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.
This process typically takes 7 – 9 months when not sucked under by compliance work. Please email me at firstname.lastname@example.org so we can outline your objectives, understand scope, and have price options that will be worth it to you.
Double Your Fees and Halve Time at Your Desk – $11,000
Is your accounting practice 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 instruction, guidance, and accountability combine to increase your profitability while decreasing your workload. You’ll feel more confident and happier, too. Space is limited.
Create High-Value Advisory Services Quickly – $7500
Add tax strategy, cashflow forecasting, and scenario planning to your bookkeeping and compliance services, without taking on a Controller or vCFO role. Perfect for the CPA who wants to offer more value to their clients, Advisory is a powerful and profitable addition to your services, while meaningfully moving the needle in your clients’ businesses. 6 weeks.
Create Advisory Services >>
Get Your Pricing Right – $2500
Do you know you’re undercharging, but scared your clients will head for the hills when you inform them your rates have gone up 50%? 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 on Zoom with 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? 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.
Still not sure what is right for you?
Email me at email@example.com to determine which next step makes the most sense.