Cohorts for Accounting Firm Owners
(And Owners to be)
You do not have to figure this out alone.
Each cohort is a focused group of accounting firm owners committed to building better firms.
Who It’s For
Accounting firm owners and owners to be who:
Want structured progress but don’t need full 1:1 coaching.
Value learning from other owners.
Are ready to implement, not just listen.
Want focused work on improving people, process, pricing, and tech.
Want to learn from someone who has lived the decisions you’re facing.
If you want steady progress and fewer fire drills, this is for you.
What We Focus On
We focus on levers that drive firm performance:
Pricing. Charge you worth and stop carrying legacy pricing.
People. Hire, delegate, and build accountability to help you scale.
Process. Repeatable processes and workflow to simplify how the firm runs.
Technology. Utilize tech to work more effectively and efficiently.
Clients. Attracting and retaining the right clients.
Everything we do ties back to one objective: build a better firm.
If you feel too busy for this, this is for you.
How It Works
Four 1-hour sessions followed by 30-minute live Q&A.
Worksheets and action between sessions to ensure progress and results.
You leave with decisions made and actions underway.
Why Cohorts Work
Hearing how other firm owners are solving similar problems accelerates progress.
You see what’s possible, avoid mistakes, and stop feeling like you’re the only one dealing with an issue.
Shared experience creates momentum.