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Are you looking for a coach to help you grow your tax or bookkeeping business? Well, I don’t do coaching. Honestly, I believe most of the options are a waste of money. I believe the majority of these coaches make a killing by exploiting the hopes and fears of individuals to whom they promise guaranteed success. You’ve seen it, they say:
✅ Want to make $10,000 a month
✅ From home, part time
✅ No experience in tax or bookkeeping needed
✅ I have secrets that you need
✅ Insert false hope statement
✅ Add ridiculous promise here
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Don’t spend thousands trying to get these “secrets” others have… because it isn’t true.
I’ve been a CPA since 2008. I have some big firm experience and small firm experience as well as corporate experience and now I own my own firm. I grew it from $0 - $200,000 in 24 months (but honestly, growing revenue isn’t the hard part, doing the work correctly is). I want to actually keep working my tax business, NOT transition to coaching because as I mentioned already, I don’t like the trend I see in that space.
consultation
for other tax and bookkeeping professionals
Can you expect the same growth I’ve seen? I have no clue. Maybe you’ll grow faster, maybe slower. Anyone who promises or says otherwise is lying so that you hand over your hard earned money.
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It isn't some coaching program... It's just a conversation. I’ll tell you what I did and I’ll answer any question you have. I’ll tell you what I’ve seen, done, and experienced over the past 15+ years in my public accounting and industry accounting roles. Maybe it’ll save you from wasting thousands on a coaching program or perhaps even save the headache altogether if this isn't the best career option for you right now. Bonus: once I know you, I'll answer emails within 24-48 hours without some sort of expensive monthly subscription fee. After all, when you're just starting the last thing you need is a recurring monthly expense.
Kerry R.
Missoula, MT
"I have appreciated all the help (& patience) as I navigated a proposed budget for the first time."
IN THEIR WORDS
what people are saying
Faye W.
Mission Viejo, CA
"Brad has always been patient with me as I continue to learn to navigate my financial world."
Jess A.
Portland, OR
"Brad has been a light in the darkness of confusing budget and money questions."