If you’re an entrepreneurial accountant, tax professional, or bookkeeper with at least ONE PAYING CLIENT and you want to grow by AT LEAST $100,000 in the next 12 months, there is a very good chance we’ll be able to help you.

If you’re still unsure after seeing the ridiculous amount of proof on this page, we recommend taking it slower checking out our free educational resources, or, by getting your questions answered directly by our team of experts by scheduling a call.

While we can’t guarantee we can scale your business without any challenges (welcome to being an entrepreneur), we can guarantee we’ll do everything we can to make it as smooth a process as possible.

No, while aspects of our service include community and direct forms of support, we’re not looking to shift the blame back onto our clients by only offering ‘do it yourself’ style content. 

Entrepreneurial accountants suffer enough from ‘overwhelm,’ so we make it a point to provide step-by-step guidance and hands-on implementation services (i.e., we actually do things for you to speed things up and get you results faster) that create the results you’ve been looking for.

Time is the ultimate resource of the entrepreneur. Your decision on how to invest it, directly correlates with your growth trajectory.

If you were investing your time optimally, you wouldn’t need to be on this page. 

Our responsibility is to change how you’re investing your time, to change the outcome you want. The larger the outcome and the shorter the time frame you want it in, the more change required.

On average, our clients invest one hour per working day into our services excluding newly booked sales call. On average our top clients invest three hours per working day on working ‘on’ their firms but have gradually worked into this position overtime giving them full control over the direction of their firms. 

(Working ‘on’ the business = building systems that provide future leverage, as opposed doing low level work that should be delegated which is working ‘in’ the business)

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in creating the desire to buy through a consultative sales approach, as opposed to creating unnecessary tension with outdated and ineffective high-pressure sales tactics.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.

100% of those who implement.

All of our references are available to you online right here on our website. However, we don’t give out our clients contact information because we respect their time and they’ve already been kind enough to write 5-star reviews. We will protect your time in the same manner once you become one of our top clients.

I loved having my firm, but I had partners. As I am not a trained accountant, I was not responsible for fulfilling the promises our firm would make to our clients. The gentleman who was responsible for processing the work was a family friend for my entire life. He passed away suddenly going into our third tax season and it was a devastating blow to not only our firm but to our family. My father, the majority shareholder, decided to sell the business when this occurred. In the not so distant future, perhaps I’ll relaunch my accounting firm with a new fulfillment partnership in place.

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 building 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.

Great question, a counter-question is ‘what are you prepared to invest in terms of time and money to reach your growth goals?’ While you meditate on that, here’s a more direct response:

There are several types of returns you’ll experience.

The first of which is you will win back your most precious resource, your time because that’s the first thing our systems give back to you: The ability to get out of the minutiae of the day to day operations and go from ‘doer’ to ‘director’.  As a direct result of being able to implement our proven systems, you’ll increase the number of high-quality leads generated, increasing the number of new clients you obtain.