After decades of communicating and strategizing with thousands of accountants, and facilitating hundreds of practice sales, we are keenly aware of the difference between a CPA firm that runs well and CPA firm that operates at a level of greatness. This program isn't for any CPA though and interested CPAs will need to apply. If you are entrepreneurial and open to new ways of doing business, then we have the insight you need to realize a multitude of returns. At the core of our philosophy is that CPAs have an opportunity, and a duty, to help their clients run better businesses. We'd love to help you run a better CPA firm.
Well managed firms allow owners to earn a significant income and enjoy significant time off. This program is designed to help CPA’s implement successful strategies in order to transform their firms over time. Our vision is to create a community where people can experience continual improvement over several years.