Lisa Raiche — $100K Club Case Study - Dream Firms

Lisa Raiche — $100K Club Case Study

$100K Club Case Study

Burned out on the firm you built?

Lisa Raiche nearly went back to corporate. Instead: 70% revenue growth two years in a row, a $100K Club award, and her first real vacation in years.

$100K Club
70% × 2 Years
Lisa Raiche, CPA

The Construction CPA
+70% year one

+70% year two

Back-to-back growth years, in her own words on camera, and the $100K Club award that followed.

Lisa Raiche raising a toast at the Dream Firms annual mastermind in France

“I had 70 percent increase in revenues year over year, two years in a row.”

— Lisa Raiche, CPA · The Construction CPA

Before Dream Firms
Break-even
just enough to cover the bills

Timeframe
2
back-to-back growth years

After Dream Firms
+70%
revenue growth, each year

The Transformation

Before Dream Firms VS. After Dream Firms

The numbers speak for themselves.

Revenue Growth

+70% ×2 years

back to back, her words on camera

One December Week

+$81K /yr

two new clients + an upsell

Google Reviews

+16 five-star

added in a single week

Lisa Raiche telling her story on the Dream Firms film set

The Lifestyle Receipt

A week out of the country.
The laptop stayed home.

“I went on vacation for the first time and like really went on vacation… did not bring my laptop with me at all,” Lisa told her weekly review. One message to her controller so the team got paid, and that was it: “I did nothing, so it was wonderful.” That’s what a real team and real processes buy back.

These numbers weren’t luck. They were a system.

Book Your Call →

Behind The Breakthrough

The Full Story

Lisa Raiche in conversation with Tyler Clark on the Dream Firms film set in France
Lisa and Tyler filming in France, at the Dream Firms annual mastermind.

Before Dream Firms

Lisa Raiche did the traditional route first: years at a local CPA firm, then corporate America at large publicly traded companies. When the industry started shifting toward advisory, she saw the work she’d always wanted to do and struck out on her own. The work was good. Finding it wasn’t: referrals came in bunches, then nothing for a year.

“I was making just enough money to pay my mortgage, pay my car, basic life expenses.”

Lisa Raiche, on the years before Dream Firms

Then COVID hit, and she watched colleagues’ firms evaporate overnight. She got on a call with Dream Firms and, in her own telling, decided in advance she was buying nothing. “I made the decision before I got on the call that I was not buying anything.” A couple of months later she dug through twenty minutes of old email to find that thread again, and got on the calendar.

The Three Moves

  1. 1
    Worked the program, step by step
    No reinvention, just execution on sales and marketing the Dream Firms way.

    “I started to follow the steps of the program in terms of the sales, the marketing… did well right out of the gate.”

    Lisa Raiche

  2. 2
    Priced like the expert
    She invoiced her first pick-my-brain meeting: “You’re welcome to drop some time on my calendar… and you get an invoice afterwards.” Her packages found their sweet spot, and one-off clients became full outsourced-accounting and CFO relationships.
  3. 3
    Hired before it felt comfortable
    The first bookkeeper contract felt “scary.” Then her lead generation specialist grew into a full-time operations specialist, a controller took the day-to-day, and Lisa stopped being the whole firm.

The Result

70% revenue growth, year over year, two years running, in her own words on camera. One December week alone added $81,000 in annual revenue: two new clients, including her dream-100 prospect, plus an upsell. Somewhere along that run, the $100K Club award arrived, one of the first names on the list.

She’ll also tell you the honest part. A few years in, she was burned out and thinking about tearing it all down. What changed at the France mastermind wasn’t a slogan; it was an org chart on paper and the realization that she had “some right people… just not in the right seats.” She flew home knowing exactly what Monday looked like.

“I have the capacity for a better client now… four or five years ago I would have been scared… I have no way to backfill. Terrible place to be.”

Lisa Raiche, on the difference a pipeline makes

Her standard for who this works for is the same one she holds herself to: “They need to be a proactive accountant, not a reactive accountant.”

The same playbook is sitting there for you.

Learn More About The Program →

The Journey

From Break-Even to the $100K Club

Every milestone below comes from Lisa’s weekly progress reviews and her on-camera interviews.

Before Dream Firms
Referrals in bunches, then a year of silence. “Just enough money to pay my mortgage, pay my car, basic life expenses.”

The Start
Joins Dream Firms “about three months into the COVID period”, after first deciding, on principle, to buy nothing.

Month 7
Onboards a client at about $8,500 a year, and rescues a missed call-to-action with a next-morning video: “I didn’t let the opportunity pass.”

Month 7
Signs her bookkeeper’s first contract (“that piece of it’s scary”) and closes a $16,000-a-year client, “right in my middle package… my sweet spot.” Sits at ~90% of her Q1 goal.

Month 11
“Five months into the year, I’m 70% of the way hitting what I did last year.” The goals she wrote two years earlier are suddenly in reach this year.

Month 12
Invoices a “pick my brain” meeting for the first time ever. “You’re welcome to drop some time on my calendar… and you get an invoice afterwards.”

First Paid Consult

Month 12
A new client adds about $5,000 a year, while Friday “work on the business” time turns her bookkeeping into checklists and training videos.

Month 12
A three-month consulting project converts to a long-term relationship, and she starts interviewing full-time talent.

Month 18
One December week: two new clients, including her dream-100 prospect, plus an upsell, “for a total of $81,000 annually.”

$81K Week

Month 18
Both land as full outsourced accounting and CFO engagements. Her LGS becomes her full-time operations specialist.

The Award
Lisa Raiche joins the $100K Club, one of the first names on the winners list.

🏆 $100K Club

Month 29
Her Google profile adds 16 new five-star reviews in a single week.

Month 30
A real vacation: a week out of the country, no laptop. One message to her controller, the team gets paid, nothing breaks.

Laptop-Free Week

Month 33
Onboards an advisory client in the niche, “the stuff that I actually really enjoy,” and fires a nasty one: “no one’s going to talk nasty to myself or to my admin.”

Four Years In
Films in France after a hard, honest stretch of burnout. She leaves with the org chart redrawn and a plan: “now I actually see what I’m going to do on Monday.”

The Reset

Ready to write your own timeline?

Learn More About The Program →

You will get back out of it what you put in.

Lisa Raiche, $100K Club Winner

The Film

From Burnout to Breakthrough

Forty-two minutes with Lisa in France: the honest version of building a dream firm.

See yourself in her story? Let’s talk about your firm.

Learn More About The Program →

…a week out of the country… I did nothing, so it was wonderful.

Lisa Raiche  ·  $100K Club Winner

The $100K Club award group photo at the Dream Firms mastermind in Lyon, France, with Lisa Raiche front and center holding the money bowl
Award day at the Dream Firms annual mastermind in France · Lisa front and center, money bowl in hand.

The Why Behind The Win

What Made the Difference

🏗️

A Niche With Job Sites

The Construction CPA isn’t a tagline; it’s a referral engine. Her clients bump into each other on job sites, and the experience she delivers is the story they tell. In construction, word travels in work boots.

💰

Priced Like the Expert

From free brain-picking to invoiced consultations. From one-off returns to outsourced accounting and CFO engagements. The dream-100 list and a real pipeline meant she could hold her prices, and her boundaries.

🤝

A Team That Holds

Bookkeeper, operations specialist, controller. Scary hires, made anyway, one at a time. The proof: a week out of the country, one message home, and nothing broke.

Niche. Pricing. Team. We’ll help you build all three.

Learn More About The Program →

In Her Words

Why She’d Do It Again

Two minutes from the annual mastermind: what changed, and her advice if you’re considering the leap.

Wondering if this would work for your firm? That’s what the call is for.

Learn More About The Program →

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’ve got a brand new house with a brand new kitchen, brand new bathrooms in it, because of Dream Firms. That’s the truth.”

— Lisa Raiche, closing out the film in France

More From The $100K Club

Lisa Isn’t the Only One

Kenesha Coleman

$100K Club

Kenesha Coleman

The Beauty CPA

Read case study →

Michelle Musacchio

4× $100K Awards

Michelle Musacchio

Fit Money CPA

Read case study →

Leslie Murphy

$100K Club

Leslie Murphy

Tax Resolution EA

Read case study →

© Dream Firms. All rights reserved.  ·  Create Your Dream Firm  ·  $100K Club  ·  Privacy Policy  ·  Terms of Use