I just spent the last week going through my own firm's pricing — bookkeeping retainers, tax prep fees, all of it. Found clients I'd been undercharging for years. Found an error in my own engagement letter template that was underquoting every new client who signed it. Found almost $16K in work I'd done this season with no defined price behind it at all. None of this was some big dramatic failure. It's just what happens when you build a firm fast and don't come back to check the fundamentals. Most of you reading this have the same thing sitting in your books right now — you just haven't run the numbers yet. So starting today, I'm running a full series in IAM Tax & Accounting University — the exact operating system I use to grow this firm, taught lesson by lesson, applied to tax and accounting instead of generic "business advice." Here's what's coming: → Raising Your Fees Without Losing Clients (today) — why undercharging is the certainty, not the risk, and the exact math and script to fix it → Pricing Your Services — building a fee structure that scales instead of guessing every time a new client asks "how much?" → Fast Cash — where to find money already sitting in your firm before you chase a single new lead → Your Marketing Machine — turning referrals and content into a system instead of hoping it happens → Hooks — getting a prospect's attention in the first five seconds, before they scroll past → Branding — becoming the name people think of first in your niche, on purpose → Lifetime Value — moving clients from a single tax return to bookkeeping, advisory, and beyond → Retention — keeping clients past the first renewal, every renewal → Closing — turning consultations into signed engagements without feeling like a salesperson → Proof — building instant credibility with a stranger who's never heard of your firm Same format every time: what I actually did in my own firm, then the framework so you can run it in yours. Lesson 1 starts today: Raising Your Fees Without Losing Clients.

TOP SECRET. DO NOT SHARE THIS LINK... lol This thing is loaded. Main stage keynotes, AI panels, fireside chats, M&A conversations — all in one place. Breakouts are grouped by conference day so you can binge by theme: AI, tech stacks, risk, IRS enforcement, branding, modern advisory. Sessions worth your time: - From Systems to Scale: Building a 7-Figure Modern Accounting Firm - The Death of the Clock: Pricing in the Age of AI - Automate the Boring Stuff: Workflows That Run While You Sleep - How the IRS Is Using AI (and what to do when the bot comes knocking) - Calm, Not Chaos: A Practical Approach to Business Risk - Scaling Without Headcount: Designing the AI-First Firm of 2026 - Practical AI in Tax Prep, zero-entry accounting, IRS audit protection, subscription pricing, hybrid/onshore/offshore models If you're an accountant or bookkeeper who wants to build a profitable, modern firm, this is a full conference in your pocket. Find the sessions that hit your current pain points. Take notes. Implement one idea per week. Come back and thank me later. START LEARNING NOW

Some of you have asked what I actually run my firm on. So here is my full stack: 🧾 Tax Prep - Drake Tax — Tax Prep - Intuit TaxAdvisor— Tax Planning 📊 Bookkeeping - QuickBooks Online — client books 🗂️ CRM / Workflow - Tax Dome — client portal, e-sign, document requests, automation 📣 Marketing & Sales - Go High Level (GHL) — funnels, SMS, email, pipeline - Stripe — billing + subscriptions 🎥 Content & AI - Perplexity Comet — research, drafting, automation - Notion — SOPs and team docs - Claude & ChatGPT - Miscellaneous tasks and research That's it. 👉 Your turn — drop your stack in the comments.What's the ONE tool you couldn't run your firm without? And what's the one you're about to fire? 👇

I built an AI that writes exactly like me. Here's exactly how, in two videos and about three hours of setup. Every one of us has typed "make this sound like me" into ChatGPT or Claude at some point. It never actually sounds like you. It sounds like AI wearing your logo. So I recorded the whole build. Two parts, start to finish, showing exactly how I set up a Claude Project trained on my real brand: my website, my ideal client, my actual emails, my actual reviews, and 25 honest answers about why my firm exists in the first place. 🎥 Part 1: https://www.loom.com/share/0af3961b693a4e74b3b46fdde6fdbcf5 — gathering your source material and setting up the project 🎥 Part 2: https://www.loom.com/share/4f5773aabec44496ac131c179b05f316— generating your brand voice, locking in custom instructions, and testing it Attached below are the exact templates I used. Use these as your model: - Ideal Client Profile template - Website copy and brand audit example - Client reviews compilation example - 25 Questions to Build Your Firm Voice (the interview prompt) Here's the short version of what you're doing: 1. Gather your website copy, ideal client profile, best emails, and reviews. 2. Create a new Claude Project and upload everything. 3. Answer the 25 questions honestly. Upload your answers. 4. Ask Claude to generate a full brand voice document, then a one-page summary. 5. Ask Claude to turn that into custom instructions, then lock them into your project. 6. Add your own non-negotiables: words you never say, habits you hate, tone you won't allow. 7. Test it with something simple. Read the output out loud. If it's off, tell it exactly what to fix. Budget two to three hours. Watch both videos first, then build it alongside me. Drop your questions below. If you get stuck on any step, tag me and I'll help you work through it.

Nine new faces have joined the Academy in the last three weeks, and a join notification isn’t much of an introduction, so here we go. @LaSharra Johnson is a tax specialist and bookkeeper. @Jonathan Herbez moved from Argentina to Texas chasing financial freedom. @Margaret Omulindi is a new bookkeeper putting in the work to learn the trade right. @Pandora Saunders is a CPA who has cleaned up books for 200+ founders and gotten month-end close down to 5 days. @Connie Christian @Cris Sant @Austin Reeves all joined within the last week. @Dinho Ron entire bio is one word, relentless, and I believe it. @Sergio Sotelo brings 20+ years of tax experience and is now going after the EA exam. Welcome in, all nine of you. Drop a comment and tell the group what you’re working on right now, a client problem, a growth goal, whatever’s actually on your plate. Lets grow together!