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Intro Consultation

This isn’t a sales pitch — it’s a working session. In 30 minutes, we’ll talk through your firm’s growth goals, brand positioning, and client acquisition challenges. You’ll leave with clarity, direction, and honest feedback on whether I can help.

Spots are limited, and I only take on firms where I know I can make a difference. If that sounds like you, let’s talk.

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Schedule Your Consultatio

Does your brand look like every other CPA firm?

Check out our availability and book the date and time that works for you

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