$3600 USD

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The Genius Firm Method - Foundations Course, 1:1 Support & Community

We kinda think you're a genius for taking the first step to transforming your business

This course covers the exact steps we took in our own accounting firm. We now run a more profitable firm, work a max of 40 hours per week, have the best clients, and an incredible team to back us up.

What you'll get:

  • Tools to help you, the owner, get out of the day to day grind and actually accomplish the goals you've always wanted to.
  • A plan on how you can create your own dream firm by working less, and being more intentional with your time.
  • You'll learn how to prioritize, delegate work, and streamline your firm through actionable steps.
  • Strategies to set and define criteria for the type of clients you want to work with so you are no longer taking everyone that walks through the door.
  • Guidance on refining your services & offering packages for year-round monthly recurring revenue
  • 1:1 Sessions with Erin or Jake to review your progress and make any custom tweaks to your plan
  • A private community of likeminded accountants to lean on for ideas, support & mentorship
  • Free & First Seat access to all of our live workshops (valued at $99 - $450 each)

This course is on-demand, lifetime access. However, we recommend committing to finishing it within 90 days for best results. This course is great for the solopreneur up to a 25 person firm.

If you need more information before joining, please email [email protected] to book a zoom session & see if the course is right for you.