CPA STRATEGY SESSIONS
Build a firm that actually works for your life.
I started this firm from scratch — no big team, no outside funding, just a clear vision for doing things differently. Over the years, I’ve grown a values-aligned practice that supports both my clients and my life, without burning out or trying to be everything to everyone.
This strategy session was born out of conversations I’ve had with other CPAs who want the same: a business that’s thoughtful, intentional, and sustainable.
If you're looking for clarity, support, and real-world insight from someone who’s been in your shoes, you're in the right place.
What This Is
This isn’t a coaching program or a plug-and-play formula.
It’s a 1:1 strategy session designed specifically for CPAs who are building or growing their firm — and want honest insight from someone who’s been there.
Whether you're figuring out your service mix, rethinking your pricing, feeling overwhelmed by workflow, or trying to create more space in your calendar, this session is about helping you move forward with clarity and confidence.
WHAT WE MIGHT COVER:
No two sessions are the same — we’ll focus on what you need most.
That might mean getting clear on your niche and service structure, reworking your pricing or packages (especially if you’re ready to ditch hourly billing), or finally streamlining the systems and tech that are slowing you down. We can talk about setting better boundaries, handling tricky client dynamics, building a supportive team, or finding ways to show up and grow your visibility without burning out.
Wherever you're at, we’ll dig into what’s working, what’s not, and how to move forward with more clarity and confidence.
THIS IS FOR YOU
IF…
You’re feeling stretched too thin and need to simplify — your calendar, your workflow, or your client list.
You’ve grown quickly and now your systems, pricing, or team need to catch up.
You’re rethinking how you want to work — and want a firm that supports your life, not consumes it.
You’re craving clarity on what services to offer, who you want to serve, and what’s next.
You want a space to talk things through with someone who’s been in your shoes — and won’t just give generic advice.
READY TO MAKE
YOUR LIFE EASIER?
SESSION OPTIONS
SINGLE SESSION OPTiON
$365 CAD + APPLICABLE TAXES
✓ 60-minute session via Teams
✓ Session recap
✓ Relevant tools or templates
TWO SESSION BUNDLE
$695 CAD + APPLICABLE TAXES
✓ Everything included in session 1 (x2)
✓ Space to implement and reconnect a few weeks later
If you’ve booked the two-session bundle: You’ll receive a follow-up email with a link to book your second session once your first session has taken place. This ensures the timing supports your next steps!
FAQs
CPA Strategy Sessions
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You’ll get a 60-minute 1:1 video call via Microsoft Teams, a personalized recap with key takeaways, and any tools or resources that support what we discussed. It’s a focused, practical conversation tailored to your goals — no fluff or filler.
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Whatever’s most pressing in your firm right now. That could be your service mix, pricing, workflow, tech stack, client boundaries, hiring, or making space in your calendar. When you book, I’ll ask a few quick questions to make sure the session is customized to your needs.
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Absolutely! Many CPAs come in feeling stuck, stretched, or just unsure what’s next. This session is a space to talk things through, untangle what’s going on, and find a clear next step. You don’t need to have it all figured out before we start — that’s what the session is for.
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No — this is a one-off strategy session (or a two-session bundle if you choose that option). It’s not a long-term program, and there’s no pressure to commit to anything ongoing. Just real, honest insight from someone who’s built a firm from scratch.
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If you’ve chosen the two-session bundle, your second session will be booked after the first one takes place. This gives you time to reflect, implement what we discussed, and come back with fresh questions or updates. You’ll receive a follow-up email with a booking link once your first session is complete, so the timing supports your next steps — not just your calendar.