Build the Tax Firm You’ve Been Dreaming Of
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Your Tax Firm Playbook is an on-demand, step-by-step course to help you grow and streamline your tax firm - without the guesswork.
Get the Resources You Need to Succeed.
Guidance, confidence, and community for tax professionals ready to thrive.
Currently still being developed, join the waitlist today. We plan to have this course available by summer 2025.
Your Plan for Succcess
Join the Class
Enroll in the on-demand course.
Watch The Training
Get access to proven strategies & templates.
Grow Your Firm
Confidently build and grow your firm.
You’re a tax professional - but running a firm can be overwhelming.
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❌ Should you pick a niche market or not?
❌ How do you attract the right clients?
❌ Unsure how to price and position your services?
❌ How do you automate and streamline processes to free up some time?
❌ Not feeling as confident as you'd like on technical tax topics?
You don’t have to figure it all out on your own. This course will give you a proven framework to confidently grow and manage a successful tax firm.
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What’s Inside the Course?
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✅ Client Acquisition & Marketing – Find and attract your ideal clients.
✅ Pricing Strategies – Learn how to confidently price your services.
✅ Onboarding and Tax Prep Workflows – Standardize your process to save time and avoid mistakes.
✅ Automation & Technology – Leverage tools to streamline and scale your business.
✅ Business Growth & Best Practices – Build a firm that is both profitable and sustainable.
âś… Plus more...
âś… Bonus: Watch real-world case studies and behind-the-scenes workflows.
Who is this course for?
When will the course be available?
What if I have more questions?
What is the cost of the course?
Do you also offer coaching?
Learn From an Experienced CPA Who’s Been in Your Shoes
I'm Brad, I’ve built a thriving CPA firm from the ground up, serving thousands of clients over the years. I know firsthand what it takes to create a profitable, efficient, and sustainable tax practice.
Over time I’ve refined my processes, eliminated inefficiencies, and built a business that works for me - now I’m sharing everything I’ve learned in this course to help you do the same.
