Overview

I help CPA firms grow their profit exponentially without needing to add headcount. Latest from the industry… - With the great resignation, hiring accountants is harder and more expensive than ever - The accounting industry is undergoing a technology revolution - If your firm isn’t growing than it’s likely losing ground because other firms are growing faster If you’re like most accounting firms.. - Are struggling to keep up with an even faster moving world (too much data to process) - Could go extinct if they don’t conquer the technology that is disrupting their industry - Falling further behind when it comes to technology Firms are more overworked than ever, turnover is increasing and hiring is more expensive and difficult than ever. The Hope CPA Firms think that what worked before will work today and that just isn’t true. Your competition is investing in the latest technology and pulling ahead. Right now, they can do more with less and you can’t keep up with the work you currently have. They are stealing your market share right from under you… What I do I’m an expert in automation technology that specializes in working with accounting firms. I find bottlenecks in your current process and remove them through technology, automation and process improvement so you can do more with less. Who I help - CPA firms with a minimum of $10mm in annual revenue - Revenue is growing year over year - In expansion mode and actively hiring and frustrated with the process - Ready to make updates to their process and adopt new technology How I help Strategy Session I’ll reduce the latest tech jargon to plain English so you can speak intelligently with the members of your firm. Learn what investments you should be making yesterday, today and tomorrow to put your firm in a position to succeed.