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Dr. Jake Latimer

@doctorprofit.bsky.social
104 followers 2 following 1.6K posts
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Dr. Jake Latimer @doctorprofit.bsky.social · 23m
Treasury yields hit their highest since 2002 last week. But the interest is federal ordinary income: a 4.4% yield in the 32% bracket is about 3.0% after federal tax. Compare the after-tax number. blueprintadvisorstx.com
Text about yield and after-tax yield with Blueprint Business Advisors logo.
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Dr. Jake Latimer @doctorprofit.bsky.social · 1h
Durable businesses start with a blueprint. Design cash, tax, KPIs, people first. www.youtube.com/watch?v=1T3LZAV_720 #CFO #Houston
Man sitting on stairs with hand on chin in thought.
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Dr. Jake Latimer @doctorprofit.bsky.social · 1h
Decide the trigger before the number moves. For every KPI, write down what green, yellow and red mean and who acts when it turns yellow. www.blueprintadvisorstx.com/cfo-bus… #FractionalCFO #KPI #Dashboard #BusinessAdvisory
Quote: Decide the trigger before the number moves.
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Dr. Jake Latimer @doctorprofit.bsky.social · 2h
Before a sale, the spreadsheet tells a different story than the pitch deck. Clean books are less glamorous than growth — and worth more when a buyer shows up. 12–24 months out? What’s your first cleanup item? www.blueprintadvisorstx.com/contact #BusinessSale #CleanBooks
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Dr. Jake Latimer @doctorprofit.bsky.social · 3h
Inflation risk is increasingly a category-by-category budgeting problem, not a single percentage assumption. www.blueprintadvisorstx.com #Inflation #BusinessPlanning
Two people organizing documents and color samples on a desk.
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Dr. Jake Latimer @doctorprofit.bsky.social · 4h
True leadership is embracing the unknown. 🙌 Humility fuels growth and creates safe spaces for questions. #Leadership #Humility #GrowthMindset #BluePrintAdvisorsTX #PervasiveMarketing #Business #Taxes #Texas #Houston #Advisors blueprintadvisorstx.com
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Dr. Jake Latimer @doctorprofit.bsky.social · 5h
Dead assets create tax drag. Prune. Redeploy capital. www.youtube.com/watch?v=pNxTBmn88r4 #CFO #Houston
Two men seated at a table with microphones, discussing business with text overlay.
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Dr. Jake Latimer @doctorprofit.bsky.social · 5h
Return the call. Learn the receptionist's name. Pay your vendors on time. Own your mistakes before anyone finds them. Small habits. Long reputation. www.blueprintadvisorstx.com #Reputation #Integrity
blueprintadvisorstx.com
Return the call. Learn the receptionist's name. Pay your vendors on time. Own your mistakes before anyone finds them. Small habits. Long reputation. https://www.blueprintadvisorstx.com/ #Reputation #Integrity
Return the call. Learn the receptionist's name. Pay your vendors on time. Own your mistakes before anyone finds them. Small habits. Long reputation. https://www.blueprintadvisorstx.com/ #Reputation #Integrity
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Dr. Jake Latimer @doctorprofit.bsky.social · 16h
"Commit thy works unto the LORD, and thy thoughts shall be established." Proverbs 16:3 (KJV) Start the week by handing the plan over, then working it with diligence. Blessings to you and your team. www.blueprintadvisorstx.com/contact #FaithBasedBusiness #ChristianEntrepreneur #Leadership
Business card style image with text 'Commit thy works. Proverbs 16:3'.
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Dr. Jake Latimer @doctorprofit.bsky.social · 17h
A budget nobody opens until next January steers nothing. Do a 30-minute monthly review: variance, why, one action, one owner, updated forecast. blueprintadvisorstx.com #FractionalCFO #KPI
Blueprint Business Advisors logo with the text 'Thirty minutes. Every month. Budget versus actual'.
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Dr. Jake Latimer @doctorprofit.bsky.social · 17h
"Moreover it is required in stewards, that a man be found faithful." 1 Cor 4:2 KJV Tax planning as stewardship: know the rules, document, plan before year-end. blueprintadvisorstx.com #TaxStrategy #FaithBasedBusiness
Quote: Required in stewards: faithfulness. 1 Corinthians 4:2. Blueprint Business Advisors logo and Dr. Jake Latimer's contact info.
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Dr. Jake Latimer @doctorprofit.bsky.social · 18h
Clean books are a valuation asset. Buyers and lenders pay for earnings they can verify. Tidy financials today shorten diligence tomorrow. www.blueprintadvisorstx.com/cfo-bus… #FractionalCFO #Valuation #BusinessAdvisory #KPI
Text reads, 'Clean books are a valuation asset. Quality of earnings.'
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Dr. Jake Latimer @doctorprofit.bsky.social · 18h
Revenue up 10%, payroll up 15%? Track labor % of revenue, revenue per employee, utilization and overtime monthly. Watch the trend. blueprintadvisorstx.com #FractionalCFO #KPI
Text reads: 'Payroll is your biggest lever. Labor as a percent of revenue.'
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Dr. Jake Latimer @doctorprofit.bsky.social · 19h
Bring the bank a package, not a request: clean statements, interim and forecast, debt schedule, and how cash services the new loan. blueprintadvisorstx.com #FractionalCFO #BusinessFinancing
Blueprint Business Advisors logo and text 'Bring the bank a package, not a request.'
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Dr. Jake Latimer @doctorprofit.bsky.social · 20h
The 20% QBI deduction (Section 199A) is now permanent under the 2025 tax law. What you get still depends on entity, wages and income. Model it before year-end. blueprintadvisorstx.com #TaxStrategy
Text announcing permanent 20% QBI deduction from Blueprint Business Advisors.
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Dr. Jake Latimer @doctorprofit.bsky.social · 21h
"Without counsel purposes are disappointed: but in the multitude of counsellors they are established." Proverbs 15:22 (KJV) Build a small personal board: attorney, banker, CFO-level advisor, mentor. blueprintadvisorstx.com #FaithBasedBusiness
Quote: 'Plans fail without counsel. Proverbs 15:22' with Blueprint Business Advisors logo.
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Dr. Jake Latimer @doctorprofit.bsky.social · 21h
Success isn't one-size-fits-all. Build your vision, not someone else's. 💪✨ #GrowWithIntention #YourBlueprint #SuccessRedefined #BluePrintAdvisorsTX #PervasiveMarketing #Business #Taxes #Texas #Houston #Advisors blueprintadvisorstx.com
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Dr. Jake Latimer @doctorprofit.bsky.social · 22h
If you track only three numbers: cash runway, gross margin and the next 90 days of pipeline. Look every month. blueprintadvisorstx.com #FractionalCFO #KPI
Blueprint Business Advisors graphic with business metrics: cash runway, gross margin, and pipeline.
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Dr. Jake Latimer @doctorprofit.bsky.social · 22h
Revenue follows trust. Relationship capital compounds. www.youtube.com/watch?v=TKIniHbn6Ts #CFO #Houston
Person sitting and speaking in a podcast studio with a cityscape background.
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Dr. Jake Latimer @doctorprofit.bsky.social · 23h
Own commercial or investment real estate? Cost segregation can identify components that depreciate faster than the building. Plan first, then decide on a study. blueprintadvisorstx.com #TaxStrategy #CostSegregation
Blueprint Business Advisors graphic on cost segregation.
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Waiting season? "Ask, and it shall be given you; seek, and ye shall find; knock, and it shall be opened unto you." (Luke 11:9) Ask honestly. Seek wisely. Keep working while you wait. blueprintadvisorstx.com
Blueprint Business Advisors card showing text: 'Ask. Seek. Knock. Keep going. Luke 11:9' and Dr. Jake Latimer's contact details.
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
AI investment is moving from screens into power systems, construction sites, equipment orders, and regional infrastructure. www.blueprintadvisorstx.com #AIInfrastructure #CapitalInvestment
Construction site at sunset with cranes and workers.
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Busy calendar, full crew, unsure which jobs make money? Track revenue, direct cost and hours per job, then price and schedule accordingly. blueprintadvisorstx.com #FractionalCFO #KPI
Text on a dark blue background: 'Know what each job makes.'
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
"So teach us to number our days, that we may apply our hearts unto wisdom." Psalm 90:12 (KJV) A restful Sunday to every owner. blueprintadvisorstx.com #FaithBasedBusiness
Quote reading 'Teach us to number our days' from Psalm 90:12 with business contact details.
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Choose purpose over urgency. 📅 Make time for what truly matters! 🌟 #IntentionalLiving #Prioritize #BlueprintForSuccess #BluePrintAdvisorsTX #PervasiveMarketing #Business #Taxes #Texas #Houston #Advisors blueprintadvisorstx.com
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Powerful deductions hide in specialized industries. Document well. Never chase bad facts. www.youtube.com/watch?v=6C8YHxbAlH0 #CFO #Houston
Two men seated and speaking into microphones with a presentation in the background.
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Grateful today for: Clients who trust us with hard numbers. A team that shows up. A family that keeps me grounded. A God who is patient with me. Count yours. 🙏 www.blueprintadvisorstx.com #Gratitude #Faith
blueprintadvisorstx.com
Grateful today for: Clients who trust us with hard numbers. A team that shows up. A family that keeps me grounded. A God who is patient with me. Count yours. 🙏 https://www.blueprintadvisorstx.com/ #Gratitude #Faith
Grateful today for: Clients who trust us with hard numbers. A team that shows up. A family that keeps me grounded. A God who is patient with me. Count yours. 🙏 https://www.blueprintadvisorstx.com/ #Gratitude #Faith
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Busy weeks can still leave a tight cash position. Owners don’t need more hustle — they need one clear number that tells the truth. What’s the one KPI you’d put on a sticky note this week? www.blueprintadvisorstx.com/contact #FractionalCFO #KPIDashboard
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Before hiring a full-time CFO, ask what financial leadership the business needs this year. Size the role to the work. Many owners start fractional. blueprintadvisorstx.com #FractionalCFO
Blueprint Business Advisors ad with text about matching a CFO to your stage.
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Ray Larson & Marco Brito: "We're not light switches." Brands never clock out. (with @doctorprofit.bsky.social) Blueprint Advisors (formerly L&Y Tax Advisors) · The Woodlands, TX Let's Build your Blueprint Together... www.blueprintadvisorstx.com/contact (281) 288-0909 #BlueprintAdvisors
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
AI can take a lot of the junior work. It can't raise the next leader. Entry-level work is where people learn judgment. Let AI take the busywork, then give that time back to teaching the people coming up behind you. blueprintadvisorstx.com
Text reads: 'AI can do the junior work. It can't raise the next leader.'
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Dr. Jake Latimer @doctorprofit.bsky.social · 11/10/2026
Ray Larson on politely saying no to clients who waste your time. (with @doctorprofit.bsky.social) Blueprint Advisors (formerly L&Y Tax Advisors) · The Woodlands, TX Let's Build your Blueprint Together... www.blueprintadvisorstx.com/contact (281) 288-0909 #BlueprintAdvisors #Clients
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Finding peace amid the chaos is possible. 🙏 Trust in Him when life feels overwhelming. #ChoosePeace #BusinessLife #FaithOverFear #BluePrintAdvisorsTX #PervasiveMarketing #Business #Taxes #Texas #Houston #Advisors blueprintadvisorstx.com
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
A five-week close produces a history report. A ten-business-day close produces a management tool. Reliable and early beats perfect and late. blueprintadvisorstx.com #FractionalCFO #KPI
Timely numbers beat perfect numbers quote by Blueprint Business Advisors.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Is a 401(k) a scam? It's a tool. 2026 IRS limits: $24,500 deferral, $72,000 combined with employer contributions. Owners sit on both sides. Decide on purpose how much profit becomes future freedom. blueprintadvisorstx.com
Blueprint Business Advisors text: 'A 401(k) isn't a scam. It's a tool.' Contact and location details.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Why didn't anyone tell me? Timing. Five year-end tax windows Houston owners should know. medium.com/@jakemlatimer/year-end-t… blueprintadvisorstx.com #SmallBusiness
medium.com
Why didn't anyone tell me? Timing. Five year-end tax windows Houston owners should know. https://medium.com/@jakemlatimer/year-end-tax-planning-for-houston-business-owners-the-windows-that-close-on-december-31-c5eb5690ca2f blueprintadvisorstx.com #SmallBusiness
Why didn't anyone tell me? Timing. Five year-end tax windows Houston owners should know. https://medium.com/@jakemlatimer/year-end-tax-planning-for-houston-business-owners-the-windows-that-close-on-december-31-c5eb5690ca2f blueprintadvisorstx.com #SmallBusiness
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Busy seasons hide weak systems. Quarterly visibility beats year-end heroics. www.youtube.com/watch?v=bmYmUD_wEN4 #CFO #Houston
A man in a suit and a woman in jeans and jacket sit in armchairs with a large screen behind them displaying a group photo.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Give a lot, ask a little. Your best mentor may be closer than you think. Blueprint Advisors (formerly L&Y Tax Advisors) · The Woodlands, TX Let's Build your Blueprint Together... www.blueprintadvisorstx.com/contact (281) 288-0909 #BlueprintAdvisors #Mentorship
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Mortgage rates averaged 7.40% this week (Freddie Mac). Sitting on a 3% loan? Before you pay it off early: every extra dollar "earns" 3%, it's hard to get back out, and many homeowners don't itemize, so the interest saves them no tax. blueprintadvisorstx.com
Text about interest rates from Blueprint Business Advisors.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Dr. Steve Smith: a 2 mm finding in a 10 mm canal is 20%. Seeing beats telling. (with @doctorprofit.bsky.social) Blueprint Advisors (formerly L&Y Tax Advisors) · The Woodlands, TX Let's Build your Blueprint Together... www.blueprintadvisorstx.com/contact (281) 288-0909 #BlueprintAdvisors
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Housing affordability can shrink an employer’s practical labor market long before it appears in a staffing report. www.blueprintadvisorstx.com #WorkforcePlanning #HousingAffordability
Bus approaching a stop on a city street at sunset with skyline in background.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Building success starts with a curious mind. 🛠️ Embrace learning and grow with intention! #LifelongLearning #BusinessGrowth #Curiosity #BluePrintAdvisorsTX #PervasiveMarketing #Business #Taxes #Texas #Houston #Advisors blueprintadvisorstx.com
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Hire for character. Train for skill. You can teach someone Excel in a week. You can't teach them to tell the truth when it costs them. www.blueprintadvisorstx.com #Hiring #Character
blueprintadvisorstx.com
Hire for character. Train for skill. You can teach someone Excel in a week. You can't teach them to tell the truth when it costs them. https://www.blueprintadvisorstx.com/ #Hiring #Character
Hire for character. Train for skill. You can teach someone Excel in a week. You can't teach them to tell the truth when it costs them. https://www.blueprintadvisorstx.com/ #Hiring #Character
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Being a regular isn't really about the coffee. It's about being known. Learn the name of the person who serves you. Ask how their day is going, then wait for the answer. Kindness is how strangers stop being strangers.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Growth that outruns systems taxes the owner. Instrument KPIs before you scale. www.youtube.com/watch?v=14gfyiuwAwM #CFO #Houston
Man wearing a cowboy hat and vest speaking into a microphone in a studio.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Five Q4 questions for your advisor: projected tax, entity fit, cash reserve, decisions before Dec 31, what you want to keep. Plan before the return. blueprintadvisorstx.com/contact/ #TaxStrategy
Blueprint Business Advisors banner with text about Q4 planning meeting and proactive tax strategy.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Block 30 minutes today and thank three people. No pitch, no ask. Gratitude compounds into trust, and trust into loyalty. Be specific. blueprintadvisorstx.com #Gratitude #Leadership
Text: 'Say thank you before you need anything. Gratitude in business.' Contact information for Blueprint Business Advisors.
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Integrity is built in the small things nobody sees: the on-time payment, the honest invoice, the returned call. "He that is faithful in that which is least is faithful also in much." Luke 16:10 (KJV) www.blueprintadvisorstx.com #Leadership #Faith #Integrity #SmallBusiness
Quote from Luke 16:10: 'Faithful in the small things.'
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Busy but not richer? 5 levers to expand gross margin, Houston service owners. medium.com/@jakemlatimer/gross-marg… blueprintadvisorstx.com #SmallBusiness
medium.com
Busy but not richer? 5 levers to expand gross margin, Houston service owners. https://medium.com/@jakemlatimer/gross-margin-expansion-the-unit-economics-every-houston-service-business-owner-should-know-109aa2f85227 blueprintadvisorstx.com #SmallBusiness
Busy but not richer? 5 levers to expand gross margin, Houston service owners. https://medium.com/@jakemlatimer/gross-margin-expansion-the-unit-economics-every-houston-service-business-owner-should-know-109aa2f85227 blueprintadvisorstx.com #SmallBusiness
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Dr. Jake Latimer @doctorprofit.bsky.social · 10/10/2026
Cowboy Jack with @doctorprofit.bsky.social on kids' content: screen time can educate and encourage, and give parents a minute to recharge. Blueprint Advisors (formerly L&Y Tax Advisors) www.blueprintadvisorstx.com/contact (281) 288-0909 #BlueprintAdvisors #KidsContent
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