Join the Revolutionary "10-Days to Closing a Tax Plan" FREE Challenge | JOIN NOW
Build, run, and grow your accounting firm with confidence.
Coaching, courses, and resources designed to elevate your value, save time, and put you back in control of your firm
- Make better decisions.
- Build a business you love.
- Become indispensable to your clients.
Business Coach for Accountants
It’s time to transform your accounting practice once and for all.
In accounting and tax planning, growth is a byproduct of your success. Those wins are exciting and leave you hopeful and thrilled for the future. But alongside those accolades come the daily grind of running a business—serving clients, growing your team, building systems, and all the other things you need to succeed for the long haul.
Let’s face it. When you get a degree in finance or accounting, even the best academic arenas don’t spend enough time showing you how to do the work and operate a business you love at the same time.
In my time running my firm, I’ve made mistakes and learned best practices along the way. Now, my focus is packaging and passing those insights on to you and other accountants.
So whether you’re at your wit’s end (I’ve been there) or seen success and feel stuck (yep, been there too), you’ve got this. Together, we can ensure you build a sustainable, thriving, business you love.
Access the tips, tools, and insights I’ve used to scale my firm.
After building my business and serving on committees like the Intuit Tax Council and Forbes Finance Council, I’ve created the communities and services I wish I would have had when getting started in my accounting firm.
Free accounting and tax planning resources designed with you in mind.
You’re great at balancing their books.Yes these ideas and best practices to bring balance to your professional (and personal) life too.
Ready for something more?
Schedule a Call
We’ll identify a plan for success
Get to work and see results
Live Challenge: 10 Days to Closing a Tax Plan
It's finally time to monetize your tax advice. The next tax season is fast approaching, and whether you have been giving away free tax tips for years or just need some accountability or encouragement in the process, this challenge is perfect for you!
CCTA | Certified Concierge Tax Advisor | a tax planning masterclass
Learn about tax strategies and the dos and don'ts in a 6-month hybrid course that includes 18 CPE.
First 3 Thursdays of the month
11 am CST
Online zoom meetings and our educational portal
CCA | Certified Concierge Accountant Mastermind
Led by Coach Chuck Bauer and Coach Jackie Meyer CPA. It’s all about best practices and boundaries at any accounting firm. Jackie shares some insight on how tax planning transformed her firm, but you do not need to be a tax planner to take this class. The other topics focus on client guidelines, communication protocols, sales tactics, and encouragement to take your firm to the next level of efficiency!
2:00 PM CST
Running a successful accounting firm isn’t easy.
What we do is not for the faint of heart. It’s challenging to deliver day after day in a way that demonstrates your value. Without systems and structure in place, doing something you love can easily lead to frustration and burnout.
Unsustainable hours. Razor-thin margins. Clients who just don’t get it. I’ve experienced it all and want something better for you.
Your business should feel like a playground, not a prison.
Without a strategic plan in place, that business you started with hustle, zeal, and a few dollars (that used to give you life) is suddenly draining your mental and physical health.
I want you to have time—and freedom—for what matters most. Kids. Family. Friends. Hobbies. With determination, guidance, and the right suite of tools, you can have time and energy for all these things, plus a thriving practice too.
Schedule a Call
Whether you are getting started as a tax strategist or need to scale your successful firm to the next level, join this free strategy session to identify gaps and capitalize on your growth opportunities.