Did tax season almost kill you?
You probably have too many clients, too many kinds of clients, at too low prices.
I can help you fix the above and get your firm back under control.
Want my best tips?
Panic dreams are the worst.
You wish you could stop waking up in the middle of the night wondering if you checked that box.
You wish you could work less, but you can’t let go of clients without letting go of revenue.
You want to switch software to get more efficient, but the size of the transition scares you.
“I went from overwhelm levels at DefCon 10… down to ‘chill’ in one year.
I used to work 55+ hrs/wk inside tax season and 30 hrs/wk outside tax season. Now, I work 40 hrs/wk in tax season and 15 hrs/wk outside tax season. My take-home pay is the same. Things are mellow; I am getting used to it.”
Listen to my podcast interview with Melissa Downs, EA »
You want to work less.
But there’s work to be done. You’ve tried new software, hiring, adding clients, and raising prices 20%, but you still work 55 hours a week.
It’s frustrating.
You’re tethered to your desk
Your hours are going up, not down
You chase clients for documents
Your staff chase you for answers
You get sucked into monkeying data
You can’t take a vacation without bringing your laptop to run payroll
You try to find the path to working less, but your brain spirals, and you can’t see how to break out of the cycle
What you want feels out of reach
You want to be able to breathe.
And you want time, freedom, autonomy, and independence. That was the point of starting your firm.
You want:
Clients who behave
Staff who know how to do their jobs
Only do reviews
Days that run smoothly
To work 35 hours a week during tax season, 25 hours a week outside it
A totally-checked-out vacation
A peaceful accounting practice that runs with less energy from you
Stop selling “services” and “work.”
Start selling the value you create.
The bad news: the accounting industry lies to you.
They teach you that time and work create money, no one values compliance, and stressing out working long hours “is just how it is for accountants.”
But that’s wrong.
The good news: value creates money, compliance is valuable to the right buyers, and there’s simply no need for stress or long hours.
I’ll teach you how to:
capture the value you already create for clients
communicate value so clients appreciate you
price better so you make more money
disengage clients holding you back
feel ok working less (overachievers, I’ve got your number :)
You don’t need to work more.
To create more value and more revenue, you need to work less.
The accounting industry has it all wrong.
Create value for clients, price effectively, and deliver efficiently—that’s how to increase revenue and decrease hours. You don’t have to hire anyone new to get there.
There are two ways I can help,
depending on how much money you want to invest and how much support you want.
DOWN TO 40 HOURS – The Book
The client-tested guidance inside Down to 40 Hours will model how to shift your practice and work four days a week while bringing in more than six figures in revenue.
$9.99
PEAK FREEDOM – THE COMMUNITY
For solo and small accounting firm owners who want to create a firm they love that includes freedom, time, revenue, and independence. Plug into a community of your peers who want a smoothly running firm without scaling, grinding, hiring, or reducing profit.
$197/mo
Imagine getting down to 40 hours.
Then 35 hours.
Then 25 hours.
Then 15 hours.
Without losing revenue.
Or hiring, if you don’t want to.
Sounds impossible, right?
“I work 15 hours per week and take home almost $200K, with one part-time contract bookkeeper.”
Listen to my podcast interview with Erica Goode, CPA »
People around you say it’s impossible.
When you dare float the idea of working less to your colleagues, you get:
Mocked. “What makes you so darn special?”
Morally schooled. “If you’re not hustling, you’re lazy.”
Shunned. “Maybe you’re not a fit for our meetings anymore.”
Reminded you can’t. “If that were a smart idea, everyone would be doing it.”
Dismissed. “That’s a lifestyle business. You’re just a mom with a side-hustle.”
You feel alone, and maybe you wonder if you’re a little crazy.
We have proof that it’s not impossible.
Of course it’s not impossible. It’s just that you’ve been indoctrinated by old-school thinking.
“The best decision I’ve made for my practice in 13 years of being in business.”
Listen to my podcast interview with Julie Powell, CPA »
“My prices are 3-5x higher than when I started.
I wondered if the investment would pay off. I took a leap of faith and put it on my credit card. I’ve been in for 6 rounds, and it still pays off every round.”
Listen to my podcast interview with Sheila Hansen, CPA »
“I just got back from an 11-day vacation without cracking open my laptop.”
Listen to my podcast interview with Minnie Lau, CPA »
“I went from 65 hrs/week to 55 hrs/wk inside tax season, and from 45+ down to 30 hours outside tax season. I increased prices by a factor of 3; revenue increased 30%.”
Listen to my podcast interview with Hector Cantu, EA »
“I dropped one day a week at my day job as a data analyst. My average invoice is up 25% and client-count is up slightly, (they didn’t go running!), and I’m not working more than last year.”
Listen to my podcast interview with Kathy Hayden, EA »
“I’m making more $$$ in less hours, working only 10-20 hours a week. Tax return pricing included 50% price increases with many signups from returning clients.”
Can’t decide?
I’ve got you.
Get on my daily email list now »
and come back for more later.
But don’t wait another day to change the trajectory of your future.
Life’s too short to live it at your desk.
