You create ideas, we just execute them.

"kanban" - A project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow)."

Why now is the best time to start a CPA Firm:

75% + of active CPAs are retiring while new talent is rescinding in the field. We're facing a very pivotal point in our profession that many people won't capitalize on. There's a generational wealth shift. These aging firms are retiring and they have 3 options: sell to private equity (clients will hate it and leave), sell to another accountant (no guarantee they'll stay with the new owner) or walk away.

All 3 options leave the ultimate choice up to the client. These clients have been with these firms for years if not decades. And they're forced to re-enter the market to find someone new to work with. Let's make sure that their new accountant is you!

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Accounting Firm!

About You.

You're a seasoned Accountant. You kill it at work but you feel undervalued. Lately, you've been wanting to start your own firm but have no idea where to start. You want to help clients, create your own schedule and not leave any money on the table. But, you have no idea where to even begin. You know it's a process but you need the roadmap. You need someone who has done it before.

About Us.

We've been CEO's, COO's, CFO's and everything in between. We see a big opportunity in the market. We also see the eagerness of current Accountants to jump in. And we just want to help you be successful! We want to help you with branding, marketing, choosing the right software, legally structuring your firm, and hold your hand through the transition because we've been there!

Meet your COO

Stephanie J. Heredia

Bachelor of Science, Accounting I University of Tampa
Master of Accountancy I University of South Florida
10+ years working in Accounting + Operations at CPA Firms
10+ years scaling up Start-Ups (HealthCare, E-Commerce, Private Equity, Real Estate, etc.)
5+ years hiring, training and managing US & International Teams of 25+ people (in-person and remote)
3+ years scaling a CPA Firm (in-house) from $800k in total revenue to $5M + (Via entering new revenue markets, revamping the hiring program/employee onboarding, and restructuring overall service delivery, quality, and pricing)