Accelerate Your Tax Firm Growth with Monthly Group Coaching
Our Large-Group Coaching brings together tax professionals at every stage for one face-to-face, one-hour session each month. Network, ask questions, share best practices, and get guided insights from Brad.
Elevate Your Practice, in Community.
Connect with Brad and fellow tax pros face to face in a monthly video call. Plus you get access to an online community to connect in between calls.
Your Path to Growth
Join the Group
Register for the monthly group coaching.
Participate in the Live Calls
Attend live or watch recordings of the sessions.
Connect & Grow
Confidently grow your firm alongside trusted peers.
Feeling Stuck or Isolated?
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❌ Want to bounce ideas off other tax pros but don’t know where to start?
❌ Struggling to find best practices for pricing, processes, or client service?
❌ Craving real-time feedback, accountability, and fresh perspectives?
❌ Tired of one-way webinars with no chance to network?
❌ Not feeling as confident as you'd like on technical tax topics?
You don’t have to go it alone. Our open-door, large-group format gives you access to insights, peers, and expert guidance.
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What’s Inside Each Session?
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✅ Live 60-Minute Group Call – One guided topic each month (pricing, workflows, marketing, software hacks, tax updates, and more) led by Brad Wooten, CPA.
✅ Peer Networking & Q&A – Drop in with your toughest questions, share your wins, and learn from the collective experience of the group.
✅ Guided Discussion Prompts – Structured questions and case studies keep the conversation focused and actionable.
✅ Automation & Technology – Leverage tools to streamline and scale your business.
✅ Session Recordings – All calls are recorded and archived - catch up anytime if you can’t make it live. Plus you have access to all previous sessions once you join.
PLUS: Access to the members private community where you can post questions, tips, and encouragement in between calls.
Who is this for?
When does it start?
What if I have more questions?
What is the cost to join the group?
Do you also offer 1:1 coaching?
Meet Your Guide... and Your Peers
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.
But this isn’t a one-way lecture: every session is designed so you learn from Brad AND from each other. You’ll hear real examples, swap ideas, troubleshoot challenges, and tap into the collective wisdom of a diverse group of tax professionals - all under Brad’s thoughtful facilitation.
