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For Accountants

Are you a high volume firm?

Value pricing is a great concept but can you actually implement it without losing clients? It is possible! In 2018 I just had enough. Enough of everything: working 7 days a week during tax season, enough of kids telling everyone "mommy is always working".

When I started this transition for my firm, I joined 3 trainings all at the same time and during tax season. And even though I implemented right away, it still took me 3 years to fully transition. I quadrupled revenue, tripled profit, cut my client list to 1/3 and work 1 day off-season. And my work is even more fulfilling!

Want these results? Let's talk.


Price is the fastest way to raise profit.

So why are we so afraid to raise prices?

When i started my accounting practice, I asked a mentor "How much should I charge?" He said "Come up with an hourly rate, estimate the number of hours it will take you, and there you go!"

That's TERRIBLE advice. Apple doesn't care what its competitors charge, so why should you? Stop giving away your value

Do you want to work with less clients and make more money? You can and I will help you.


Et harum quidem rerum facilis est et expedita.

New Program

Fractional CFO or Client Coaching?

How about both? Due to tech advancements, accounting has been commoditized & devalued so much that clients are willing to pay $5k+/mo for coaching & don't see a benefit in paying $1k/mo for accounting. Yet, we are the best people to provide the support they so need. Why do we keep focusing on quantity vs. quality?
Hire me to structure & implement this process and become the advisor you advertise to be.Let's talk!
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New Program

Team lacks solid bookkeeper skill?

Bookkeeping is the foundation of everything we do as accountants, tax professionals, fractional CFOs & coaches. Since most "bookkeepers" are simply software users, it can take you years to find out they're doing a bad job. GIGO - garbage in, garbage out. Get your team trained in our bookkeeper program (one a "from scratch" & the other one for those with no SMB bookkeeping experience) & get work done right every time.
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New Program

Can't find or retain good talent?

Are you really setting them
& you up for success?

Recruiting has changed post-pandemic & post-Great Resignation & people are more impressed by good work environment, life balance, culture & good leadership. You must have good policies, systems & clear expectations while being a true leader to the team. Hire me to design & create a system to recruit & retain great talent.
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