funds
Organize business and personal accounts.
I Help Owners Improve Their Business & Personal Finances Quickly
If They’re Profitable on Paper But Struggling in Real Life…
Cash is tight, taxes feel unpredictable, and records are a mess — I can help.
As a business owner, I struggled until I created The Bg Split Method — a system that makes money feel simple and manageable. Now I help colleagues create their financial transformation.
Are You Making More Than $120k But Not Achieving Your Financial Goals?
You’re Not Alone…
Approximately 70% of small business owners and 48% of non business owners making over $100k struggle with financial challenges or live paycheck to paycheck.
You Want Financial Freedom, Financial Stability and Simplicity.
This Isn’t Tax Prep — It’s Financial Literacy + Profitable Habits
But right now? It feels out of reach.
I GET IT. I’VE BEEN THERE.
At 38, the money was pouring in and I assumed my financial problems would disappear but... my spending was out of control, my debt ($25k) was growing rapidly, I was two years behind on taxes and my savings/investment accounts were empty.
Now, I’m in the best financial position of my life and I help people like you achieve the same transformation. How?
Organized Accounts, Improved Spending, Clear Cash Flow
Through The Big Split Boot Camp I help business owners ($90k-$2mil) build a new financial foundation from the ground up.
The result: your clients feel more relaxed and engaged with their finances, your team spends less time chasing details and you can focus on winning tax strategies.
The Big Split
is a financial system that improves cash flow and compliance, reduces administrative burden and empowers your clients to take ownership of their financial health. It reduces the “behind-the-scenes chaos” that forces you (and your team) to repeatedly explain, redirect, and troubleshoot.
Step 1: Organization and Clarity
Clients learn how to separate, simplify, and organize business + personal finances — so information is accurate, easy to find, and built for compliance.
Step 2: Improved Management and Cash Flow
Clients learn how to track income/expenses with simple accountability, stabilize irregular income, and make their cash plan realistic (not reactive). Because they finally have a method they can repeat, avoidance and fear fade.
Step 3: Improved Financial Literacy and Confidence
Clients learn the “why” behind financial decisions in plain language — they build better habits and become more proactive with taxes and planning over time. This increases fiscal independence and decreases over-reliance on you.
I teach The Big Split Method in one-on-one sessions and private workshops. Designed for quick implementation and long-term consistency. Learn more about The Big Split Here →
You Want Financial Freedom, Financial Stability and Simplicity.
How This Helps You As A Tax Professional…
But right now? It feels out of reach.
I GET IT. I’VE BEEN THERE.
At 38, the money was pouring in and I assumed my financial problems would disappear but... my spending was out of control, my debt ($25k) was growing rapidly, I was two years behind on taxes and my savings/investment accounts were empty.
Now, I’m in the best financial position of my life and I help people like you achieve the same transformation. How?
When clients have a simple system they actually follow:
Your team spends less time untangling paperwork and explanations
Clients show up more prepared for tax work and compliance steps
You get to focus on what you do best (compliance, strategy, planning)
I’m a quiet, extra resource you can feel good recommending.
“Lucas is the Marie Kondo of business and personal finances”
— Erica... Client, Small Business Owner
FAQs
Is This Tax Preparation?
No. This is financial literacy, organization, management, and repeatable habits that make tax compliance smoother—and help clients make better tax decisions.
Which clients are a good fit?
Small business owners with an established income ($90K-$2Mil) who are profitable but lack savings, investments, have poor cash flow, debt and/or struggle with records organization and staying consistent.
What do you need from me?
Nothing complicated. I meet your client where they are and help them build a simple financial system with repeatable routines—so your compliance work feels easier and more predictable.