A 3‑day working workshop for accounting firm owners doing $100k–$999k who want to cross $1M+ in the next 12 months.
These are the systems responsible for over $30M of accounting firm revenue since 2022.
These are the systems responsible for over $30M of accounting firm revenue since 2022.
Each day, one founder walks you through the system they actually built to multi-million scale.
Your $1M pipeline map, offers, inbound engine, and pricing posture that attracts value clients — not bargain-hunters.
Call flow, objection handling, minimums, and an install-today proposal process that raises average deal size.
Delivery OS, client cadence, capacity math, and how to scale without the owner becoming the bottleneck.
Together, Ryan, Peter, and Brian are responsible for over $30M of accounting firm revenue since 2022 — and this is the only place accountants can learn all three systems in one room.
Founder @ Tax Strategy 365, a $5M/yr CPA firm.
Founder @ Social Club Studios, marketed a CPA firm to $3M/yr in 3 years.
Founder @ Sell Up, generated $16M in revenue for accounting firms since 2023.
Every firm that breaks past $1M is on the Value Model. Here's what making that transition looks like:
Attend live and get the implementation kit delivered the moment the workshop ends.
Real results from our clients who have implemented the systems we're teaching.
Closed 3 CFO + accounting bundles at $2,500/mo plus a $7.2K tax strategy and a $12K accounting engagement — faster closes from clearer offers and consistent content.
After applying the pricing strategies, Alexis brought in $40K cash in one week and onboarded 3 new clients at a combined $5,800/mo in recurring revenue.
Swapped his standard monthly retainer for a one-time $5K flat fee after Brian pushed him to test an upfront offer — closed quickly and opened the door to a long-term engagement.