Scale Your Accounting Firm to $10M and Beyond
Or prepare it for acquisition
I help accounting firms with $1M+ in revenue optimize sales and operations through clarity of process and implementing technology—CRMs, practice management tools, and AI.
Modernize Your Firm.
Maximize Your Value.
I take the best practices from tech startups and apply them to accounting firms. Whether you're scaling to $10M or preparing for acquisition, I help you build the systems that create real enterprise value.
Sales Systems & Process
Most accountants are proud to only get referrals—but that limits growth. I help you build repeatable sales processes that scale without sacrificing the quality relationships you're known for.
- Sales process design & optimization
- Value-stream mapping
- Pricing strategy & packaging
- Pipeline management systems
Operations Optimization
Overcapacity with too much work? Undercharging so you can't hire? I help firms create clarity in their operations so they can scale without burning out.
- Workflow design & documentation
- Service line optimization
- Capacity planning
- Standard operating procedures
Technology Implementation
From going paperless to AI-powered workflows, I help firms implement the right technology stack. CRMs, practice management tools, call recording, and automation that actually gets used.
- CRM setup & configuration
- Practice management tools
- AI integration & automation
- Call recording & insights
Growth Strategy & Coaching
What do you actually want? A $10M firm? An acquisition? A lifestyle practice with 20-hour weeks? I help you get clear on your vision and build the roadmap to get there.
- Vision & goal clarity sessions
- Growth roadmap development
- Acquisition readiness assessment
- Ongoing advisory & coaching
Business Analysis Deep Dive
A comprehensive one-month engagement to diagnose your firm's challenges and opportunities. Full business analysis with actionable recommendations and implementation support.
- Complete business assessment
- Revenue & profitability analysis
- Competitive positioning review
- Strategic recommendations
Content & Marketing Systems
Turn your client calls into content. Build systems that capture insights, generate social media prompts, and establish thought leadership—without adding hours to your week.
- Content strategy from client insights
- AI-powered content generation
- Social media systems
- Thought leadership positioning
Tech Sales Meets
Traditional Accounting
I got my accounting degree because I was afraid of not finding a job after college—and because it was hard for others but came naturally to me. My someday retirement job is becoming an accounting professor. But for now, I'm doing something different.
Most of my last 10 years has been in "front of house" roles—anything where you talk to people. Sales is just education. I tell people about accounting, why they need it, and how it works.
What I really love is helping other accounting firms. The biggest thing? They need help with everything. My strategy: take the best of sales, tech, and process operations from the startups I've worked in and apply them to traditional accounting firms.
Most accountants don't respect sales or marketing and are proud to only get referrals. That's great—but it limits growth. I help firms break through that ceiling.
Have a Question?
If you prefer not to book a meeting, leave your question or request here and I'll get back to you via email.