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Build a Firm That Supports Your Life—Not One That Controls It

You didn’t become a CPA to drown in emails, work weekends, and feel constantly behind.  You want time freedom, predictable revenue, and clients who actually respect your boundaries.

Through personalized coaching, I help solo CPAs and small firm owners build a tech-enabled, client-aligned business model that restores both profit and peace of mind.

Who It’s For:

  • You’re stuck in the cycle of overwork and undercharging

  • You’ve outgrown your current systems but don’t know what’s next

  • You’re afraid to raise prices or offboard “bad fit” clients

  • You know automation is important—but aren’t sure where to start

  • You’re ready to run a firm that gives you time back

What We’ll Work On (Customized Per Client):

  • Designing a workflow that supports your time + team

  • Implementing automations that actually reduce stress

  • Restructuring your pricing with clarity and confidence

  • Identifying and releasing energy-draining clients

  • Creating a firm model that aligns with your personal goals (travel, family, wellness)

How It Works
1:1 Private Coaching

  • Monthly Zoom sessions (60 minutes each)

  • Access to curated resources, templates, and tech stack recommendations

  • 12-month engagement to allow for real transformation

Client Wins Include:
 

  • Cutting work hours while increasing profit

  • Going from burnout to a sustainable average workweek under 40 hours

  • Automating over 70% of firm admin tasks

  • Raising prices and and have happier clients

  • Finally taking guilt-free vacations

Ready to Get Started?

Let’s design a firm—and a life—you actually love.

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