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Accounting Practice Coaching for Firm Owners
If you’re considering working together, it’s important to understand how the process works, what’s involved, and what kind of commitment is required.
This isn’t a quick fix—it’s a structured approach designed for accounting firm owners who are serious about building a stronger, more valuable business.
This coaching is designed specifically for accounting practice owners in Canada and the United States.
What to Expect
This coaching is built around one goal: helping you build a firm that is profitable, structured, and capable of growing without relying entirely on you.
I don’t offer generic advice or one-time recommendations.
I work with you over time—guiding decisions, helping you implement changes, and keeping you focused on what actually moves your firm forward.
A Clear, Structured Process
In this video, I walk you through how the coaching works, what we focus on, and how we move your firm forward step by step.
The Process in Practice
1. A Deep Dive Into Your Firm
We begin with a comprehensive diagnostic of your firm—often involving over 30 hours of detailed analysis.
I review your numbers, your team, your processes, and how everything is really operating.
This level of depth allows us to identify what’s truly holding your firm back—and where the biggest opportunities are.
2. A Clear and Actionable Plan
From that analysis, I build a detailed plan tailored specifically to your firm.
This isn’t generic advice—it’s a practical roadmap focused on improving profitability, structure, and efficiency.
3. Focused Implementation
We prioritize what matters most and focus on implementing changes step by step.
You won’t be overwhelmed trying to fix everything at once.
4. Ongoing Coaching and Accountability
As you move forward, I continue working with you—guiding decisions, challenging your thinking, and helping you stay on track.
You’ll always have a sounding board and a clear direction.
Numbers don’t lie
Based on the practitioner’s needs, RPM helps clients every step of the way, for as long as is necessary. On average*, our clients’ profit generally increases by:
- 25% the 1st year
- 250% after 2 years
- 500% after 5 years
- 670% after 7 years
An average of +75% to +90% per year.
* Based on the condition you meet our criteria, you are willing to make the commitment to put in the work, and be open to new ideas. and apply the process.
If your income does not increase, you pay nothing.
Fees are a portion of the profits you make over the agreed base amount.
What This Leads To
Over time, the goal is to help you build a firm that:
✅ Generates strong, predictable profit.
✅ Runs with structure—not constant firefighting.
✅ Doesn’t rely on you for every decision.
✅ Allows you to step away without everything slowing down.
✅ Becomes a valuable business you can eventually sell.
What I Can Help You Improve
The coaching process covers a range of areas, including pricing, team productivity, time management, hiring, and long-term growth decisions.
If you want to see a full breakdown of the areas I work on with firm owners, you can explore them here.
Let’s See If This Is a Fit
This type of coaching isn’t for everyone—and that’s intentional.
The best way to know if it’s right for you is to have a short conversation about your firm, where you are today, and where you want to go.
If you’re serious about building a stronger, more profitable, and more valuable firm, this is the next step.
*Risk-free, no commitment, let's get to know each other and see if it's a good fit - no charge to you.