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Growth & Development 
Programs for Tax and Accounting Firms

Growth & Development
Programs for Tax and Accounting Firms

Our coaching, training and events are built to help increase the revenue of your tax and accounting firm, while maintaining profit margins and building a professional team that can deliver alongside you. We cover niche selection, marketing, sales, onboarding, delivery and firm operations, all while helping you move from compliance to advisory services.

How Do We 
Define Success?
ACTUAL RESULTS OF CORVEE CLIENTS:
Average % Change in Monthly Average Cash Sales by Firm Size.
Read our Methodology Memo for how we calculate these numbers.

How Do We
Define Success?

Our firm growth and development programs are built to help you profitability grow your tax and accounting firm.

We help you with marketing, sales, onboarding, delivery and operations to achieve high-quality revenue growth. 

Our Goal is to:

“Increase cash sales compared to the cash sales of the previous month (MoM), or the cash sales of the same month in the previous year (smYoY)”

You can see actual results and a Methodology Memo here.

But revenue growth isn’t enough. We also have goals for revenue per full-time employee and for profit margins as you grow.

Our Goal is to:

7 Figure Firms

For those of you who already know that your success isn’t up to chance, the Corvee 7 Figure Firms growth and development program will help you architect every single aspect of your tax and accounting firm to get $1M in annual revenue—or if you’ve passed the $1M mark, get you to $10M. When you’re talking about goals this big, there’s no one specific thing to improve to achieve this goal. Instead, you need to be better at everything. You need more leads, better leads, better prices, better sales processes, improved onboarding processes, talented staff and bulletproof operations. There’s a lot to do and it doesn’t happen in a day. We’ll help you prioritize, learn, execute and knock each item off the list until you reach your goal.

Get Your First Million
in Sales, or Go From
$1M to $10M

Proven Results That Have Consistently and Predictably Increased Cash Sales Year After Year

We don’t just teach. We also track your cash collected and profitability on a monthly basis so we know the exact health of your firm. See our Methodology Memo and our typical increases in annual revenue for your firm size.

Get Your First Million 
in Sales, or Go From 
$1M to $10M
Group and 1-On-1 Coaching
to Hold You Accountable
and Help You Implement Strategies

Group and 1-On-1 Coaching
to Hold You Accountable
and Help You Implement Strategies

Most companies try to teach you. Instead, we partner with you every step of the way. We meet you on an ongoing basis, transparently track your results and hold you accountable to do the things you don’t want to do, but will help you grow your firm.

It’s Imperative You Move From Compliance to Advisory Services and We Help You Every Step of the Way

We help you price, package and deliver tax planning, CFO and wealth management services to provide more value to your clients. After all, more value to the client means the ability to charge higher fees and higher profit margin engagements for your firm.

It’s Imperative You Move From Compliance to Advisory Services and We Help You Every Step of the Way
Access to a Community of Top Industry Experts

Access to a Community of Top Industry Experts

In addition to 1-on-1 coaching, we provide 9+ hours per week of unmuted Q&A calls where you can talk to firm owners doing $1M+ in sales, and get their feedback on your biggest challenges.

Built for Your Tax and Accounting Firm’s Size & Speciality

Whether you’re a sole practitioner or a small, medium or large firm, we’ve designed the keys to growing past each of these stages. We’ve built distinct program tracks for each firm size and specialty, ensuring tailored strategies and processes for your particular firm.

Built for Your Tax and Accounting Firm's Size & Speciality

Tax Planning
Professionals

Unfortunately, most accountants are on the tax preparation carousel year after year with low-priced, low-value tax preparation. We help you move from being a reactive preparer to a proactive tax planner who saves your clients tens or hundreds of thousands in taxes per year—and gets paid to do so. With Corvee Tax Planning Professionals, we’ll show you every single step of marketing, sales and service delivery, as well as how to help new prospects and redefine yourself in the eyes of your existing clients, who have been used to your existing process for years.

Get Paid to Save Clients Money on Taxes

Transition From Tax Preparer to Planner

Tax planning is the process of looking at a person’s life and business, and the regulatory requirements to legally reduce taxes before year end. On the other hand, tax preparation is the process of preparing tax returns for submission to the Internal Revenue Service (IRS) after year end. We’ll give you all the tools you need to start providing both services and start helping clients save money on taxes.

Transition From Tax Preparer to Planner
Learn How to Show the Value to New Prospects and Existing Clients

Learn How to Show the Value to New Prospects and Existing Clients

Get appointments with new clients using email marketing and Facebook ads offering a “free tax assessment.” You can also use newsletters and outreach materials to educate existing clients about working with you on their first tax plan. We’ll give you the templates every step of the way.

Sales Materials

Sales Materials

We give you education-based sales decks to help you show the value to clients, estimate tax savings, share case studies, present the value and handle objections.

Pricing

Pricing

Rather than charging a few hundred dollars for tax preparation each year, we’ll help you charge 30% of estimated savings, upsell into implementation services and separately price the preparation and quarterlies as well. You can turn $600/year clients to committed clients paying $5,000-10,000/year.

Delivery

Delivery

Once you get the client to pay, now it’s time to deliver. From the tax planning strategies, kick-off call scripts, tax plan template and quarterly delivery materials, we’ve got you covered.

Our Clients Say It Best

Learn from tax and accounting firm owners who have used our growth and development programs to reinvent their entire firm, from end to end.


Move From Compliance to Advisory, Predictably Grow Your Revenue and Increase Your Profit Margins

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AccountingTax.com by Andrew Argue is now Corvee