ABOUT

I started my accounting firm in 2010, three weeks before our first son was born.

I was confident I could build something on my own terms but I did not fully understand what it would demand.

Over the next decade, I grew the firm into a multi-million-dollar practice. We hired, scaled, raised prices, made mistakes, and learned.

In June 2023, we sold the firm.

The sale was a milestone but what shaped me more than the exit was the journey: the pressure of growth, the weight of leadership, the constant tension between opportunity and burnout.

I learned that growth alone does not build a better firm, intentional decisions do.

Today, I work with accounting firm owners who want to build better firms without losing themselves in the process.

Stay in the loop.

If you run an accounting firm, you know how easy it is to get buried in the day-to-day.

This is where I share what I’m noticing across firms, ideas I’m thinking through, and questions worth asking as you build your practice.

TESTIMONIALS

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    Andy Frye

    Serial Accounting Entrepreneur

    “Over the years we've known each other, I've seen Adam teach hundreds of people, including myself, how to become better entrepreneurs while also striving to become better people.

    “Adam possesses a unique blend of financial intelligence (he's a CPA & MBA, after all), proven track record of getting results, technological proficiency, ability to lead people, and desire to make a positive impact in the world.

    “He leads by example and inspires those around him to become the best versions of ourselves. You'll be lucky to learn alongside Adam, no doubt!”

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    Chad F

    Accounting Firm Owner

    “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.”

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    Phil A

    “The group discussions and engagement were fantastic. I will absolutely be using the frameworks from the cohort going forward.”

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    Israel S

    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.”

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    Amber L

    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.”

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    John J

    CPA 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.”

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    Jeffrey C

    Accounting 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.”

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    Daniel

    CPA Firm Owner

    “Adam 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.”

How I help accounting firm owners

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    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.

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    COHORTS

    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.

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    COMMUNITY

    A coaching focused community for accounting firm owners to learn, connect, and grow together.

    Twice a week office hours and group coaching sessions.

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    PODCAST

    15-minute conversations with accounting firm owners and industry experts about what’s working, what’s not, what’s changing, and what it means for you.

    Accelerate your learning curve in just 15 minutes a week!