Step-By-Step Training Curriculum

Receive the exact systems and processes that hundreds of other successful 420 accountants and myself have used to confidently serve new green clients. The curriculum includes useful workpapers, downloads, and action guides to ensure your success in the program.

Done-With-You Resume and LinkedIn Profile Optimization

When starting a business, your time and money should not be spent on websites and branding. As an accountant, you should focus on landing that first client and building a good reputation. Let us take your hand and be your persuasive copywriters as we develop your resume and LinkedIn sales page to land that first client quickly.

Done-With-You Message Scripts and Phone Scripts

When they say yes to connecting with you AND taking a phone call, what do you do next? We got you covered! We will show you our conversational marketing technique and provide you with the exact scripts that our team and hundreds of other successful accounting firms utilize to bring to turn promising leads into committed clients.

Done-For-You Practice Management System

Landing a client is one thing; serving that client with confidence is another. This is your time to build your reputation and we support you every step with a comprehensive practice management system, including internal SOPs and everything you need to perform daily, monthly, quarterly and annual processes for your new client.

Done-For-You Cash Management System

Talk about a business-in-a-box. These workpapers are worth the price of admission. This system includes every workpaper you need to build a cash management system for your next client. including the daily cash log, count sheets, and client SOPs to ensure you are receiving everything you need from the client to work efficiently and effectively.

State-Specific Resources and Training

If you've been around this industry for any amount of time, you'll know that it is state legal. It's important that we cover individual state rules and regulations to ensure you are able to keep your client licensed. All state resources are provided to you.

METRC Training

METRC is the source of truth for inventory and sales to state regulators. However, you must have a license in order to get support on the phone. Take a peek into the back end of this system so you can understand exactly what it entails and which reports you should request and reconcile for your clients to keep them licensed and compliant.

Retail KPI Training

The fastest way to your new client's heart is through their... profits!

Become an invaluable asset to your client's business and set them up for success by helping them understanding the key drivers of profitability.