Retainers
$6,000/year retainersTwo clients moved from hourly (~$1k/year pattern) into a quarterly retainer model, plus productized one-off work.
Want to get paid what you are worth?
My private coaching program is for forward-thinking accounting professionals just like you who want to leverage technology, increase profits, attract better clients, and close more deals.
If you’re feeling stuck or ready for a real transformation, this coaching helps you objectively spot the gaps, decide what to do next, and stay accountable until you get the outcomes you want.
Anonymous firm-owner vignettes from the 90-day program — verified outcomes only.
Retainers
$6,000/year retainersTwo clients moved from hourly (~$1k/year pattern) into a quarterly retainer model, plus productized one-off work.
Pricing reset
62 letters · 3 of 30 stayed62 disengagement letters to unresponsive clients; of the first 30, 3 immediately accepted higher prices to stay.
Expansion
+$1,733/mo · +$500/moExpansion upgrade with an existing client plus a new $500/month client in the same window (~$2,233/mo combined).
Grow and sell with confidence — with practical pricing, selling, and leadership support built for accountants and bookkeepers.
Start a conversationAccounting and advisory firms I’ve partnered with on pricing, selling, and growth.






If you want stronger pricing, cleaner sales conversations, and clients who value your expertise — let’s talk about the 90-day program.
Start a conversation