Attention: All Accountants, CPA's, Bookkeepers, Tax Preparers & Advisors, and Enrolled Agents...Learn the Turnkey Process for Starting and Building Your Very Own Premier Accounting & Tax Business 


The 4 Essential Pillars Behind Every Successful Accounting, Bookkeeping, and Tax Business! 

Get Instant & Unlimited Access to This FREE 4-Part Video Course

Here's What You'll Learn Inside This Free 4-Part Video Course:

Part 1: Business Plan - Everything you need to know to get started (even if you have never run a business before in your life!) Whether you want to establish a small firm or work as a sole practitioner from home, it's all covered! This part covers the important metrics to monitor and ensure that things move in the right direction 

Part 2: How to Price - The major forms of billing explained: from Hourly to Value-Based and everything in-between The pros & cons of each method, giving you the full picture The BEST way to price your services, that’s both profitable and professional 

Part 3: Marketing & Sales - How to position yourself as a valued advisor - not just another service provider How to stay ‘Top-of-Mind’ without appearing 'spammy' or desperate! Learn the 'Ladder' approach to sales - providing tiers for your clients, leading to long-lasting relationships 

Part 4: Mapping It All Out - The 5 main principles of running a profitable practice with competence and confidence Bringing it all together in an action plan that's actually achievable and will get executed! PLUS: How to overcome the inevitable negative self-talk that will occur! (Anyone can do this!) Get Instant & Unlimited Access to This FREE 4-Part Video Course

Course curriculum

  • 1

    Start Today

    • Start Today - Part 1

    • Start Today - Part 2

    • Start Today - Part 3

    • Start Today - Part 4

    • Start Today - Part 5

    • Let's Talk About Your Future

    • Schedule a Discovery Call
  • 2

    Part 1: Business Plan

    • The Business Plan for Your Premier Accounting Service: Lesson 1

    • The Business Plan for Your Premier Accounting Service: Lesson 2
  • 3

    Part 2: How to Price

    • Billing Accounting Services: Lesson 1

    • Billing Accounting Services: Lesson 2

    • Billing Accounting Services: Lesson 3

    • Billing Accounting Services: Lesson 4

    • Billing Accounting Services Lesson 5
  • 4

    Part 3: Marketing and Sales

    • Sales Funnel For Accounting Services
  • 5

    Part 4: Mapping It All Out

    • The Premier Accounting Firm

    • The Journey
  • 6

    Bonus: Business First Responder

    • Four Steps To Offer Business Consulting Services As An Accounting Professional

    • Speak With Our Team

    • Schedule a Discovery Call

    • How to get licensed and started. Prime Services

What Our Students Are Saying

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5 star rating

Best By Far

Cynthia Wells

This is the best introduction to an educational service for bookkeepers, accountants and tax professionals that I have seen. I am in the process of starting ...

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This is the best introduction to an educational service for bookkeepers, accountants and tax professionals that I have seen. I am in the process of starting my own bookkeeping service with several years of bookkeeping, payroll and tax experience. However, I've been out of the business for a long time and have been looking for some retraining and guidance on starting and maintaining my business, before I try to get my first client. With all of the free advise that they have given in this "Turnkey Process" presentation, I feel confident that I will receive excellent training and mentoring when I sign up for the full course. I have seen lots of advertisements for help starting a bookkeeping business but, none have given this much information and made me feel so confident about their program.

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5 star rating

Practical Marketing Positioning You As The Expert

Tanya McKinley

Thank you so much for putting this information together! I have seen many programs, but in my opinion, this information hands down exceeds all of them. The r...

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Thank you so much for putting this information together! I have seen many programs, but in my opinion, this information hands down exceeds all of them. The reason: this positions you as an expert with the client and will undoubtedly be the most unique and impressive presentation a potential client has ever been exposed to.

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4 star rating

Pricing and Business plan Sounds great

Ricky Nason

Well Presented, though brief

Well Presented, though brief

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5 star rating

Very Informative

Jodie Haynes

Great ideas on execution, how to determine fees and other services that could make your business more profitable.

Great ideas on execution, how to determine fees and other services that could make your business more profitable.

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