For Solo & Up to 5-Person CPA Firms · $150K–$700K Revenue
Your firm is running you.
The average CPA works 65 hours a week during tax season. Most of that time isn't billable. It isn't strategic. It's the firm running on you instead of systems.
"I had no vision. We were living deadline to deadline. I was exhausted. You gave me my life back."
— Ross D., CPA & CFP · 40 years in practice · Jackson, MI
You became a CPA because you're good with numbers, you like solving problems, and you wanted to build something of your own.
But somewhere along the way, the firm started running you instead of the other way around.
The inbox runs your morning. Client calls fill every gap. Admin tasks pile up because there's no one else to do them. And the strategic work — the work that would actually grow the firm — never gets touched.
You're working 60+ hours a week and most of it isn't billable, isn't strategic, and isn't sustainable.
Sound familiar?
A clear, proven process — not more theory.
01
The Practice Audit
Free · 15 Minutes
We map exactly where your time is going — billable vs. admin vs. firefighting. Most firm owners are shocked by what they find.
02
The Optimization Roadmap
Prioritized Plan
Based on your audit, we build a prioritized plan to eliminate the biggest time drains in your practice. Not theory — a sequenced set of changes tailored to your firm.
03
Implementation + Accountability
Ongoing Support
We work together to execute the roadmap. Weekly check-ins keep things moving. You'll reclaim hours every week — hours for billable work, growth, or your family.
I started my career as an investment accountant at State Street Bank and later became a financial data mining analyst at PricewaterhouseCoopers. I know the world you operate in.
Over 30 years, I've owned five businesses — built two to seven figures, turned around a cash-stressed operation, and learned the hard way what works and what doesn't.
The through-line in every one: the businesses that grew were the ones where I stopped being the bottleneck.
I built Deliberate Achievement to help firm owners do the same
thing—faster and without the expensive mistakes I made along
the way.
What Firm Owners Say
"I had no vision. We were living deadline to deadline. I was exhausted. You gave me my life back."
Ross D., CPA & CFP
40 years in practice · Jackson, MI
Every week you wait is another 60+ hours spent on work that isn't growing your practice. The Practice Audit takes 15 minutes and costs nothing.
Helping CPA firm owners build practices that run without them.
© 2026 Deliberate Achievement LLC