Premium 1 on 1 Coaching + Implementation Designed to Help You Scale Better + Faster

We Have An Experienced Team & Blue Print To Support You To
Achieve “It All” In Your Firm.

When I started my firm

I wanted Flexibility and Growth
with Predictable Revenue.

I wanted it all. I thought if I was working hard I would get it all.

However, I learned quickly:


I didn’t know how to find good clients


I had no systems to increase efficiency


I was working like crazy and making very little profit


I was stressed out and frustrated

It was 2017 and I had just launched my CPA firm.

I had just moved across the country and was starting to build my client base.

Finding clients was hard.

I purposely had no office, but I didn’t have an online marketing plan either.

I accepted every type of client because I needed the work.

My systems were made up of off the shelf apps that worked together – sort of.

I knew there was a better way:

There has to be a better, faster way to run my firm without working like crazy.

So, I built a plan.

I spent a lot of time figuring out how to create an incredible experience for my clients.

I made my firm entirely accessible from any mobile device.

I tried to automate every part of my business.

I built out back office support structures and became a key part of my clients’ businesses.

My recurring revenue per client increased significantly.

I had consistent, predictable monthly revenue.

In 2021, four years after starting from scratch, I sold my firm. 

After I listed my firm, there were over 50 buyers from all over the continent that expressed interest in purchasing the firm.

I was able to sell with a much higher multiple of revenue than regular accounting firms.

It was clear that my firm:


Allowed me a lot of flexible and profit while I operated it


Was an incredibly valuable business when it came to selling


Was the blueprint to run a highly scalable and profitable firm

So if you want to build a scalable CPA firm that gives a ton of flexibility and ensures you hit your profit goals, we have you covered.

All of our coaching is hands-on to help you get the right systems in place, develop an automated sales pipeline and create an extremely valuable firm.

If you are ready to take your firm to the next level, we can help you do that.

I look forward to the opportunity!

To your growth,

Mark Stovel, CPA

Founder & CEO