Free Professional Resources

We believe that your success comes first. That’s why we have a variety of free resources available to you. Here you can find access to the tools you need to start your journey today.

Free E-Books


Red to Black

Learn the turnkey process to can take your clients from “Red to Black” as the Profit & Growth Expert offering proven CFO & Advisory services.
In The Black Book

In the Black

Learn to MAP your business and address the 3 areas of the company that determine your profit in business.
Profit First Book

Profit First

Transform your business from a cash-eating monster to a money making machine using this proven system.


FREE Career Path & Personal Development


Business Plan

For accounting, bookkeeping & tax professionals.

Job Placement

This 17-part course will help you to get the job you want and be paid what you are worth!

Personal &
Family Finance

The Money Management 101 – Payday course helps you live debt free with confidence.


Building the Premier Accounting, Bookkeeping, Tax Business


Lead Generation & Automation Webinar

Discover how to get the accounting & tax clients you deserve by leveraging your online presence using proven automated processes.

Virtual Trade Show
And Toolbox

Great tools to use in your Bookkeeping and Accounting Business to save money, save time, and increase productivity.


Get the latest tips, tools, and trends in building a Premier Accountng Firm.


Click here to view the latest episodes of our podcast, “Building The Premier Accounting Firm.”

Free Consultation
- Let's Talk

Pick a time that works best for you!


Business Resources


Famous or Rich: 9 Ways Value Builders Prioritize Wealth Over Recognition

You’ll discover:

•  The surprisingly simple strategy behind one founder’s $87 million exit

•  The strategic move that took one company from being worth three times EBITDA to more than 13 times in just two years

•  The 10/40 rule and how it can jack up your take from the sale of your business


8 Ways To Re-Invent Yourself In A Crisis

You’ll discover how to:

•  leverage digital channels while working from home

•  exploit an increased use of social media to drive sales

•  pick the best part of your business to invest in now

•  motivate yourself to act with clarity and confidence


The Yes Box

What do Airbnb, Mailchimp, Microsoft, and Uber have in common?


They all started in an economic downturn.


Discover how to reinvigorate and expand your business at a time when others prioritize survival and preservation.


The Rainmaker's Dilemma

Did you know almost half of all business owners will hit the same stumbling block?


They become the primary revenue driver for their company – The Rainmaker.

Avoid the downhill trap of becoming the Rainmaker and make the transition to Architect of your business.


The Overlooked Owner eBook

How do you determine the value of your business?

You might think this involves an in-depth look at your books, sizing up the market, and many other types of quantitative analysis.

But a study of 1,511 companies uncovered an often-omitted factor when assessing company value—the business owner.


How to Productize Your Service in 8 Simple Steps

Have you ever wondered how to make a business less reliant on its owner? The answer is to “productize” the service.


This is the process of breaking down the service into a series of steps and packing it like a tangible offering. We’ve developed an eBook outlining an 8-step approach to help you productize your service.


The Definitive Guide to Standard Operating Procedures

Does your business lack organization around basic tasks? Do your employees seem reliant on you? Are you questioning how you can improve your growing business and its value?

If you answered yes to any of these questions, implementing SOPs may be what you need to solve your problems.


The Freedom Point

If you’re like most business owners, your desire for freedom is hardwired into your psyche.


This eBook will help you calculate your Freedom Point, which is when work becomes a choice, not a necessity.


The 4 Degrees of Delegation

How would you rate your ability to delegate?  


If you’re like most business owners, you probably give yourself a decent grade. However, if you’re constantly finding yourself disappointed in people on your team, the problem may be less about them and more about your ability to delegate effectively. 


The Exit Checklist

For a successful exit, you need to be able to say a hearty “Yes!” to two important questions:


1. Is your business ready for you to exit?

2. Are you ready to exit?


They’re easy questions to ask, but difficult to answer. This is why we’ve created a five-step action plan to ensure you have a happy, lucrative exit from your business.


The Owner’s Metric

While you can’t buy happiness, you can buy personal freedom. It comes from building enough wealth that work becomes a choice.


What’s the fastest way to attain the feeling of true freedom?


Focus on the one number you need to be truly free – the ultimate Owner’s Metric.

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Beginning with the end in mind


Start Your Journey Today

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