Helping Accounting Firm Owners Build Firms They’d Actually Buy.
Accounting firm ownership is both rewarding and challenging. Join me to minimize
mistakes, boost profits, and reclaim your time.
How I Help Accounting Firm Owners
Office Hours
Busy season is not the time to go it alone. Book a 30 minute on-demand session for $199 to talk through decisions, workflows, or team challenges as they come up. Real support, exactly when you need it, without long-term commitments.
Personalized One-on-One Business Coaching
Monthly coaching for firm owners ready to grow, systemize, and enjoy their business again.
I help you make faster progress using lessons from building, scaling, and selling my own multi-million-dollar firm and from coaching other firm owners.
Our work focuses on 30-60-90 day action plans that drive meaningful results.
“Learning from someone who has been there and done that was very helpful. Adam helped me think more intentionally about the type of customer I want to serve.” — Michael B., Accounting Firm Owner
Learning Cohorts (Group Coaching)
Small, collaborative groups of committed firm owners.
Cohort meets for four 1-hour sessions, plus 30 minutes Q&A session.
You’ll learn proven strategies for leadership, pricing, and scaling- supported by peers who understand your world.
All content is drawn from a decade of building and exiting my firm and from the insights I’ve gained working with firm owners and others the industry.
“The group discussions and engagement were fantastic. I will absolutely be using the frameworks from the cohort going forward.” — Phil A.
“Hearing different perspectives and approaches from other firm owners was very valuable. The cohort directly influenced changes we’re making around process and pricing. I’d recommend the cohort program 10 out of 10.” — Chad F., Accounting Firm Owner
“Hearing from someone who has been there and done that was extremely helpful. The cohort pushed me to raise pricing and stop haggling with clients.” — Israel S., Accounting Firm Owner
“Listening to other firm owners’ journeys and sharing experiences was incredibly valuable. The cohort gave me the confidence to focus on raising pricing and hiring. This program was a 10/10 for value.” - Amber L. Accounting Firm Owner
“The cohort program was a 10/10 experience for me. Workflow, tech, and pricing were the biggest takeaways, and he pushed me to think much more intentionally about how I plan and run my firm.” - John J., CPA Firm Owner
“The cohort program was great. Hearing the other members’ experiences and perspectives was incredibly valuable. This program has had an immediate impact on my firm.” -Jeffrey C., Accounting Firm Owner
“The cohort program pushed me to make real decisions instead of just thinking about improvements. It has had a direct impact on how I run my firm, from systems to ownership of my time and priorities.” -Daniel, CPA Firm Owner
The Firm Collective Community
A coaching focused community for accounting firm owners to learn, connect, and grow together. Twice a week office hours and group coaching sessions.
Interested in learning more?
Let’s talk about your firm.
Contact me and to learn more.
About Adam Shay
I am a CPA, MBA, dad, husband, entrepreneur, lifelong learner, and teacher. I have been teaching entrepreneurs since 2010.
I love the game of business and the opportunities it provides. I achieved a multi-million dollar exit from my primary business in June of 2023.
Today, I continue to consult and advise owners of small to medium sized businesses. My passion is educating them and helping them achieve their goals.
