Do you relate to the following statement?

“Yes I know I know I need to raise my prices, fire bad clients, reform my systems, set boundaries so I work less, but please don’t throw useless clichés at me such as ‘be your firm’s CEO and work on your business not in your business,’ just come into my business and show me how to do it!”

The following is how I engage you in making your life better:

The Program:

Small time and low financial commitment, customized, practical applications made up of small repetitive steps for success and designed to meet you where you are in your practice today.

Time Commitment:

Total Commitment is 4 hours over the span of 4 consecutive weeks in one-hour weekly zoom meetings.

The Price

Total $1,495

If we are good fit...

we’ll pick only one most pressing issue in your firm from the following areas of struggle below, that if improved will help you run your firm better and work on it over the span of 4 sessions.

Six major areas where most firm owners and solo practitioners struggle:

Evaluation of current firm reality, your here and now —Let’s stop the bleeding, triage exercise

Client Mix Evaluation and what works for you
Time tracking essentials
Client Rating System
Tax vs Advisory Structure
Minimum Client Base
Budget Essentials and Averages for Pricing
Client profitability Analysis

Client Relationship Goals

Create Client Rating System
Ideal and Just Ok Client Goals
Identify High Risk Clients
Address Disengagements and Reforming your client list
Sensitive Topics of Money discussing fees at engagement, raising prices, collection
Firm technology and operating processes
Mindset about Boundaries, Time and Scarcity
People Pleasing and Saying "No"

Specialization is a process and not a destination

Define your specialty
Roadmap to specialty transition
Solid base maintenance
Specialty marketing and systems

Systems and Automation

Must have software for your firm
Must have systems in your firm
Technology is not negotiable rule

Acquisition as a growth strategy

Go over the good, the bad, and the ugly
Non negotiables for firm acquisition
Set expectations for acquisition
Good advice to remember during the process
Financing an acquisition
Acquisition timing

Productivity tools you must have in your toolbox for everyday

A calendar is your best friend
Time Energy Zones
Procrastination hacks
Email management
Day structure
To Do List management
Overestimate your day

Ready To Achieve
Your Goals?