THE CEO'S TABLE BY GULLA CPA

Your CPA files your taxes. Nobody is driving the financial strategy.

When nobody is translating your numbers, decisions get made on feel.

You have a bookkeeper. You have a CPA. The bookkeeper records what happened. The CPA files what’s due. But nobody is connecting those numbers to what you should do next.
That gap is not invisible. It shows up in the tax bill that arrives after the window to reduce it has already closed. It shows up in the cash flow squeeze that nobody flagged coming.
One real estate business owner came to us after his previous CPA had been handling his returns for years. In 4 weeks, we identified $679,000 in tax savings his CPA had never surfaced.
That is not a rare story.

Every Thursday, a CPA and a CFO sit down with business owners to work through decisions that actually matter.

01.

Why your numbers aren't translating into decisions

02.

What proactive tax planning actually looks like

03.

How a CFO thinks about your cash flow

What Business Owners Are Actually Dealing With

  • Why profit does not always mean cash in the bank
  • How business owners overpay in taxes without realizing it
  • Financial decisions made without proper modeling
  • When growth creates operational and tax complexity
  • How to structure your business for long-term scalability
  • Cash flow problems that limit expansion
  • Multi-state tax exposure as businesses grow
  • What CFO-level thinking looks like in real decisions

Meet Your Hosts

Guidance from professionals who work inside business decisions every day

This is not a typical CPA session.

We combine:

  • Tax Advisory
  • CFO insight
  • Business strategy

Because decisions should not be made in isolation. Tax impacts cash flow. Cash flow impacts growth. Growth impacts structure.

Waseem Gulla

Founder & CEO

the CPA at the Table

  • Tax strategy
  • Decision making
  • Growth

Nicole Nielsen

CFO

the CFO at the Table

  • Forecasting
  • Cash flow
  • Financial clarity
  • Scaling

Upcoming Sessions

Sessions are 60 minutes: 15-minute learning, 30 minutes Q&A, 15 minutes summary.

Why Profitable Businesses Still Feel Cash Tight

Thursday, Apr 9

1:00 PM EST​

60 min

Where Most Business Owners Overpay in Taxes

Thursday, Apr 16

1:00 PM EST​

60 min

How to Structure Your Business for Growth and Tax Efficiency

Thursday, Apr 23

1:00 PM EST​

60 min

Growth Without Financial Clarity

Thursday, Apr 30

1:00 PM EST​

60 min

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