A ‘Dream Firm’ is what YOU define it to be. For some of our clients, it means transitioning to advisory services and earning higher amounts for higher levels of services, be it in CFO services, tax planning, financial planning, IRS tax resolution, and more. For some of our clients, it means creating massive value in ‘commoditized’ services and getting paid for that value, be it in tax prep, bookkeeping, payroll, or anything else. For others, it’s a combination of all of the above and far more. Your ‘Dream Firm’ will be different than what ‘Dream Firm’ means for someone else, and that’s exactly how it should be. However, there is ONE unifying factor that runs through all of our client’s Dream Firms. They work exclusively with their Dream Clients. Can you say the same?

Fantastic question. Everything we offer is very much ‘done with you’. Ultimately, it’s your firm, and we’re here to help you every step of the way to build it as efficiently as possible. That said, every relationship in the service business is a two-way street. You will need to do your part so that we can do ours. If you expect things to just happen without your direct involvement to build the firm of your dreams as you imagine it rather than getting forced into a box, you should look elsewhere. If you know that you’ll need to invest time and capital to get to where you want and want to do so as efficiently as possible, look no further.

No! We believe in creating the desire to buy through a consultative sales approach, as opposed to creating unnecessary tension with outdated and ineffective high-pressure sales tactics.

Yes, our pricing strategies have simplified how our clients give quotes and ensure a high level of profitability for their firms without pricing themselves outside of consideration.

How are you different from other coaches who work with accountants?

1.) Our founder, Tyler S. Clark, started his own accounting firm from scratch, adding six figures of new growth each year before a successful exit. He’s been in the trenches just like you are now and knows what works and does not work from first-hand experience.

2.) We never have and never will sell ‘just a course.’ A course cannot account for your unique situation, so everything we offer you always comes with one-on-one coaching to ensure you get the attention you deserve (and lead to life-changing results)

3.) The systems we build are world-class, creating top-tier results without requiring more of your time. We’re so far ahead of the rest of the industry in advanced system building that when you work with us, you instantly gain the unfair advantage you’ve been seeking.