Scale Your Firm. Simplify Your Role.
We help $300K–$2M accounting firms in the US and North America package, sell, and deliver one premium monthly offer — so you stabilize cash flow, work fewer hours, and grow with confidence.
Win more premium client engagements
Create space by empowering your team
Build a model that works without you
Stuck in Busy Season Mode… All Year?
If your firm feels like it’s running you instead of the other way around, you’re not alone.
Too many low-margin services eat your time and profit
Revenue spikes around tax season instead of predictable MRR
You’re stuck in delivery instead of leading growth
The High Profit Formula
A proven system to help you add $100K–$500K+ in 6–12 months without a huge team or client chaos.
Lifestyle Alignment
Design capacity, pricing, and your schedule so the firm runs around your life.
Premium Offer Creation
One clear monthly advisory package clients love to buy at $3K–$5K+.
Client Acquisition
Magnetic content + simple outbound that keeps qualified calls flowing.
Scaling Systems
Delivery & onboarding your team can run without you in the weeds.
Client Wins
Added 15 clients at $3K+/mo with one advisory offer
Multiple clients added six to multiple six figures in profit
Founder moved to strategy—team runs delivery with SOPs
How It Works (8-Week Advisory Launch Sprint)
Week 1–2 · Offer & Pricing
Clarify the premium package, value map, and price anchors.
Week 3–4 · Assets
One-pager, concise deck, call outline, and delivery SOPs.
Week 5–6 · Pipeline
30–50 targeted conversations + authority content.
Week 7–8 · Close & Onboard
Make offers, collect PIFs, and onboard without chaos.
Who We Help
Owners of CPA, tax, and bookkeeping firms doing $300K–$2M who want:
Predictable monthly revenue (not just tax-season spikes)
Fewer, higher-value clients who stick
More time for strategy, less time in delivery
Meet Charlie Price, CPA — Founder
I help growth-minded firm owners package one premium advisory offer, sell it simply, and deliver it without chaos.
Former accountant turned advisor. The philosophy: fewer clients, greater profit, empowered teams, and a firm that runs without you in the weeds. Clients have added six — and multiple six — figures in recurring revenue while buying back their time.
Ready to scale your firm and simplify your role?
Let’s map your $100K–$500K growth plan in 30 minutes. No pressure — if I can help, I’ll show you how. If not, I’ll point you to the best next step.
Book a Strategy Call