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Click the button to schedule a short call. Let's see how this might make sense for both of us to pursue. 

Happy Client - Happy Life.

I heard this when I first started working with accountants, they seemed very content staying in their lane. Once they did cross over and help their clients solve some Top Line problems - they never looked back.

"I am not trained to help market and

grow other businesses."

I get it.


BUT, if you had a step-by-step plan. With Videos, examples and tools to do the heavy lifting. You can absolutely do it. You might choose to have the client go through the content on their own. And then set regular review meetings. Where you guide then.


On top of that, I am going to show you just how to do it. I'll create the messaging that shows the clients how incredibly valuable this plan is. I've always said that if you have an accountant advisor who was able to pick up the knowledge and execution to also advise on business growth, it wouldn't be 1+1=2. NOPE. It'd be 1+1=3


There is a factor that you can't put a value on it.For the first time in your clien't life, they will have continuity. Instantly you'll know the tax implications of what you are doing on the front end of the business.

I'll give you the system. The training your clients need.

I'll give you the tools your clients will need.

I'll set you and your clients up with the tech that may be added.

Your clients trust you. You are already helping them save money. You are helping them stay compliant with state & federal codes.


You are positioned perfectly to advise them on the growth side of the business.

Want to help your clients make more money and get paid well to do it?

By saying 'yes', you'll:

  • Deepen your relationship with your clients and serve them better.

  • Because you'll be advising them on top line AND bottom line growth... the'll never leave you.

  • It's another revenue stream for you. Which can also even our YOUR cash-flow throughout the year.

  • You'll have NO competition.

Accountant or Bookkeeper?

Are you an


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