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Join 7 Figure
Firms to Grow
Your Tax and
Accounting Firm

When it comes to tax and accounting firm growth, we’ve got it down to a science.

Our goal is:

“Increased 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)”

We’ve transparently shown how much our clients’ firms grow their cash sales month-over-month by firm size and specialty. See our results over the last four years.

Join 7 Figure 
Firms to Grow 
Your Tax and 
Accounting Firm
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.

Revenue Growth Rate vs. Industry

In 2018, the American Institute of Certified Public Accountants (AICPA) did a survey* showing the average growth rate of CPA firms in the industry. We knew the members of 7 Figure Firms were growing well beyond that. However, we didn’t know by how much. So we started asking all of them to report their cash sales on a monthly basis, straight from their QuickBooks file. The results are astounding. To the left, you’ll see the difference in 7 Figure Firms members versus the rest of the accounting industry, and a Methodology Memo detailing how we determine our growth rates.

An Entirely New Way of Thinking

While most companies try to just teach you a new way of doing marketing or pricing, we look at redefining every single part of your tax and accounting firm—in other words, full practice development. We know that big change requires that you reassess everything you do—even if you’ve done it for decades.

Old WayNew Way
ReactiveProactive
ManualAutomated
HourlyFixed
IndividualsBusinesses
LocalRemote
PastFuture
CertifiedKnowledge
GeneralNiche
PreparationPlanning
SeasonalityYear Around
BookkeepingChief Financial Officer
Low PriceHigh Value
Once I …Growth
PrepareAction
EmployeesTeam
DIYScale
TimeProfit

Built For Your Tax and Accounting
Firm’s Size & Specialty

Sole Practitioner

Sole Practitioner

Firms that have less than $250,000 in annual revenue and that are trying to get to the point where they can profitably hire and scale.

Small Firm

Small Firm

Firms between $250,000 and $1M in annual revenue that want to rapidly grow revenue, while maintaining profit margins and hiring a professional team.

Mid-Sized & Large Firm

Mid-Sized & Large Firm

Firms over $1M in annual revenue that are looking to scale while stepping back from the detailed work and day-to-day management.

Accounting

Accounting

Firms that provide only bookkeeping, accounting, controller and CFO services.

Tax

Tax

Firms that provide tax preparation, planning, quarterlies and tax resolution services.

Financial Services

Financial Services

Firms with licenses to provide investments and insurance to small business owners.

Mid-Sized & Large Firm

Multi-Service

Firms that provide at least two of the service categories above (or others, such as audit) and are upselling and cross-selling clients into multiple lines of service.

Strategy at Every Stage of the Journey

What Are the Biggest Problems Faced by Your Tax and Accounting Firm Today?

At each stage of the firm growth lifecycle, we see similar but very different challenges. Getting appointments, pricing, packaging, handling objections, knowing what technology to use and hiring technical tax and accounting staff, managers, sales and marketing professionals and more.

Strategy at Every Stage of the Journey
How to Pick a Niche for Your Firm

How to Pick a Niche for Your Firm

Most companies provide vague advice when it comes to picking a niche for your firm. We focus on the math. We look at the revenue, income, cost to acquire, willingness to pay and lifetime value in each niche.

You may choose to focus on a specific industry (doctors, dentists, lawyers, etc.) nationwide or be a generalist provider in a locality. We’ll help you pick a niche that will allow you to grow your revenue with the fewest number of clients possible while still maintaining profit margins.

Messaging to Get Clients to
Book Appointments

Once you’ve selected the niche to focus on, it’s important to pick the service you’re going to offer first. Some choose to focus on tax planning. In that situation, the messaging is about tax savings:

Estimated Overpayment

$16,394
Prior Year

$18,234
Current Year

$22,395
Future Year

Others focus on CFO services where they immediately look at the total financial picture of the client. As a result, their messaging focuses on:

Revenue (volume, price)

Cost of sales (variable, fixed)

Gross profit

Operating expenses

Net profit

Taxes

Post tax net profit

Asset Protection

Wealth

Business valuation

Retirement

We have dozens of templated Facebook ads, LinkedIn campaigns and email marketing templates to get the attention of your ideal client.

Messaging to Get Clients to
Book Appointments
We Set Tough but Achievable Goals

We Set Tough but Achievable Goals

Once you understand your biggest problems, niche market, service and messaging, we set goals together. These include:

  • Grow capacity to
    onboard new clients
  • Setting appointment goals
  • Reviewing your pricing
  • Improving your close rate
  • Reviewing your organizational chart and full-time employees
  • Increasing profitability
  • Identifying existing clients to upsell
  • Identifying existing clients to renegotiate prices with

And we consider all the time frames:

  • Now until retirement
  • 10 years
  • 1 year
  • Quarterly
  • Monthly
  • Weekly
  • Daily

Marketing to Generate

High-Quality Leads

Review Your Existing Client Base to Provide More Value and Get Paid for It

One of the biggest impediments to growth is a lack of willingness to reassess your pricing and terms with existing clients. When we get started, one of the first things we do is to look at your existing client base and:

  • Upsell them into new advisory packages
  • Repackage their existing services into new packages
  • Add commissionable third-party referral services
  • Increase your prices if they’re unprofitable
Review Your Existing Client Base to Provide More Value and Get Paid for It
Linkedin Marketing to Get Appointments With Larger Companies

LinkedIn Marketing to Get Appointments With Larger Companies

We’ll help you set up 1-8 LinkedIn profiles to start generating 2-5 appointments per week per profile, targeting either business owners in an industry niche or general businesses locally. We’ll provide you all the tools, resources and guidance needed to set up proven systems that have resulted in our predictable growth over the last four years.

Email Newsletters to Nurture Leads
to Schedule Appointments

We help you with one of the biggest challenges facing tax and accounting firms: getting leads. But once you get them, you need to nurture them with email newsletters that you send out as infrequently as 3-5 times per week or as often as 1-2 times per day. We’ll give you dozens of email newsletter templates for CFO services, tax planning and other advisory service offers. Each template can be copied and pasted for use by your firm to generate appointments.

Email Newsletters to Nurture Leads
to Schedule Appointments
Facebook Advertising to Get Hundreds of Appointments Per Month

Facebook Advertising to Get Hundreds of Appointments Per Month

Once you’ve mastered upselling existing clients, LinkedIn marketing and email newsletters, you’re ready to add fuel to the fire. Facebook advertising can produce hundreds of appointments with business owners per month. We’ll give you the ads, targeting and landing pages, and help you connect all the tech to start generating appointments on auto-pilot.

Website to Generate Appointments on Auto-Pilot

We give you website templates and landing page templates to help you describe the value you provide to clients, so your website turns passive pages into a 24/7 appointment-generating machine.

Website to Generate Appointments on Auto-Pilot

Sales to Convert Leads Into Profitable Revenue

Pricing Policies to Keep You Profitable

Most tax and accounting firms look to improve their systems and efficiency to improve profitability. We respect and understand that the most leverage firms get with margin has to do with high-quality revenues. We co-build pricing policies with your firm to keep your margins high:

Compliance vs. Advisory

Education-Based Sales Decks to Get Clients to See the Value of Your Services and Be Willing to Pay Premium Fees

Education-Based Sales Decks to Get Clients to See the Value of Your Services and Be Willing to Pay Premium Fees

We have 30-150 slides of education-based sales presentations that allow you to show value to prospects and existing clients. You’ll have a video call, share your screen and start indoctrinating the prospect into the process of working with your firm. At the minimum, you’ll receive these materials for the following advisory products:

  • Tax planning
  • Tax resolution
  • Chief Financial Officer services
  • Relief lendings, CARES, forecasting (Coronavirus)
  • Forgiveness Consulting (PPP)
  • Assets under management deck*
  • Indexed Universal Life (IUL) / Variable Universal Life (VUL)*

These decks also include sections on how to diagnose clients, set pricing and handle objections.

*licensed financial advisors only.

Build a Professional Tax
and Accounting Team That
Retains Clients

Hiring to Acquire the Best Talent
in the Industry

Identify and target your ideal next hire by utilizing a structured system that includes job ad templates, culture cases, personality tests, interview tests and questionnaire templates. 

Hiring to Acquire the Best Talent
in the Industry
Staff Retention to Keep Your Team Members for Years

Staff Retention to Keep Your Team Members for Years

Create an incredible culture to allow your “A” players to thrive and inspire all staff to push towards the firm’s goals. We will walk you through how to foster a great culture that includes performance reviews, staff benefits, staff compensation and staff success metrics templates. 

Onboarding Process to Get the Client Value in Days

Learn how to automate from the time the client says “Yes, let’s move forward” to sending the engagement letter, launching the client portal and capturing the first key details necessary to begin each engagement. We will walk you through where in your onboarding process you are getting stuck, and how to shorten the onboarding timeline to allow for a client to experience a seamless transition into your firm. 

Onboarding Process to Get the Client Value in Days
Delivery Systems So You Know Where the Firm and Clients Stand

Delivery Systems So You Know Where the Firm and Clients Stand

Once the client is successfully onboarded, it’s critical to make sure the internal staff knows what steps to take to run an efficient and effective engagement. We will walk you through the recommended task management process, simplify training on how to execute a high-value advisory service and provide the necessary deliverables and templates to show your clients value. 

Tech Stack to Run Your Firm Like
a Production Factory

Knowing which software applications to use can become challenging, especially as more and more continue to pop up. We will walk you through how to think about your system and identify the holes to be filled, and how to solve your firm’s key problems with process, software and/or human capital. 

Tech Stack to Run Your Firm Like
a Production Factory

Transition From Tax Compliance
to Advisory Services

For each of the advisory services below, we’ll give you all of the marketing, sales and delivery materials needed to be able to add these services to your tax and accounting firm—even if you’ve never delivered them before.

Tax Planning

Save clients tens or hundreds of thousands of dollars through proactive tax planning in their business and personal life.

Tax Resolution

Help clients fight against the Internal Revenue Service (IRS) to eliminate or reduce their tax liability through a comprehensive review of their business and personal financial situation.

Tax Planning
Chief Financial Officer Services

Chief Financial Officer Services

Look at a client’s entire business and advise them with proactive, forward-looking statements to help them increase revenue, gross profit margins, net profit margins and enterprise value.

Wealth Management

Review a client’s personal net worth, investments, insurance and estate planning strategy, and help them create a tax-advantaged wealth management plan.

Financial Coaching

Guide clients through the difficulties in managing their finances as a financial coach, where you teach them how to manage their business and personal finances.

Crisis Consulting

Help clients with the Paycheck Protection Program (PPP), Economic Injury Disaster Loan (EIDL) or the Main Street Lending (MSL) products, and CARES Act tax planning as a result of the 2020 pandemic.

We Care About Your Success More
Than Anything Else

We Care About Your Success More
Than Anything Else

Dedicated 1-on-1 Support With Client Success

Our team will meet with you on an ongoing basis to help you
and your team implement the key items above, so you can consistently increase revenue while maintaining profit margins.

Dedicated 1-on-1 Support With Client Success
Q&A Calls With Expert Coaches Every Week

Q&A Calls With Expert Coaches Every Week

Each week, we hold 9+ hours’ worth of calls where you can join and ask instructors anything, from technical topics to how they built their tax and accounting firms to $1M and beyond.

Events to Meet Others Like You
or Better Than You

There’s nothing better than meeting someone who is 2, 3, 5, 10 steps ahead of you, and learning exactly what mindset and tactics they implemented to get their business to the next level. We hold events four to 12 times per year, both virtually and in locations like Miami, Fort Lauderdale, Phoenix, Lake Tahoe, San Diego, Cayman Islands and more.

Events to Meet Others Like You
or Better Than You
Customer Community for Daily Questions

Customer Community for Daily Questions

We have a private community where you can receive answers from other members and expert coaches in minutes, so you can serve your clients with confidence.

5x Per Week Daily Dispatch Email of the Day’s Events

We do so much in just one business day that we send a multi-page email every single weekday on what’s happening in the 7 Figure Firms community: who’s succeeding, any new materials that have been released and more.

5x Per Week Daily Dispatch Email of the Day’s Events

Peace of Mind for
Everyone in Your Tax and
Accounting Firm

Admins

Admins

You’ll support teams and make sure the processes we install in the business are running every single day. Marketing, scheduling appointments, onboarding clients and ensuring the firm hits deadlines.

Staff

Staff

You’ll learn how to identify opportunities to grow your firm by knowing when a client isn’t paying enough, is taking too much of the firm’s time or needs additional value through advisory services.

Managers

Managers

Get support in learning how to package and price engagements with new and existing clients. Get templates for tax planning, CFO services, wealth management and more.

Co-owners & Partners

Co-Owners & Partners

Increase the revenue of the firm, maintain profit margins at scale, transition into advisory services and build a team to deliver it all. We’ll help you set the strategy, implement it and hold the team accountable.

Sales Staff

Sales Staff

We help create systems in the business where you are solely responsible for converting leads into taking up advisory services using a 150+ slide education-based sales deck.

Marketing Staff

Marketing Staff

You’ll be shown every step of acquiring new leads and nurturing them using LinkedIn marketing, Facebook advertising and email marketing newsletter, to produce appointments from prospects and existing clients.

Our Clients Say It Best

Hear from other accounting and tax professionals who have grown their businesses with 7 Figure Firms.


Featured Resources

Blog

Why Digitizing Your Tax Firm is Vital with Accounting Practice Management Software

Read Blog
Video

7 Things Aspiring Outsourced CFO Needs to Ask Themselves

Watch Video
Blog

5 Tax Planning Strategies to Save Your Tax Clients Money Using Tax Planning Software

Read Blog

Scientifically Increase Revenues 
and Profits

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AccountingTax.com by Andrew Argue is now Corvee