Coaching Options

for Solo CPAs and Boutique Firms

Stop trying to do it all by yourself – you’re burning energy and losing time.

Designed to pay for themselves fast, the coaching options listed below cover what CPAs need help with most: pricing, designing advisory services, and focusing on a niche or industry.

To ask questions, find the right fit for you, or get started, email me at or contact me here.

Become a High-Margin CPA Firm – $22,000+

Is your successful CPA firm so caught day-to-day operations that high margins and real growth escape you? My seven month 1-on-1 private coaching program will give you the expertise and accountability you need to get out of minutiae and building a highly profitable business, while getting your time back.
Please email me at so we can outline your objectives, understand scope, and have price options that will be worth it to you.
Email Me>>


Double Your Fees and Halve Time at Your Desk – $11,000

Are you a solo CPA caught in a time-sucking trap with no apparent way out?  Take heart: change the right things and in the right order, and soon you will have a highly profitable practice, and your life back. Four months of 1-on-1 coaching, guidance, and accountability combine to increase your profitability while decreasing your workload. You’ll feel more confident and happier, too. Space is limited.
Apply now>>


Create High-Value Advisory Services Quickly – $7500

Are you sick of hearing “Become a Trusted Advisor!” with no practical guidance on how to create Advisory Services? In 6 weeks of 1-on-1 coaching, you can add tax strategy, cashflow forecasting, and scenario planning services to your portfolio, without taking on a fractional Controller or vCFO role. Perfect for the CPA who wants to offer more value to their clients, and meaningfully moving the needle in their clients’ businesses. 
Create Advisory Services >>


Get Your Pricing Right – $2500

Do you know you’re undercharging, but scared your clients will defect if you raise your rates? Get off hourly billing forever, and replace it with flat-rate, subscription, value-based pricing. Designed to get your current prices up to where they ought to be, and to get your prospects coming in at higher prices, you’ll walk away confident quoting high-margin prices for the same work you are currently giving away for free. 3 hrs 1-on-1, on Zoom. Prep work, a follow up meeting, and email access in between.
Get My Pricing Right>> 


Single Coaching Session – $495

Not seeing what you need in the above, but need expert advice to get you unstuck, now? Ask me anything about your business in a 1-on-1 coaching call. You will get clear answers that you can move on, right away.
Book Now>>


Still not sure what is right for you?
Email me at to determine which next step makes the most sense.

“I was working stupid hours, and not even sure I wanted to do tax anymore. Now, I know exactly what kind of work I want to do and who I want to do it for. The packages we designed I feel really good about – I know exactly what I am selling, and I’m confident in the price. And I can see how my dream of writing a book fits into this whole picture – I was feeling defeated but now I have hope again!” 
Ellen Humphrey-Allen, CPA

Want to increase your revenue right now?

Get my free 5-day email course:
Better Pricing Strategies for CPAs.

Fixing how you price is the single fastest change
you can make with the largest impact.