For Solo & Up to 5-Person CPA Firms · $200K–$900K Revenue
Your firm is running you.
It should be the other way around.
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
45 minutes · No pitch · You'll leave with a clear picture of where your time is going
You didn't spend 20 years mastering tax law to spend your days on this.
The Real Problem
You're a world-class accountant trapped in an admin job.
The average CPA works 65 hours a week during tax season — and most of it has nothing to do with tax. That's not a discipline problem. That's a systems problem.
01
The inbox owns your mornings.
New client inquiries, document submissions, repeat questions, scheduling requests — all arriving in the same place with no triage system. You can't start real work until you've processed all of it.
02
Document chasing kills your momentum.
You get 60% of what you need, then wait. You follow up manually. You get another 20%. You wait again. Every return has a version of this story. It's costing you 4–6 hours per client you'll never recover.
03
Cash flow is unpredictable and fragile.
No retainer model. No automated billing. Clients pay when they feel like it. You invoice after the work is done and then wait 30–60 days. Your revenue spikes in April and dies in May.
04
You have services clients don't know about.
You get 60% of what you need, then wait. You follow up manually. You get another 20%. You wait again. Every return has a version of this story. It's costing you 4–6 hours per client you'll never recover.
05
You're undercharging and you know it.
Industry data shows one-third of CPA firms charge below $500/month for bookkeeping — what experts call "danger territory." You're doing too much for too little. The fix isn't working harder. It's building the systems that justify charging what you're worth.
For Solo & Up to 5-Person CPA Firms · $200K–$900K Revenue
Same firm. Same owner. Same clients.
Completely different numbers.
New fractional CFO client added $104K
Underperforming employee identified & removed
$104K new revenue + $36K saved
Raised from $185 — zero pushback
Strongest position in a decade
— Devereaux & Co, 4-person CPA firm, Jackson MI
What Changes
Same firm. Same expertise.
Completely different way of running it.
We don't change how you do accounting. We systematize everything around it so you can finally do accounting.
Before
New client calls to schedule. You play phone tag. They wait. Sometimes they leave.
Onboarding is verbal. No consistent kit. Every client starts differently.
Email inbox is a mix of everything — urgent, junk, and waiting on you — with no filter.
You chase missing documents manually. Multiple emails. Multiple calls. Per client. Per year.
Billing happens after the work. Clients pay slowly. Cash flow is guesswork.
New clients come from referrals only. No outbound system. Growth is passive.
After
Clients book directly from your website. Confirmations and reminders go out automatically.
Every new client gets a standardized Welcome Kit — document checklist, engagement letter, payment link.
Email is triaged by priority. Urgent matters escalate. Routine questions get handled without you.
Document collection runs on a system. Follow-up sequences handle the chasing for you.
Retainer and recurring billing stabilize your cash flow. You stop guessing and start planning.
A proactive outreach system identifies and contacts prospects who fit your firm. Your pipeline grows while you work.
This is what your firm looks like when systems do the work.
"I had no vision. We were living deadline to deadline. I was exhausted. Today, interruptions are minimal. We're current on invoicing. Things go out the door faster — with one less employee. You gave me my life back."
— Ross D., CPA & CFP · 40 years in practice · Jackson, MI
The Process
Built in weeks.
Not months. Not someday.
We move fast because we've done this before. Ross's firm was the prototype. Yours is the next build.
01
The Practice Audit (Free)
Free · 45 Minutes
We map exactly where your firm is losing time and revenue. 45 minutes. You walk away with a clear diagnosis — whether we work together or not.
02
The Optimization Roadmap
PRIORITIZED · SEQUENCED
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 size and revenue.
03
Implementation + Accountability
ONGOING · HANDS-ON
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.
What the engagement covers.
Operations
Workflow & SOP Restructuring
We audit and rebuild your firm's processes so they're documented, consistent, and don't depend on you remembering everything.
Communication
Client Communication Systems
Structured intake, automated reminders, and follow-up sequences that eliminate phone tag and document chasing.
Revenue
Billing & Cash Flow Optimization
Retainer models, automated invoicing, and payment systems that stabilize your revenue and end the feast-or-famine cycle.
Scheduling
Time & Schedule Architecture
We restructure when and how clients access you, creating protected blocks for billable work and strategic thinking.
Team
Team Delegation & Accountability
Clear roles, reviewable SOPs, and systems that let you audit your team's work without doing it yourself.
Strategy
Revenue & Pricing Strategy
We identify underpriced services, cross-sell opportunities, and the operational foundation that justifies rate increases.
This is built for a specific kind of firm.
We move fast because we've done this before. Ross's firm was the prototype. Yours is the next build.
Good Fit
Solo to 5-person CPA/accounting firm, $200K–$900K in annual revenue
You're technically capable and want to grow — but admin chaos is blocking you
You offer tax, bookkeeping, payroll, or advisory but clients don't know everything you do
You're open to a retainer/subscription billing model to stabilize cash flow
You want a partner who stays involved — not a consultant who delivers a deck and disappears
Not Fit
You're not willing to document your current workflow (we can't build without it)
You're looking for a quick fix or a tool that runs itself with zero input from you
You're satisfied with your current revenue and have no growth goals
You want 50 new clients in 30 days — we build sustainable systems, not unsustainable hype
The Free Practice Audit
45 minutes.
Clear answers.
Tell us about your firm and we'll show you exactly where you're losing time and what the highest-ROI fix is. No pitch. No deck. Just a direct conversation between people who've been through this.
FREE · NO OBLIGATION · 45 MINUTES
Get Your Practice Audit
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.
Your information is never shared or sold. This is a real conversation with a real person — not an automated sales sequence.
Helping CPA firm owners build practices that run without them.