Want to know where growth really comes from?
The simple answer.
Build an Advisory Business- Be a Year-Round Partner, Not a Once-a-Year Necessity
Because avoiding the “7-Figure Poor” trap is non-negotiable—this strategy delivers both profit and peace of mind.
✅ More revenue—without more burnout
✅ Better clients and deeper relationships
✅ Scalable models you actually enjoy running
✅ And services that feel as good as they perform
Why It Can’t Be Just Tax Prep Anymore
Let’s be honest—it’s not sustainable, and it’s not scalable.
1. It’s Time-Capped and Revenue-Limited
There are only so many returns your team can crank out during a season.
And tax prep is a volume game, meaning your income is directly tied to your time—and your time is already maxed out.
2. It’s Highly Seasonal and Stress-Heavy
The rush, the pressure, the deadlines… it’s a rollercoaster that hits hard every spring. And what comes after?
A revenue dip and a burnout spike. That’s not a long-game model.
3. It Keeps You in the Compliance Box
Tax prep turns you into a taskmaster instead of a trusted advisor.
You get called in when things are due—not when decisions are being made.
That limits your influence and your income.
Let me take you back to the COVID pandemic. We realized quickly that our business—like many others—was vulnerable.
Businesses were making tough decisions: “Do I pay the electric bill or my accountant?”
That hit hard.
It was clear: we had to diversify.
Our clients needed expertise outside of preparing taxes.
They needed additional guidance through the chaos.
We were already doing advisory work—but we were giving it away, bundled inside compliance.
No line item. No clear value. No scalable model.
That experience taught us something powerful:
- Advisory must stand on its own.
- Clients take it more seriously when it’s distinct from compliance.
- When done right, it creates a firm that’s steadier, stronger, and far more scalable.
But Here’s What Holds Most Firm Owners Back:
“What if I start charging for what they’ve been getting free? I will lose clients”
“What if this just adds more to my plate—I’m already maxed out?”
“I may have to hire a bunch of people or invest heavily”
With the right approach, this becomes a manageable, profitable, and scalable shift.
We’ve done it ourselves and we have helped firm after firm do exactly that.
Here’s How We Make It Possible:
We Create Awareness We help you identify where advisory already exists in your firm—and how to start shifting those conversations with clarity and confidence.
We Show Real Results These aren’t theories. Here are some real life stories (names changed for privacy) to put it in perspective: One woman, who we’ll call Lisa, came to us in her 30s,
She was in corporate earning mid-six figures.
Within the first year of working with us, she left corporate
Earned her first 6-figures in her own business And now in year 2 she’s on track to do it again in JUST ONE QUARTER.
In just one quarter. Let that sink in.
Another powerhouse, Claire, came to us in her 50s with deep expertise in just one area of accounting.
Through her work with us, she gained the clarity and confidence to step into a CFO role—and now, advisory services are her main focus.
She’s doing more valuable work, in fewer hours, and earning more in far less time.
And Melia, in her 30s, came to us straight from corporate with no prior business experience.
She didn’t know where to start—but today, she’s confidently running a six-figure bookkeeping firm with a full team, working far fewer hours than she ever did in her corporate job.
You’ll be hearing from some of these remarkable individuals at our upcoming event. Their stories aren’t just inspiring—they’re proof of what’s possible with an advisory business. We show you how to start right, as you scale you’ll stay profitable and happy.
We Mentor You Through the Shift
This isn’t a download-it-and-go solo model. You get real guidance and real support to refine your offers, pricing, and client communication.
Join us at the upcoming The Well-Rounded Accountant Launch Pad: How to Fast Track to a Multi 6-Figure Advisory Business
Whether you’re a solo accountant or leading a team, this summit will show you how to:
- Confidently expand your services into Tax Planning, Tax Resolution, Bookkeeping Strategy, and CFO Advisory
- Position your firm as a year-round partner
- Shift your pricing and packaging to reflect the real value you deliver
- Build client relationships that are proactive, profitable, and long-term
You’ve already got the skills. Now it’s time to grow the model.
