Proven Systems
So You Take Home $250K Per Year

Proven Systems So You Take Home $250K
Per Year

I help Accountants and Partners build connected, scalable firms that work for their lifestyles.
Get actionable tips every Friday to improve your firm’s tech, team, and trajectory.

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ABOUT ME

After spending half a decade at a Big4, I launched a virtual CPA firm in 2017, serving clients coast to coast. After building for four years, and learning a lot along the way, I exited my firm. I now work with accountants and partners who want connected and scalable firms that fit their lifestyle.

There are three different ways I can help

1

The Firm You Want Weekly Newsletter

Every Friday morning, you'll receive actionable tactics to improve your tech, team and trajectory.

2

1:1 Trajectory Strategy Session

Free in depth Zoom call to focus on what is holding you back from leveling up your firm ($500 value).

3

Tactical guides to short cut growth

Templates, guides, and instructional videos to launch tiered pricing, drop timesheets or upgrade your tech.

Recent issues of The Firm You Want Newsletter

Sending one high-impact firm tip every Friday Morning.

Join 1100+ leaders that are improving their firms’ tech, teams, and trajectory.

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