XcelLabs

Builder of Navi | Real-Time Insight + Coaching System for Modern CPA Firms
 2024–Present | XcelLabs
I helped create Navi to solve the problem every CPA firm quietly knows:
 advisory is broken.
Navi turns transcripts, emails, and meeting notes into real-time coaching for your team. It listens to client conversations, flags missed opportunities, and helps advisors grow in the flow of work. Think of it as an intelligent mirror—surfacing pricing signals, emotional cues, and strategic gaps your team might miss.
Navi doesn’t replace your team. It makes them better.
 It’s the missing layer of firm intelligence that finally lets your leadership scale.

Co-Founder

Radical Pricing: How to Optimize Profits, Delight Customers, and Build a Top Value Firm (2024)

“In Radical Pricing, Jody Padar unveils the strategies that pave the way for a profound metamorphosis — from the antiquated “We sell time” ethos to the dynamic realm of a “We sell outcomes” business model. It will propel your firm into a paradigm where pricing is anchored in the value generated, liberating it from the shackles of archaic notions like the billable hour and the tyrannical timesheet. The proven strategies will confer remarkable experiences for both customers and team members alike while plunging another nail in the coffin of the profession’s outdated practices.

Ronald J. Baker, founder, VeraSage Institute

Author

Trullion

By using AI and automation, Trullion creates a single source of truth for financial leaders. As a member of the Trullion advisory board, I also serve as a truth ambassador for the company. 

For those looking for new levels of transparency to save time and augment how accountants can access vast amounts of data, I share how Trullion is revolutionizing the use of AI in accounting software. From automating ASC 842 to IFRS 16 or GASB 87, workflows generate 100% auditable journal entries and disclosures. Let us help you turn unstructured data like PDFs and contracts and translate them into real-time financial images. Digitizing manual process will help accounting firms drive additional profit!

Truth Advisor

From Success to Significance: The Radical CPA Guide

“Forget everything you have heard about the future of accounting and read this book. I wish I had this book three years ago instead of having to work all this out myself. Jody Padar is bold in telling us what needs to change, but she has done it, so we should listen. This is a must read, very seriously.”

– David Boyar, Chief Executive Officer, Sequel CFO

The Radical CPA: New Rules for the Future-Ready Firm

Oakton Community College

Love teaching Taxation and Quickbooks for Consultants

Adjunct Professor and advisor

april

Senior Tax Advisor

What’s April? It’s a new way to think about taxes in a human-centric way. Think customer first, tax technical jargon erased and an opportunity for everyday people to file their taxes simply. Check out www.getapril.com.

VP of Tax Strategy & Evangelism

Botkeeper

Advisor and Ambassador

Botkeeper automates bookkeeping and pre-accounting for CPA firms and helps them solve capacity problems, spend more time with clients, and better capitalize on the potential for advisory services. It's revolutionary and radical, which is why I continue to be a Botkeeper ambassador.

Vice President of Partner Development & Strategy

Taxjoy

Advisory Board Member

New Vision CPA Group

Chief Executive Officer

The Radical CPA

Most firms say they do advisory. But under the hood? It’s still too slow, too shallow, and too dependent on the partner.

That’s the problem Navi solves.

After 25+ years in accounting—from running my own firm to helping scale multiple tech startups—I’ve seen how hard it is to turn client conversations into real-time insight and strategic action.
Advisory often becomes a static report, a missed opportunity, or a bottleneck in someone’s inbox.

That’s why I’m leading the AI-X movement, and why I helped build Navi—an AI-powered advisory engine that gives firms live coaching, feedback, and insight based on how their team actually shows up.

It’s advisory as it should be: fast, scalable, and emotionally intelligent.
Before AI-X, I was known as the Radical CPA—a movement I sparked to pull the profession into the digital age.

I’m a feeling leader at heart—driven by passion, bold ideas, and a refusal to settle for outdated models.

I built and ran my own firm (New Vision CPA Group) for 14 years. I pioneered cloud accounting. I’ve written three books. And I’ve spent the last decade helping firms modernize their tech, pricing, and advisory work.

My goal? Help accountants go home on time, serve clients better, and fall in love with their work again.

Now, I’m at the intersection of AI and advisory—helping firms evolve from static check-ins to dynamic, data-driven client relationships. The next generation firm isn’t just a firm—it’s a tech company that happens to do accounting and tax.

Let’s build it.

Career Highlights
 ✔ Senior Tax Advisor, april (2024)
 ✔ Advisor, BlueJ (2024–present)
 ✔ Truth Advisor, Trullion (2021–present)
 ✔ VP of Tax Strategy & Evangelism, april (2022–2024)
 ✔ VP of Strategy, Botkeeper (2020–2021)
 ✔ CEO, New Vision CPA Group (2006–2020)
 ✔ Author of The Radical CPA (2015), From Success to Significance (2018), and Radical Pricing (2024)
 ✔ Top 100 Most Influential People in Accounting (2011–present)

Jody Padar

Who are worse your children or your clients?! LOL


Let me know in the comments if you have received this exact same message? 

#happytaxseason
#accountingandaccountants
#radicalcpa

The Radical CPA, Advisory is broken. I’m fixing it—with Navi: real-time coaching, insight, and leadership flow for modern CPA firms.

graphical user interface, text, application, chat or text message

I’m married to a die-hard Bears fan.
Season tickets.
Autographed Dick Butkus over the fireplace.

Me?
I’m… adjacent. 😅

The Bears win last night was huge — but what surprised me most was how much more I enjoyed the game because of the analytics.

The announcers kept explaining why decisions were being made in real time.  
Go for it. Punt. Clock management.
It wasn’t just happening — it made sense.  
Since it was on Prime it was like an AWS commercial and they would say ANALYTICS. 

They said like 100 Times!!!!

My husband has analytics in his head. Years of watching football.
So when he’d say, “Statistically, they should go for it here,”
I’d smile and say:

“Analytics!”

And honestly? That made the game more fun for me.
I understood it better. I was more engaged. I could follow the logic, not just the emotion.

That’s what AI-X is about.

Not replacing experience — amplifying it.
Making insight visible, sharable, and useful in the moment.

Because when more people can see the field clearly,
the game gets better — whether it’s football or your firm. 🐻📊

#GoBears   and you all know I live 45mins from Greenbay! 

#aix
#analytics
#accountingandaccountants
#radicalcpa

No alternative text description for this image

Seven times the recipe.
I made these cookies this weekend.

Flour everywhere.
Counters full.
Trays stacked wherever they fit.

Halfway through, one leg on the pizzelle maker broke.

Not stopped working.
Broke.

So I held it.
Adjusted the angle.
Kept going.

Batch after batch after batch.

And that’s when it clicked.

👉 This is the messy middle.

Not the exciting start.
Not the pretty finish.

The part where:
   •   You’ve already scaled it
   •   Something breaks
   •   You’re too far in to quit
   •   And you just… figure it out

From the outside, people see the stack and think, “Nice result.”
They don’t see the hacks, the wobble, the frustration, the improvising.

Most things worth building look like this in the middle:
Unstable. Inefficient. Held together by sheer will.

If your work feels like that right now—
Good.

You’re not failing.
You’re in it.

Broken leg and all. 🍪🔥
#buildinpublic

New York drops an apple. 🍎
Sister Bay, Wisconsin drops a cherry. 🍒

We chose the cherry.

The kind of clarity that shapes how I’m building Navi and the AI-X movement—human first, always! 

Wishing you a thoughtful, steady, hopeful New Year. ✨
Happy New Year.

#AIX #Navi #HappyNewYear

One more day until the ADP Accountant Connect Summit!

January 14 | 12-4pm ET | 4 Free CPE Credits

Dan Hood, Kelly Phillips-Erb, Amy Miller and I will be covering the One Bill Beautiful Bill and the impact on this year’s tax season.

Meet us there!! Register: https://bit.ly/3KTipPG  

#CPE #Tax #TaxProfessionals #AccountingandAccountants
Sponsored

New Year's resolution: stop guessing what the One Big Beautiful Bill means for your clients.

I'm joining the ADP Accountant Connect Summit on January 14 alongside Kelly Phillips-Erb, Dan Hood and Amy Miller to break down what's actually changing for tax season. 

Plus, economist insights, AI strategy sessions and Shaq talking about thinking big. Free CPE. Virtual.

Register here ➡️ https://bit.ly/44vo0SJ  

#RadicalCPA #AccountingandAccountants #CPA #OBBB #Tax
Sponsored

NO Tax on Tips. Overtime. Advisory season is officially here.
 And yesterday, we SHOUTED it from the rooftops on stage.

Was very cool to share the stage yesterday with Kelly Phillips Erb and Amy Miller, CPA and Daniel Hood talking everything about Tax on Tips and Overtime as we get ready for the perfect Tax Advisory Season!  

Thank you ADP for an AMAZING online event!

Learn more about Tip Credit in a Box, in the comments below!

Here's my 2025 LinkedIn Rewind, by Coauthor.studio:

I launched a company. Filed a patent. Watched my son graduate. And somehow ended up on the same summit lineup as Shaq. 🏀

2025? It wasn't just a year. It was a complete rebuild.

June 6, I announced my role as Co-Founder at XcelLabs. https://lnkd.in/eGdeeafm

The next day? Duck U! landed at ENGAGE25. 50+ humans showed up to a pool cabana. Not for a pitch. For a moment that was weird, wild, and very real. https://lnkd.in/eszrjqm7

In March, I initiated the AI-X Movement — and ChatGPT named what it saw in me: "The Radical CPA Effect."

In December, Navi V1 went live. Real-time coaching for advisory calls. Emotionally intelligent AI. Patent-pending. Not perfect. Not polished. But ALIVE. https://lnkd.in/eTQXw_Sn

And Katie Tolin and I made Accounting Today's 2025 Top 100 Most Influential People in Accounting — together. https://lnkd.in/e4DutWFC

The phrase that defined this year?

"Not just AI in accounting — but the human in AI."

Because here's what I know: AI isn't replacing us. It's asking us to be MORE human than ever before.

The personal moments mattered just as much.

My son graduated in May. My daughter marched at Pride. My 85-year-old dad discovered ChatGPT and now uses it for taxes AND cheesecake recipes. 😂

Leadership doesn't live in boardrooms. It lives in LIFE.

What I learned:
→ Trust is earned by presence, not effort.
→ Sometimes the most powerful move is NOT responding.
→ The future doesn't wait. Neither should you.

What's next? Navi is live. The AI-X Movement is just getting started. And I'm still building in public.

Want in? Take the XcelLabs AIQ Self-Assessment.

Gratitude first. 💜

To Katie Tolin, Jennifer Cryder, PICPA, and every odd duck who showed up this year — thank you.

2026? Even more radical.

#RadicalCPA #AIX #XcelLabs #buildinpublic #accountingandaccountants #LinkedInRewind #Coauthor #2025wrapped

--

The rule was N!  For the holiday grab bag.

I’m bringing GNOMES.

Why?
Because the G is silent—and Radical leadership is about intent over technicalities.

The goal wasn’t alphabet compliance.
It was fun, joy, and a little chaos.

Mission accomplished.

Silent G.
Loud impact.

Will see how many years this is talked about?

What’s your holiday (G)Nome?

 #RadicalCPA #BeTheGnome

For years I've said this profession is about relationships. But I couldn't measure empathy. Couldn't explain why some conversations landed and others didn't.

This year, leaning into AI revealed what I'd been missing — the invisible parts of leadership I'd been navigating on instinct alone.

And it made something undeniable: the standards are shifting.

Experience doesn't equal impact. Long conversations aren't always better ones. Soft skills aren't intangible...they're just untrained.

These aren't predictions. They're the new standards shaping advisory in 2026: 
https://bit.ly/44Wctw7  

#RadicalNewVision #AccountingandAccountants #CPA #Advisory #Navi #AIAccounting

I didn’t think adding color would hit me like this…

Who, me? Emotional MOTHERBEAR?!
But here we are. 🎨

Navi has colors now.
And real UX/UI.

And suddenly, he doesn’t look like an MVP anymore 
he looks like himself.

Navi started as an MVP because I needed proof that accountants deserve better tools.

Tools that don’t just track compliance
but help us understand how we show up, how we communicate, and how our presence lands in the room.

V1 feels different.

He’s not just scoring conversations.

He’s surfacing clarity, emotional tone, engagement, action, and impact —
the stuff we were never taught to measure but always felt mattered.

This evolution mirrors something bigger happening in the profession:

We’re not just technicians anymore.
We’re advisors. Leaders. Humans in high-stakes conversations.

Watching Navi evolve from MVP → V1 feels like watching the profession claim more of itself ...more color, more nuance, more humanity.

Honestly?
This is just the beginning of where his features and our expectations of what the AI in HUMAN are headed.

Proud. Energized.
 A little emotional.
Okay fine. A LOT emotional.

Can’t wait for what’s next. 🚀

#RadicalCPA #AccountingEvolution #FounderFeels #AdvisoryEra #BuildInPublic #AIX

If your team is still manually retyping K-1 data, that's your leadership opportunity right there. XcelLabs partnered with K1X, Inc. on a free course that shows you how to turn tax tech into your career accelerator.

You'll work hands-on with K1 Aggregator (firms using it eliminate 90%+ of manual entry), learn how to pilot new tools, communicate ROI in partner language and build the case for change.

One hour. Completely free. https://bit.ly/49u20uC  

#RadicalCPA #AccountingandAccountants #CPA #CPAFirm #XCelLabs

The FICA Tip Credit is entering a new era. Is your firm ready?

With H.R.1 and new IRS regulations redefining qualified tips and tipped occupations, tax professionals now have both a technical challenge and a major advisory opportunity.

The question is: Can you build clear, consistent, data-driven workflows that position your firm to guide clients, reduce risk and create recurring advisory revenue?

Join me & CPA Trendlines to get practical workflows and advisory insight you can implement immediately.

Friday, January 16 | 11 AM - 12 PM CST | IRS CE credit eligible | $49.50

Register 👉 https://bit.ly/4pnwrHh  

XcelLabs #AccountingandAccountants #CPA #CPAFirm #FICA #Advisory

How many hours did your team spend last tax season retyping K-1 data?

What could they have done with that time instead? Advisory work? Strategy? Actually talking to clients instead of chasing box 13?

Here's what most firms don't realize: time isn't just inefficient. It's gone. And you're about to spend it the same way this year unless someone does something different.

Firms using AI to automate K-1 processing are eliminating 90% of manual entry. Not streamlining it. Eliminating it. That's hours back. That's capacity you didn't have to hire for.

K1X, Inc.  and I built a course that shows you exactly how this works in practice. Real numbers. Real workflows. Real proof.

➡️ Turning Tax Tech into Leadership Opportunity

One hour. Free. For accountants done sacrificing growth for manual work.
👉 https://bit.ly/49u20uC  

#XcelLabs #AIFirst #DigitalChampion #TaxTech #K1X #AccountingLeadership

Most CAS firms think they're ready for AI and automation. But if you don't know who touched what in your client files or can't restore a backdated invoice that disappeared last Tuesday, you're not ready for anything.

Data governance isn't an IT checkbox anymore. It's the difference between confidently doubling your client load and quietly hemorrhaging trust.

Before you layer on AI tools or promise CFO-level advisory, ask yourself: Do you have full, restorable backups? Can you track every change? Would you get alerted if something critical shifted in a client's books?

If you can't answer yes to all of that, your foundation is cracked.

Why you can't scale broken books (and what to do about it): https://bit.ly/4pEtAuw  

SysCloud #RadicalNewVision #AccountingandAccountants #CAS #AIAccounting
Sponsored

How do you know if your advisory conversation actually moved the needle?

Most CPAs can't tell the difference between a productive session and an expensive chat that should've been an email.

Here's what I look for: Did the client actively participate instead of zoning out? Could they explain their situation back to me? Did we both leave with real action steps?

That third one is everything. Because advisory without action is just... talking.

Three signs your meeting worked (and why it matters): https://bit.ly/4aogiO1  

#RadicalNewVisions #AccountingandAccountants #CPA #CPAFirm #Advisory

AP/AR is the back-office work nobody wants to touch. Manual, tedious, margin-killing.

But you can't ignore it. Your clients need it handled, and if you're not doing it strategically, you're leaving money on the table.

What if instead of treating AP/AR like a chore, you packaged it as two distinct service models? Oversight Light for clients who want to press the button themselves with your guardrails. Full-Service for clients who want you handling everything end-to-end.

Both are revenue opportunities. And when you layer in credit card advisory, payment timing strategy, and cash flow coaching? You've turned operations into advisory.

How to stop losing money on AP/AR (and start making it): 

Melio #RadicalNewVision #AccountingandAccountants #CPA #CPAFirm

Sponsored

Your restaurant clients are sitting on thousands in unclaimed FICA Tip Credits. But most CPAs don't have the tools to confidently lead those conversations.

Tip Credit in a Box changes that. Quick calc to spot opportunities, AI coaching to practice your pitch, client templates, implementation roadmap — everything you need to launch advisory in this space.

Want to see how it works? DM me for a FREE demo.
Learn more at https://bit.ly/4p0h07C 
 
XcelLabs #AccountingandAccountants #TipCredit #FICA #Advisory

Your clients don't care about your tech stack.

They care that you caught the duplicate vendor payment before it cleared. That you spotted the revenue recognition issue in real-time. That when they ask, "what changed?" you have an actual answer.

That's not magic. That's having your data house in order.

Most CAS firms are drowning in tools but can't tell you who modified last month's close. You can't be a trusted advisor when you can't trust your own books.

The automation piece? That comes after you fix this: https://bit.ly/4pEtAuw 

SysCloud #RadicalNewVision #CAS #AccountingAdvisory #AccountingandAccountants

Sponsored

Scale Your Mastery Podcast

As Founder of the "Scale Your Mastery" Podcast I'm responsible for crafting exciting show topics and interviewing thought provoking guests. 

If business owners are ready to scale we believe they should scale their mastery before they scale their business.

This approach not only has numerous benefits, we also believe it's the fastest and most efficient way to scale their business without burnout.

Think of the work you do as your engine. And think of your mastery as the fuel. 

Without mastery your engine has no power. Your mastery can not only fuel your business, it can fuel you too. 

Subscribe to the podcast using the link in 'featured" section.

Founder

Tracy D Malone

I use my problem-solving skills to identify inefficiencies, devise strategic solutions, and implement changes that drive your business growth. 

Let's use my consultative selling and social selling skills to generate leads and engage with your ideal clients.

We will collaborate to address your unique challenges related to profitability, time management and work-life balance to achieve sustainable success.

My award winning Interpersonal communication skills enhance your ability to move your business forward in several areas.

My strategic advice empowers you in planning and implementing changes that lead to a more efficient and profitable business model in a short amount of time.

Streamlining workflows, processes and strategic planning are crucial for your business operational efficiency and long-term success.

Improving your work-life balance, training and development, and advising on outsourcing tasks are a few ways I’ll enhance your overall work environment and productivity.

Head to “featured” section to “learn more” about how I can empower you.

Business Consultant, Certified Project Manager, Certified Business Analyst, Certified Life Coach

TRACY D MALONE (INDEPENDENT R.E. BROKERAGE)

Core competencies include: experience in setting and achieving sales targets (earned Rookie of The Year Award), business analysis, office management, project management, property management, contract creation and review, lease negotiation, building management, property security, written and verbal communications, purchase recommendations, computer skills, presentation skills and data analysis

Real Estate Licensed Managing Broker, Property Manager

COLDWELL BANKER RESIDENTIAL BROKERAGE - Fortune 500

I began my real estate career at Coldwell Banker Residential Brokerage, one of the top 3 brokerages in the industry.  It’s also where I earned the coveted "Rookie of the Year Award." 

After developing my professional skills I learned the value that integrity and authenticity added to the real estate transaction.  

Within two years I earned my Broker’s license and shortly afterwards left to start my own brokerage.

Realtor, RE Licensed Broker, Property Manager

L'Oréal

Fortune 500 Global

I was recruited to solve a major problem involving a failed installed IBM sales database.  Using my analyzation and problem solving skills I was able to single-handedly solve a major design flaw on the first try. This later resulted in a $370M+ acquisition.

Read more about it in my “Elephant In The Room” article.

Project Manager, Database Analyst

Productivity Point International

Best career move ever! Landed a new career and gave myself a 75%+ pay increase! I went from a job to a new career and started doing something that came easy. I consistently maintained a satisfaction rating above 95%.

Software Instructor

📣Amplify your GENIUS so you can work less and get paid more🔥 Award🥇Winning Entrepreneur, LinkedIn Community🔝 Voice➕More‼️

Are you a high-achieving entrepreneur or experienced professional who's ready to elevate your mastery and LinkedIn presence?

But you find yourself navigating complex strategic questions like: 

❌  How will you find the time to become a thought leader? 

❌ What topics will you post about? 

❌  What's the ROI?

Let's fact it, you've built considerable mastery in your field, driven significant results, and cultivated a powerful professional network. 

Yet, translating that into a consistent message and presence on LinkedIn presents a unique set of challenges. Have you been wondering:

How do you articulate your mastery into compelling content that genuinely resonates with your ideal clients?

What specific content strategy cuts through the noise and positions you as the definitive authority, not just another voice?

How do you consistently generate insightful thought leadership content without sacrificing your time or your core business priorities?

That's where I come in. Over a 30 day period, I'll guide you to scale your mastery for maximum impact. 

My problem solving mastery, honed over 25 years, is dedicated to solving your precise challenges. 

During your 30 day transformation we'll focus on three integrated pillars to ensure your success:

✅ Thought Leadership Blueprint

✅ Strategic Visibility & Branding

✅ Scalability

Imagine:

↳ Becoming an industry authority.
↳ Increasing your influence and productivity by +20%
↳ Achieving true financial success and living your dream lifestyle
↳ Attracting 20+ new high-value clients within 30 days

The top 1% aren't smarter than you, but they've mastered the art of doing more with less by owning their inherent leadership and mastery.

I guide business professionals, CEOs and Entrepreneurs to bridge this gap by helping you transform your unique mastery into influence and strategic impact on and off LinkedIn.

Let's initiate a focused conversation. Click the "Learn More" link in featured.

_________________

"Tracy's guidance was a game changer!" - Thomas

"I gained crucial insights into LinkedIn networking." - Kerry

"Tracy helped me 4x my confidence and improve my business operations." - Alex

_________________

#entrepreneurs #consultant #coach #mastery #branding #timefreedom #leadership #transformation

Tracy D. M.

Savvy CEOs Know AI doesn’t replace A-players. It only exposes who they actually are!

In an AI-driven economy, the "middle" is disappearing. 

Here's why it's important. If your value is based on repeatable processes, you are at risk.

The real value now lies in Latent Logic:

> The ability to see the "why" behind the data.
> The intuition to pivot before the trend hits.
> The mental framework connecting disparate ideas into a singular strategy.

Companies like Meta, Google and Amazon aren't just cutting costs...

They are recalibrating for an AI driven economy where "average" output is now a commodity.  High performance isn't a "vibe"—it’s a requirement for survival in a high-speed economy.

Here's the question you need to ask yourself for 2026 and beyond: 

Are you building a team that follows instructions, or a team that extracts the level of logic that software or AI can't replicate? 

I've always been an A-player. And here's what I know: A-players don't want to play on a team that tolerates mediocrity—we want to be challenged and surrounded by excellence.
 
TLDR: If CEOs aren't raising the bar for your organization, you're already behind.

If you want to turn your latent logic into an advantage. 
Extract it. 
Codify it. 
Turn it into world class IP.

PS - What's one area of your business that would suffer most if you disappeared for one week? Why one week? Because that's close to the current average hospital stay of 4.96.

Tracy D. Malone

IP Creator & Business Transformation Architect | Stop Out of Control Growth! Transform the mastery in your head into scalable IP.

Meta just confirmed what I’ve been telling my clients for years: If your mastery is stored in people instead of "infrastructure", you are one resignation away from a crisis.

Business Insider reports that Meta is shifting to an "AI-Impact" performance model. They aren’t just rewarding hard work; they are rewarding Leverage.

Has this ever happened to you? You spend two years pouring your "Secret Sauce" into a key hire... and they just gave you two weeks' notice.

Now what?

You can’t replace two years of their mastery overnight. 

You’re staring at a massive hole in your operations and a pair of "Golden Handcuffs" that just got a lot tighter.

The Mistake: You treated a human being like a hard drive. But humans:

Are portable. 
They leave. 
They get burnt out. 
They start their own thing.

The Meta Shift: Zuckerberg isn't just asking people to be faster. He is architecting the rewards so that anyone NOT using the firm's infrastructure becomes a liability. 

He is hard-coding the behavior he wants into the firm's governance. Here's a hint on how you can do it too:  

Copy the "The A-Player Reality"

A-Players don’t want to be your hard drive. 

They want to be your Engine. 

They aren't looking for a "job" where they have to reinvent the wheel every Monday. They're looking for a high-performance vehicle they can drive to the finish line.

Guess what you get if you don't have the Architecture A players look for?

You'll only ever attract "B-Players."  They stay until they’ve extracted enough of your logic to leave and start their own firm.

Stop hiring "people" to solve "latent logic" problems. Move your logic out of your head and your team's heads and into your company's blueprints.

Drop "ENGINE" in the comments. I’ll send you the Structural Integrity Checklist so you can see if your firm's logic is stored in your team's heads or in your company's architecture.

PS - Notice the shift Meta made? They're moving toward 'measurable outcomes.' You can't measure outcomes if your processes (latent logic) are trapped in a person's head. You can only measure what you've architected.

If you’re only using AI as a defensive tool, you’re missing out on it being the best offensive weapon you never knew you needed!

Here’s what I’ve noticed in the marketplace. Most us of still haven’t wrapped our brains around AI’s full potential.

AI is the best offensive weapon you didn’t know you needed.

Defensive AI is about "keeping up." It’s…

❌Using chatbots to clean up an email

❌ Summarize or record meeting notes

❌ Streamline your SOPs

✅ Offensive AI is about "Scaling Logic." 

It’s taking your proprietary decision-making frameworks—the things that make your firm unique—and turning them into an automated infrastructure that runs without you.

But there is a catch: AI cannot scale "Latent Logic." 

When your business rules only exist in your head, you have nothing to weaponize. 

This forces you to pay a Latent Logic Tax™️—the massive gap between your current manual friction and your potential automated leverage.

Before you can use AI to become the market leader, you have to find out if your foundation can actually support it.

Is your firm ready to use AI as an offensive weapon? It takes less than 2 minutes to find out using our new diagnostic tool.

Drop GHOST in the comments to be one of the first to use it.

#AIStrategy #DigitalTransformation #OperationalExcellence #ScalingLogic #BusinessAutomation

Are you ready for the ascension from Expert to Mastery?

The other day Adam Robinson  did a post about mastery. He spoke about the diligence and time it takes to achieve it. 

I’ve studied successful people and here’s what I discovered…

You don’t ascend to icon or mastery status overnight. Everyone who achieves it put in the reps. 

And once you’ve put in the reps it’s time to ascend. Otherwise all your hard work goes to waste. Or worst—becomes a distraction.

Putting in the reps is easy once you maintain consistency. But “Ascension” not so much.

Ascension is a different game and here’s what makes it so difficult…

The ascension requires “transformation.”

What got you here won’t get you there. A new skillset and mindset is required. 

And just like a diamond goes under pressure to increase it’s value, so must you. 

The pressure of transformation is the hard part. Many will cave in but you don’t have to.

I bridge that gap between being the “Expert” and “Mastery/Icon.” Architecting that transformation is my sweet-spot—my mastery.

Now that you know this, you’ve got everything you need to ascend the Diamond Design Matrix™️.

We’re still in the 1st quarter of 2026. If you start today you can arrive before the 2nd quarter ends.

Don’t let anything or anyone hold you back any longer. The new you is waiting on the other side. 

Scale Your Mastery™️

#CPALeadership #CEOInsights #BusinessSystems #StrategicArchitecture

———

I’m Tracy D. Malone
Business Transformation Architect

I only work with CEOs and founders who are ready for an actual build. We don't "chat." We audit. We don't "brainstorm." We architect! DM me if you’re ready to ascend the Diamond Design Matrix™️.

Here’s a question for CEOs who can’t pass the 48 hour eyes and ears stress test: Why is a trapped wolf smarter than a trapped CEO?

Did you know a wolf will chew off its own leg just to escape a trap. It chooses temporary pain for permanent survival.

But a CEO trapped in "out-of-control growth" will remain in chaos for months or sometimes years.

Here’s the brutal reality: Sometimes, we crave “dysfunction.”

Some Founders get labeled as the "Hero Founder" because they become addicted to the dopamine high that comes from being "the only one."

They love being the only one who can answer quick questions or singlehandedly put out a fire. I've been there and I know how exhausting it can be. Overwhelm is an understatement.

Here’s what we don’t talk about enough…

Being the only one comes at such a high cost. Is it worth it though?

Every founder who's in this situation is paying a "Latent Logic Tax." This is the hidden cost of explaining the "how and why" of your processes and decision logic over and over.

PS: When was the last time you calculated the cost of being the only one? I’ve created a simple calculator that does it for you. Comment "TEST" and I’ll send it over when it goes live.

2 "Invisible Bottlenecks" Are Destroying AI's Ability To Scale Exponentially

The AI boom is stalling not because of code, but because of copper and craftspeople. These are the 2 invisible bottlenecks.

Here's the reality I often see. 

Too many founders are making the same mistake as the AI giants—thinking more "power" (hiring/hours) solves a structural flaw.

Here's how hero-led firms hit this same wall...

We think growth is about adding more 'hands' (hiring) to handle the work. 

But if you haven't extracted your "Latent Logic" first, adding people is just adding more weight to a sinking ship.

Sustainable scaling isn't about adding more bodies; it’s about extracting the latent logic so no one has to 'figure it out' every single time.

There comes a specific moment when a Hero founder decides they are done trading their manual labor for growth.

That is the moment they stop being a "Hero" and start being an "Architect".

#FounderBurnout #BusinessSystems #StrategicArchitecture #OperationsStrategy

A lack of plumbers, electricians and construction workers is hampering the race to build data centers.

AI buildout hits bottleneck — a shortage of tradespeople

No. This isn’t another productivity porn post because if you're a CEO, productivity is a trap.

We've all seen bad advice on LinkedIn, but here's the truth no one is talking about:

If you're the CEO and you're focused on being more "productive," you just signed up to be the most expensive employee in the room.

"Productivity" isn't a metric for CEOs. 

Productivity is about doing the work…

Better 
Faster 
More often

That's not how you build an asset. 

That's how you optimize a job!

Productivity doesn't get you more freedom. It gets you more of this:

❌ The firm depends on you more.

❌ You carry a heavier "Logic Load."

❌ You become the human bottleneck.

❌ High-level decisions must pass through your eyes and ears.

What's your endgame?

If your goal is to be a more efficient CEO, continue on with the productivity porn.

But if your goal is to be the Architect of a scalable firm, it's time to focus on Logic Extraction. 

I see brilliant CEOs every day who are still relying on solutions that are ineffective. 

Until you stop subsidizing your firm with your personal output…

You don't own a scalable business, you own a high-friction liability.

Ready to stop the "hustle" and start the "extraction"?

I’ve designed a diagnostic that quantifies your Latent Logic Tax—the exact cost of you being "productive" instead of "Autonomous."

It takes less than 2 minutes to find out how much your latent logic is costing you.

Drop GHOST below and I’ll send you the link +.youll gain access to a deep dive into the invisible cost of being the human bottleneck. 

TLDR - Scalable CEOs don't scale"to-do" lists. They extract IP from their head and code it into the structure of the firm

#CEOInsights #FounderBurnout #ScaleWithoutChaos #CPALeadership

Here’s The Pathway to Autonomy In An AI Driven Economy

Autonomy isn't found by doing more.

It's found by being replaced by your own logic. 

This is one reason why AI is so popular right now.

In the Diamond Design Matrix™️, there are two destinations for the Visionary founder:

1️⃣ The Mastery Level: 

You have transitioned to a Visionary Leader. 

✅Your logic is codified

✅You are the Designer, not the engine.

This allows you to show up only for the high-level creative work that fuels you. 

2️⃣ The Icon Level: 

This is the pinnacle. 

✅ Your World-Class IP is so robust it exists as a standalone asset. 

✅ It appreciates in any economy, independent of your presence. 

You have moved from Architect to Owner.


Is the scalability of your company still based on your personal input? 

Or is it built on extracting your “Latent Logic” and installing it into the architecture of your organization?

In an AI-Driven Economy, "talent" is becoming a commodity. 

Scalable IP is the only asset that continues to appreciate in any economy.

If you are ready to stop paying the Latent Logic Tax™️ and start building for legacy…

You must stop being the "Doer" and start being the Architect. 

Quantifying your "Latent Logic Tax™️" is the first step in ascending through the Diamond Design Matrix™️.

It’s time to Scale your Mastery™️.

PS - Drop GHOST in the DMs and I'll send you the link to the Latent Logic Calculator™️ + the bonus report.

#BusinessSystems #CEOlnsights
#CPALeadership #StrategicArchitecture

taplio

The Battle

Jody Padar

Tracy D. M.

Followers

Posts

Engagements

Likes

Performance ScoreJody Padar's LinkedIn Performance

Performance ScoreTracy D. M.'s LinkedIn Performance

Ready to grow your LinkedIn presence?

taplio

The Battle

Jody Padar

Tracy D. M.

Followers

Posts

Engagements

Likes

Performance Score.css-goub6s{font-size:var(--chakra-fontSizes-md);font-weight:500;color:var(--chakra-colors-gray-600);display:block;margin-top:var(--chakra-space-1);}Jody Padar's LinkedIn Performance

Performance ScoreTracy D. M.'s LinkedIn Performance

Ready to grow your LinkedIn presence?

Performance ScoreJody Padar's LinkedIn Performance