Free live training for established bookkeeping, accounting & CPA firm owners
Are You Running the Business
— or Holding It Together?
If you stepped away for 30 days…
- Would revenue still come in?
- Would your team keep moving?
- Would clients still get taken care of?
- Would you still be profitable?
Live, Interactive Training
Wednesday, September 9
at 1:00 PM CT
In 60 minutes, uncover where your business still depends on you — and the #1 area you need to fix first.
Free to attend
Includes the Business Health Scorecard
Live, Interactive Training
Wednesday, September 9
at 1:00 PM CT
In 60 minutes, uncover where your business still depends on you — and the #1 area you need to fix first.
Free to attend
Includes the Business Health Scorecard
If the success of your business is still directly tied to how hard, how long, and how much YOU work — you've hit a ceiling.
The 30-Day Test
What Happens to the Business
When You Step Away?
When Everything
Depends on You
- Sales slow down
- Decisions wait
- Team members get stuck
- Client issues come back to you
- Work starts piling up
- Growth requires more of your time
When the Business Is
Built to Grow
- Opportunities continue coming in
- Decisions keep moving
- Team members know what to do
- Clients are taken care of
- Work continues moving
- Growth doesn't automatically require more owner hours
There's a Difference Between a Business That Makes Money and a Healthy Business.
Revenue tells you how much the business makes.
It doesn't tell you how dependent the business is on you to make it.
Live Attendee Bonus
Show Up Live. Find Out How Healthy Your Business Actually Is.
Everyone who joins us live on Wednesday, September 9 at 1:00 PM CT will receive our Business Health Scorecard. We'll walk through it together during the training.
- 01CEO & Business Health
- 02Client Acquisition
- 03Revenue & Sales
- 04Systems & Operations
You Don't Need to Fix Everything. You Need to Know What to Fix First.
The Business Health Scorecard is reserved for live attendees.
Business Health Score
54 / 100
More Revenue Doesn't Always Mean a Better Business.
More Clients
More Work
More People
More Complexity
- More of You
That's Not Scale.
If every new dollar of revenue makes the business harder to run, something inside the business needs to change.
Here's the part most growth advice gets wrong
You May Not Need More Clients.
- If your team is already at capacity…
- If your pricing is wrong…
- If your margins are shrinking…
- If your existing clients could be worth more…
- If everything important still comes back to you…
20 More Clients May Just Give You 20 More Problems.
Growth Has More Than One Lever.
Your live attendee bonus
Don't Just Watch. Diagnose Your Own Business.
When you join us live, you'll get the Business Health Scorecard and use it during the training to evaluate your own firm.
What's working.
What's vulnerable.
What's limiting growth.
What deserves your attention first.
Available to live attendees on Wednesday, September 9 at 1:00 PM CT.
The Business Health Framework
The 4 Areas That Determine How Healthy Your Business Really Is
- 01
CEO & Business Health
Can you see what's happening in the business well enough to make the right decisions?
Know your numbers, goals, profitability, capacity, priorities, and biggest constraints.
- 02
Client Acquisition
Can you predict where your next five ideal clients will come from?
Create a predictable pipeline of the right opportunities instead of relying on random referrals or inconsistent marketing.
- 03
Revenue & Sales
Are you maximizing the value of the business you've already built?
Look at pricing, packaging, profitability, sales, additional services, advisory, and existing client relationships.
- 04
Systems & Operations
Can the business grow without requiring more and more of you?
Build the team, systems, technology, workflows, capacity, and accountability necessary to support growth.
More clients are only one way to grow
What If Your Next Stage of Growth Is Already Sitting Inside Your Business?
100 Clients
$500/month average
$600K/yr
Same 100 Clients
$750/month average
$900K/yr
+$300K
Same Client Count. Different Business.
Client count is only one growth lever.
Illustrative example only. This does not represent a promise or guarantee of results.
Real business owners
What Happens When You Stop Trying to Do Everything Yourself?
Hear directly from bookkeeping and accounting business owners who have worked with our team to strengthen their businesses and move into their next stage of growth.
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You've Already Proven You Can Build Something.
The next question is: what are you going to build from here?
The real test
If Stepping Away Means Revenue Slows, Decisions Stop, or Problems Pile Up — Your Business Is Still Running on YOU.
Join our free live training to identify what needs to change so growth no longer requires more of your time, effort, and attention.
Wednesday, September 9 • 1:00 PM CT • Live Online
The owner bottleneck
Is Everything Still Coming Back to You?
- Clients →
- Team →
- Sales →
- ← Decisions
- ← Pricing
- ← Problems
If Everything Runs Through You, Everything Is Limited by You.
If Revenue Increased 30% Tomorrow, Would You Be Excited — or Terrified?
Growth Without Capacity Creates Chaos.
Who this training is for
This Isn't a “Start Your Bookkeeping Business” Training.
You've Already Built Something.
Now It's Time to Build It Better.
This is for established owners asking:
- How do we become more profitable?
- How do I create predictable growth?
- How do we grow without creating more chaos?
- How do I get out of day-to-day delivery?
- How do we create more value from our existing clients?
- How do I build a team that doesn't depend on me?
- How do I finally operate like the CEO?
Show up with a business. Leave with a diagnosis.
Don't Leave With More Ideas. Leave Knowing What to Do Next.
Your Business Health Score
Complete the attendee-only scorecard and see where your business is green, yellow, and red.
Your Biggest Growth Constraint
Identify the area most likely limiting your next stage of growth.
Your Highest-Impact Opportunity
See where additional revenue, profitability, or capacity may already exist.
Your Next Move
Know where to focus instead of trying to fix everything at once.
Join us LIVE Wednesday, September 9 at 1:00 PM CT to claim your Business Health Scorecard.
Meet your hosts
Taught by Business Owners Who've Actually Built and Scaled Firms.
Bill Rogers
CEO & Strategic Growth Coach
With 20+ years of C-suite leadership experience, Bill specializes in revenue growth, sales, strategy, and scaling businesses. He helps business owners identify what's limiting growth and build companies designed to perform beyond the owner.
DeAnna Rogers
Entrepreneur & Business Coach
With 30+ years of entrepreneurial experience, DeAnna knows what it takes to build, operate, stabilize, and scale a business. She helps owners create stronger teams, better systems, and the accountability needed to turn growth plans into action.
Emily Kern
COO & Business Growth Coach
Emily helps business owners build scalable, sellable businesses that don't depend on them to run. She specializes in building the operational infrastructure, systems, and teams that allow owners to replace themselves in the day-to-day and step fully into the CEO role.
Join us LIVE Wednesday, September 9 at 1:00 PM CT to claim your Business Health Scorecard.
How Healthy Is Your Business?
Join Us Live and Find Out.
Register free for our live training on Wednesday, September 9 at 1:00 PM CT.
Live attendee bonus
Show up live and we'll give you the Business Health Scorecard to complete alongside us during the training.
One last question
Could You Leave Your Business for 30 Days?
- Would revenue still come in?
- Would your team keep moving?
- Would clients still get taken care of?
- Would you still be profitable?
You Built the Business.
Now Let's Make Sure the Business Isn't Built Entirely Around You.
Let's Find Out.
Wednesday, September 9 • 1:00 PM CT
Show up live + claim your Business Health Scorecard.