Grow Your CPA Firm

With High-Value Clients

Imagine attracting the ideal prospects and converting them into high-value clients who pay you 2x, 3x, or even 4x the fees you are currently charging. 


The immediate impact on cash flow alone would let you fix the rest of the problems you may be facing in your practice. 


High value clients are the gateway to a turnkey, lifestyle practice 

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There’s less competition at the top 

Only the top 5% of firms know how to consistently attract high-value clients. Implementing a marketing system that positions you as an authority and speaks to high-value clients requires a proven system and access to specialized marketing talent. Most firm owners simply don’t have the resources. 

Firms that have mastered how to attract high-value clients enjoy unique advantages such as: 

Easier path to revenues of $1M.


One hundred high-value clients paying an average of $10,000/year equals revenues of $1M. You will need a significantly larger number of low-paying clients to generate the same revenue. 

Higher profits.


It does not take much more time to service a higher-value client than to a low-value one. That means being able to scale your profits quickly.

Bigger impact.


The wider range of services and touchpoints allows you to have a more positive impact on your client. 

Referral sources.


High-value clients are highly likely to refer more clients like them because of the impact you are making on them. 

Top-dollar exits.


Firms with high-value clients, documented systems and a championship team sell for 1.5x or more what owner-dependent firms with low-paying clients do. 

More enjoyment and fulfillment.


The additional revenue from high-value clients allows you to invest in your team and streamline your operation to turn it into a turnkey firm—one that doesn’t depend on its owner 24/7. Reclaim your life and enjoy your practice once again. 

The High-Value Client Marketing System 

Once we put this proven 9-step marketing system in place in your firm, you’ll receive a consistent stream of new high- paying clients. 

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Identify your ideal clients:

Not all prospects are equal. We’ll identify the ideal ones for your firm. 

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Differentiate:

Create marketing messaging that differentiates your firm from everyone else. 

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Authority: 

Build marketing assets (designer website, lead magnets, videos) that demonstrate your unique positioning and expertise. 

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Social Proof:

Obtain testimonials that demonstrate the rewarding experiences clients have had working with you.

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Traffic:

Drive quality inbound traffic using cutting-edge SEO methods, social media and email nurture techniques.

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Preframing:

Our proven preframing system helps shape the prospect’s thought process before you meet with them so they are warmed up and ready to work with you. 

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Service offerings:

Build services packages designed specifically for high-value clients. 

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Conversion:

We’ll show you and key team members how to convert leads into clients and stay accountable to your goals. 

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Clients for Life: 

We map out your “clients for life” journey onto a program your team can follow. These clients will stay loyal for life and will be more enjoyable to work with—they’ll even work as your invisible sales force!

Marketing isn’t just about getting leads. It is about getting the right leads, leads who will convert to high-value clients and stay with you for life. 


The High-Value Clients Marketing System combines and integrates these nine elements into a powerful machine that feeds your firm with a consistent stream of high-value clients.  

How we Grow CPA Firms

Growth Flow

Attract your ideal clients, easily and consistently. This growth coaching program includes weekly coaching sessions and access to growth tools and training to get your firm to 6 figures+ in annual revenue.

Practice Flow

Create a turnkey, 7-figure lifestyle practice that gives you the freedom to work where and when you want to work.  This “Ultimate Success Package” combines our done-for-you marketing program with world class coaching, unlimited access to tools and practice aids and a community of like-minded practice owners to accelerate your firm’s growth, streamline your operations and build a championships team. The result – a profitable turnkey, lifestyle practice. This program is ideal for firms generating over $500,000 in annual revenue who want to grow to 7-figures and beyond.

The Path to Growing Your CPA Practice is Simple

Schedule a Free Consultation


Schedule a consultation to discuss your goals. Together, we’ll assess if we are a good match. 

The Perfect Growth Program 


If we feel we are the right fit, we’ll meet to discuss the best growth program for your firm.   

Celebrate Your Success 


Grow your revenues and experience freedom with high-value clients. We don’t rest until you succeed. 

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