$100K Club Case Study
Two clients gone. $80,000 with them.
Lisa Gering lost two clients worth $80,000. Inside Dream Firms she replaced them and stacked $30,000 on top. By her second tax season: “…nobody left me.”
3× ROI
→
+$110K added
$110,000 of new revenue added in one year. Announced with her $100K Club award.
“This is the best money I ever spent! It’s worth many times more than the investment!”
— Lisa Gering, CPA, MBA · in writing, three weeks into the program
The Transformation
Before Dream Firms VS. After Dream Firms
The numbers speak for themselves.
Lead Flow
Three new appointments a week.
In the slowest season.
That was the pace the Dream Firms team was generating for Lisa by her first summer, through the quietest months on the accounting calendar. Her own scorecard from that stretch: eight possible new clients at once, seven of them from her lead generation hire. As she put it on a weekly review: “I’m going crazy with prospects, which is awesome.”
These numbers weren’t luck. They were a system.
Behind The Breakthrough
The Full Story
Before Dream Firms
Lisa Gering brought more credentials to the table than most: a CPA, an MBA, and over thirty years of hands-on accounting experience. Her firm, CFO Forward Inc., serves the drinks industry from the Jacksonville, Florida area. What the résumé didn’t show was the grind behind it.
“I was pretty much working 24/7 doing almost everything myself. I did have a couple employees, but I did not have that key top employee.”
Lisa Gering, on life before Dream Firms
She had tried help before: “I did try some other people… probably learned a few things.” Then it got worse. Two clients worth $80,000 walked away. That was the state of things when she put the Create Your Dream Firm start date on her calendar.
The Three Moves
- 1
Hired the Dream Firms way
Six days after bringing on her lead generation specialist through the program’s hiring method, the verdict was in. A year later her team was five strong.“I use your method, Tyler, and I will never use anything else.”
Lisa Gering, six days into her first system hire
- 2
Owned the drinks niche
One early distillery client recommended three or four more, and the niche found her. Her profile came to read like a category, not a service list: distilleries, wineries, breweries. Her lead gen hire then opened it up market by market, and she joined a drinks-industry professional network to compound the referrals. - 3
Let the proof answer for her
When a prospect asked for references, she had a better answer ready.“I normally don’t give references. However, if you want to see a bunch of great ones, go look me up on Google.”
Lisa Gering
The Result
Nineteen months after joining, the award application told the story: the $80,000 hole was gone, refilled and topped with $30,000 more. $110,000 of new revenue added in one year, announced with her $100K Club award.
The firm underneath it had changed shape: 41 tax returns against 29 the year before, then 72% higher the season after that. And her clients stayed put: “…nobody left me.”
Four years in, it’s still compounding. A five-to-six-million-dollar, two-company operation handed her its books. An old brewery client came back. And a new client put it plainly:
“I’m a mover, not an accountant. I want to hire you to do all our accounting.”
A new client, as Lisa told her weekly progress review
The same playbook is sitting there for you.
The Journey
From $80,000 Down to the $100K Club
Every milestone below comes from Lisa’s weekly progress reviews, her own posts, and the award record.
The Team Begins
3 Appointments/Week
Nobody Left
🏆 $100K Club
Still Compounding
Ready to write your own timeline?
I cannot believe I spent years hiring people without your method.
— Lisa Gering, $100K Club Winner
The Leader Interview
Thirty Years of Expertise. One Dream Firm.
Lisa sits down with Dream Firms: the 24/7 grind, the niche that found her, and the team that changed the math.
Want lead flow like that in your firm? Let’s talk.
I have gotten back 3x my investment in just 4 months.
Lisa Gering · $100K Club Winner, in her own writing
The Why Behind The Win
What Made the Difference
A Niche That Refers Itself
One distillery client recommended three or four more. Lisa leaned in: distilleries, wineries, breweries, and the professional network where they gather. In a niche, one happy client is a pipeline.
Hired The Dream Firms Way
“I never would have picked him in just an interview,” she said of her lead gen specialist, found through the program’s testing method. Five hires later, the team runs the volume her old firm couldn’t touch.
Proof That Sells First
Google reviews replaced reference lists. Her own clients recommend Dream Firms unprompted. And prospects arrive pre-sold, like the mover who told her he wanted her to do all his accounting.
Niche. Team. Proof. We’ll help you build all three.
Straight From The Community
Wins, In Writing
Lisa’s journey in screenshots: her own posts, testimonials, and the weekly progress reviews that logged the wins.
The Hiring Move
Day Six With Her First System Hire
Fifty seconds on the hiring method Lisa says she’ll never stop using.
Wondering if this would work for your firm? That’s what the call is for.
The Program Behind The Result
The Create Your Dream Firm Program
Dream Firms is the only CPA firm growth program built specifically around expert positioning, niche content, and high-value client acquisition. Lisa’s result isn’t an outlier. It’s the system working exactly as designed.
“I would say start now… sign up and get going. There’s no reason to keep living a hectic life.”
— Lisa Gering, on the Dream Firms Leader Interview
