For Solo & Up to 5-Person CPA Firms
A Clear Process to Get Your Firm Running Without You
No frameworks to memorize. No worksheets to fill out. Just a structured, proven approach to finding where your time is going and fixing it — one step at a time.
01
The Practice Audit
Free · 15 Minutes · No Obligation
This is where we start. In a focused 30-minute conversation, we map how you're currently spending your time across your practice.
Most firm owners discover that 40–60% of their week is consumed by work that doesn't generate revenue and doesn't require their expertise.
What We Map
Billable client work
Administrative tasks (scheduling, invoicing, documents)
Client communication and follow-ups
Firefighting and reactive problem-solving
Business development and strategic planning
This Typically Includes
Identifying and eliminating the top 3–5 time drains
Repeatable workflows for onboarding and document collection
Delegation and automation systems for your firm size
13-week cash flow visibility framework
02
The Optimization Roadmap
Prioritized · Sequenced · Tailored
Based on the audit findings, we build a prioritized roadmap to reclaim your time and restructure your firm's operations.
Every recommendation is sequenced by impact. We fix the biggest problems first so you start seeing results immediately — not after a six-month engagement.
03
Implementation + Accountability
Ongoing · Hands-On
A plan is only as good as its execution. We work together to implement the roadmap — not in theory, but in your actual practice with your actual team.
The goal isn't to create a dependency on coaching. It's to build systems that outlast our engagement — so your firm runs well whether I'm involved or not.
What This Looks Like
Weekly check-ins to keep execution on track
Real-time problem-solving as you implement changes
Adjustments based on what's working and what needs refinement
Clear metrics so you can see hours reclaimed and cash impact
Is This Right for You?
This process is built specifically for:
Solo CPA firm owners or firms with up to 5 people
Annual revenue between $150K and $700K
Firm owners who feel like the business can't function without them
Professionals who know they need to work differently but aren't sure where to start
Ready to See Where Your
Time Is Really Going?
The Practice Audit takes 30 minutes and costs nothing. You'll walk away knowing exactly where to start.
30 minutes · No pitch · Actionable insights you can use immediately
Helping CPA firm owners build practices that run without them.
© 2026 Deliberate Achievement LLC