Are you ready to build your tax firm - YOUR way?

 

This interactive PDF guide walks you step-by-step through launching and growing a tax practice that fits your vision, values, and lifestyle. Grab your copy for only $79 and start charting your own course today!

Build a Tax Firm That Fits You.

This interactive PDF guides you step-by-step - from uncovering your why and niche to pricing, branding, automation, and a 90-day growth plan - so you can launch and grow your practice on your own terms, not someone else's.

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Self-Discovery & Clarity

Exercises & reflection prompts help you uncover your personal “why,” ideal niche, and long-term vision.

Real-World Examples

Insights, lessons learned, and what I'm doing in my own practice - learn from an experienced CPA.

Hands-On Action Plan

A 90-day roadmap to guide you from “what if?” to “what’s next?”

Launching and growing a tax firm can feel overwhelming. You want more than generic advice.

 

What’s Inside?

  • Define Your Why & Mission
    Turn your ideas into a clear mission statement and measurable goals.
  • Find Your Niche & Ideal Clients
    Use mini-SWOTs, interview guides, and persona templates to pinpoint the people you love serving.
  • Craft Your Services & Pricing
    Build tiered packages, practice value pricing, and confidently quote fees.
  • Build Your Brand & Online Presence
    From authentic messaging to a lean one-page site, stand out without overthinking design.
  • Marketing & Sales
    Work on simple content strategies, lead-qualifying surveys, and new client sales calls.
  • Onboarding, Workflows & SOPs
    Automate tasks, create pipelines, and plan client communications for a seamless, high-touch experience.
  • Tech Stack & Automations
    A full list of what I'm using now and what I've tried in the past plus ideas for which tools to use for which tasks.
  • 90-Day Growth Plan
    SMART goals, weekly action templates, accountability check-ins - get a 90 day growth plan you can start on right away.
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Learn From an Experienced CPA Who’s Been in Your Shoes

I'm Brad, a CPA with over 15 years of experience helping small business owners navigate taxes and business structure. As a business owner myself, I understand how overwhelming it can be to get started.

This guide doesn't give you a cookie-cutter process to follow because I don't believe you should create your firm exactly how I did. This guide is designed to help you figure out what works best for you and to create YOUR tax firm, YOUR way, not somebody else's way.

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