This on-demand video course contains just the essentials for building a multi six-figure tax firm from the ground up.
Whether you're launching a brand-new practice from zero or struggling to grow your existing one, this video-based program walks you through the five foundational components every successful tax and accounting firm needs to master. We’ll cover everything from gaining technical confidence and designing your service offerings, to setting your prices, attracting and closing clients, and implementing the right tech stack.
This isn't theory, it's practical, actionable strategy built specifically for tax professionals in years 0–5 of firm ownership. By the end, you’ll have a clear path to build a focused, profitable, multi-six figure tax and accounting practice with confidence.
Ideal for:
- New tax firm owners ready to launch
- Stagnant firms under $200K revenue
- CPAs, EAs, and other tax pros looking to scale with clarity
- Busy professionals who want the executive summary