Membership Course Catalog

Start your Practice Advancement Journey with this foundational course. Examine seven key areas of your practice to identify gaps, assess current status against defined ideals, and lay out a prioritized, strategic execution plan. This course is for all-size firms from solopreneurs to small firms to client accounting service (CAS) divisions in CPA firms.

It is imperative that you find calm in the storm when priorities shift and know how to gather, assess, organize, and prioritize your tasks at hand. With focus and understanding, you can identify the task with the highest return, and see it through from start to finish. Learn how to conquer task overload, achieve and maintain a clean inbox, harmonize work and life, adopt extreme intentionality, and maximize production. This course is for solopreneurs and firms of all sizes.

Defining the right pricing model is an ever-increasing challenge for bookkeepers, accountants, and CPA firms. Gain the knowledge to effectively and strategically price cyclical bookkeeping, accounting, and advisory services in a proven 3-tiered model that allows for standardization of services, scope-creep management, and simplified client billing.

Having a vision statement for your business—and for your life lays the foundation to reach your goals and future plans. A vision statement is a guiding beacon for when you need to make corrections in order to stay on track to your intended destination. Whether not yet defined or needing to build your current vision into a purpose statement and mission objectives, the Ideal YOU workshop will map out your vision and growth trajectory and explore the story that brought you to where you are today. 

Work with your peers in this group-coached experience to:

- Collaboratively clarify your narrative

- Confirm that your vision statement speaks to your WHY

- Maximize team & client awareness and adoption

- Infuse your vision into your branding, your goals, and your daily work experience.

"Do what you love and you'll never work a day in your life" What if you could craft your practice around a service that brings wealth to your client while fulfilling your inner passion? Take a reflecting self-inventory of everything you know and identify your natural strengths and the talents that fill your cup. Learn to infuse this calling into the services within your practice in alignment with your Vision, Mission, and Purpose, with clear and communicative value for your clients, and that empowers you to lean in, grow, and take ownership of the outcomes. This Ideal Services Workshop pushes you across the finish line on this challenging goal. 

Work with your peers in this coached experience to:

- Collaboratively clarify your ideal services 

- Craft them into a tiered pricing model

- Build a scalable, sellable practice

- Create a transition plan from your current services to your ideal services.

What percentage of your clients would you consider "ideal"?  If your answer is anything less than 100%, or you're not sure what your definition of an ideal client is, or perhaps you can't say "no" to new clients that aren't ideal, then you're in the right place.

In this course, you will define exactly what your ideal client looks like into a profile that encompasses niche, target market, personality and leadership styles, and most importantly, alignment with your vision.  You'll use tools to score your current client base against your ideals and develop a plan to curate your base to perfection.  Achieving the ideal client base is one thing, but maintaining that ideal takes intention and dedication. By creating a maintenance plan, you will be able to surgically craft an ongoing ideal client base that aligns with your vision, provides the revenue you desire, and makes each and every day a great day to go to work.

A solid marketing plan is a roadmap that gives you strategies, costs, and anticipated results. Learn how to create a marketing plan that will take the guesswork out of your efforts and align with your ideal clients at each level of service. Fine-tune your marketing investment through specific measurables to ensure the highest returns. You can realistically aim for a 6-10x return on marketing spend—a high benchmark that is very achievable.

Accountants that handle sensitive client data are often the target of cybercrimes. This increased risk is supported by evolving regulatory actions including the IRS 4557 guidelines, cyber security mandates, and the state-based introduction of safe harbor laws. How is your firm managing risk in line with these guidelines? Are you IRS 4557 compliant? Explore the eight most common cyber threats to be aware of and outline a holistic approach to cyber security which covers technology, team training and compliance. Understand the risks and learn how to be secure and compliant in today’s cloud-based environment.