 |
 |
CPA & Consultant for Accounting Firms
I'm behind on my BHAG, Webinar Thursday 9/24 to help
Happy Frye-Day.
First, I want to say: Happy extension season! I hope you made it through the 9/15 deadline smoothly and are feeling well-prepared for 10/15.
I have to admit, I'm running behind on my Big Hairy Audacious Goal (BHAG) for the year: helping firms add $10 million in top-line revenue. When I set that goal, I didn't anticipate joining Canopy and shifting a major focus there. However, leading webinars and interviewing industry experts like Darren Root and Jason Staats has been an incredible experience, one that would have taken years to build independently.
This work continues to fuel my passion for helping the accounting profession evolve, making practice growth and service delivery more innovative and seamless for everyone involved.
What I keep seeing in consulting
Through my work with regular consulting clients, it became clear that firm owners need a structured framework to generate leads and scale predictably.
In sales and CRM systems, it's helpful to distinguish between key stages:
- Lead: A potential client who matches your target profile and might be qualified to buy, but has not yet been deeply vetted.
- Qualification: Making sure the person you're talking to is willing and able to buy and you are able to provide the services they need.
- Opportunity / Deal: A fully qualified prospect with active engagement, identified needs, and defined next steps in your pipeline.
Once you start generating qualified leads and moving them into active opportunities, service delivery must scale alongside sales. Sales and operations are two sides of the same coin. That's why I created the Growth & Operations Playbook.
This playbook consolidates insights from 15 years in accounting, ongoing client engagements, and best practices borrowed from top sales organizations at my own practice, Pilot, Bench, and Puzzle. Built into an actionable workbook, it guides you step-by-step from defining your firm's high-level vision down to setting weekly execution goals (similar to EOS/Traction concepts).
Because one-on-one consulting isn't always accessible or scalable, I'm hosting a live, interactive session to walk you through the entire framework.
What the hour covers
Live Webinar: Growth & Operations Playbook Walkthrough. Thursday, September 24, 12:00-1:00 PM Mountain.
I'll walk the Foundation pages first: your long-term vision, your 3-year business vision, and the 13-week commitment you sign your name to. Then the weekly rhythm: 10 minutes every Monday to set your revenue goal and Top 3 priorities, 15 minutes every Friday for a cash flow snapshot. Then how work actually comes in, marketing versus sales and the funnel between them.
Twenty minutes at the end is yours. Bring your own numbers and we'll work through them live.
| Save your spot for Sep 24 |
If you're looking to scale your accounting practice efficiently, or know someone who is, I'd love for you to join us and ask any questions live. See you there!
Luke
Connect on LinkedIn · Book time