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FreedomIs this where you want to be?

We coach accounting and bookkeeping professionals on how to build the firm that they want. We teach them how to take their profit first in their business. We teach other professionals how to have their ideal practice. Many professionals want to get high-level advisory services in their practice but are too busy putting out “fires” in their business to do so. I coach them how to transition to that model.

  • In a practice that is overwhelming and there is just not enough time in the day
  • AND/OR Working in their own business for multiple clients and being underpaid and undervalued
  • Feeling micromanaged by their clients
  • Feels like they cannot change anything in their business
  • Feels like they are only putting out fires for their clients and in their business
  • Not having any quality time for themselves or their families

It is just not a fun way to run a business. In fact, it's soul-destroying.

How do I know? I have been where you are. I was able to escape the hamster wheel and transformed it so well I can step away from my business. I have transformed from a compliance firm to an advisory firm. I have very few deadlines, which means I can take vacation between January and April with no issues.

I provide step-by-step guidance on how to build your ideal firm. I provide guidance on how to take your profit first. You have an accountability partner every step of the way to provide support and guidance for your journey. We dig deep into your practice to solve all the bottlenecks in your business.

It’s really about getting you to see what your business really can be. It does not have to hold you hostage in your life.