Business Consulting for Accounting Firms
For accounting firms and bookkeeping companies. Break through the $1M ceiling and get your life back from tax season chaos.
Sound Familiar?
If you run an accounting firm, you're dealing with these problems
Tax Season is a Nightmare
Every February through April, your life disappears. You work nights, weekends, holidays. Your family barely sees you. And every year you swear this is the last time.
Client Work Never Ends
You finish one client's books and three more need attention. You can't keep up. You're always behind. The to-do list never gets shorter.
Scope Creep Kills Profitability
You quote $X for monthly bookkeeping. Then they want payroll. And tax planning. And advice on their LLC structure. You do it all for the same price.
Can't Find Good Staff
You hire junior accountants. They leave after a year. You train them, they take your knowledge, and they're gone. You're back to doing it all yourself.
Stuck at $750K-$1M
You hit a revenue ceiling and can't break through. You're maxed out. More clients = more chaos. How do you scale without losing your mind?
Taking Every Client Who Walks In
You can't afford to say no. You take problem clients, bad-fit clients, clients who don't pay on time. You're drowning in work that doesn't make you money.
Here's What Changes:
You get systems, pricing structures, and client filters. You stop taking every client. You delegate work properly. You break through the ceiling. And tax season stops destroying your life.
Accounting Firm Success Story
Real firm. Real results.
David
Accounting Firm | Houston, Texas
Revenue Growth
$750K → $1M+
In just 9 months
Profit Increase
+$100K
Not revenue. Profit.
Ideal Client Filter
Implemented
Clean workflow, better results
Systems in Place
Running Smooth
Team handles client work
The Problem:
David's firm was stuck at $750K. He was drowning in bad clients, dealing with scope creep, and doing most client work himself. Tax season was destroying his life.
What We Fixed:
- Created an "Ideal Client" framework to filter out problem clients
- Fixed his pricing to reflect the value delivered
- Built systems so his team could handle client work
- Streamlined workflow for tax season
How We Fix Your Accounting Firm
Client Management
- • Ideal client frameworks
- • Client intake and onboarding systems
- • Scope definition and management
- • Difficult client scripts
Pricing and Profitability
- • Value-based pricing strategies
- • Service packaging
- • Profitability tracking by client
- • Revenue optimization
Team and Workflow
- • Delegation frameworks
- • Staff training systems
- • Quality control processes
- • Tax season workflow optimization
Growth and Scaling
- • Breaking through revenue ceilings
- • Smart scaling strategies
- • Service expansion planning
- • Partnership structures
Ready to Break Through $1M?
Book a free strategy call. We'll talk through your firm's situation and see if we can help. No pressure, just honest conversation.