I was desperate to work with an accountant who could help me forecast growth for our 7-figure business.

But our accountant was so overwhelmed delivering reports and returns that she was too busy to be enormously helpful.

She had the knowledge to answer my burning business questions, but not the time. She was too busy for too many clients to provide expertise.

She was, I discovered, not unique.

I encountered CPA after CPA who had the enviable skill of storing a Google’s worth of tax code in their brain and an incredible knack for puzzling through complex tax solutions, yet no time to offer more valuable services to their clients.

Talented accountants are considering quitting the profession because they struggle to run their own businesses in ways that allow them to use their genius and work a reasonable schedule.

I was intrigued by this problem.

Not one to wait on the sidelines, I set out to find a solution.

I discovered three strategies that transform overworked accountants’ lives and now I help them:
✔ Move from being a generalist to a specialist

✔ Create upfront, high-margin pricing with a focus on value creation

✔ Shift from delivering reports to solving problems for business owners.

When I help overworked CPAs implement these strategies, their business gets easier.

Their revenue increases.

We disengage not-great-fit clients, freeing up time. They feel a load lift off their shoulders.

As a client recently shared, “You’ve helped me build my business in a way that allows me to do what I love, which is talk about money and give great financial advice.”

As we’ve worked together to transform her business, she doesn’t work 80 hours a week for 200 clients anymore. She works 15 hours a week for a dozen clients, still takes home six figures (after taxes), and she uses her deep well of experience to help her business-owning clients make better decisions. Those clients pay her a premium for the value of her guidance.