It's Like Having Your Own CFO on Staff!


I can design your processes and help you select the right apps. Then I can train you and your staff on how to use  everything!

No need to waste time looking for answers. Get to the solution directly and promptly.

All plans 5 hours and up include Slack Support for near 24/7/365 support.

Guaranteed answers within 1 business day.



Use the time in 30 min increments is you like. Use your dedicated Slack Workspace to get questions answered between sessions. Anything you need - if I've had the experience, you're welcome to it.

Some Benefits to Working One-On-One

Up To 100 Participants

Our Zoom meetings can hold up to 100 people. Bring your staff. Hold the session in your conference room. 

All Sessions Recorded

All sessions are recorded and provided after the session. No additional charge. Access your session log any time. 

You Run the Show

We don't use pre-written curriculum. In other words... bring your questions and we'll provide the answers.

Need a More Budget-Friendly Option?

Join The Ultimate Mastermind Group and Online Academy for Accounting Professionals

CPA's, Enrolled Agents, Accountants and Bookkeepers

If you want to benefit from a true accounting mastermind group, then you just found it!

The perfect resource for both rookies and seasoned pros. PLUS you're backed by our 100% satisfaction guarantee.

JUST $197 Monthly - Cancel Anytime

97 & Up Accounting Business Academy


Cancel Anytime

  • Instant Access to My Course
  • Instant Access to My Mastermind Community
  • Instant Access to My Private Slack Workspace
  • Instant Access to My Process and Workflow Design Courses