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Get Organized + Make It Happen This Week
https://vimeo.com/1113448744/09ba848603?ts=0&share=copy Hi Lab Friends! 🙌 Ready to get laser-focused and move your business forward? Here’s a simple—and super effective—framework to plan your week, book more clients, and build confidence in what you do.
Get Organized + Make It Happen This Week
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The 6-Figure Firm Roadmap
Intro - The truth: You don’t need 1,000 clients to hit 6 figures. - With the right services, pricing, and systems, you can reach 6 figures with as little as 75–150 well-structured clients. - This guide gives you a checklist + SOP framework for your staff.
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The 6-Figure Firm Roadmap
How I built my multi-six-figure tax and accounting firm from scratch
Step inside the real, behind-the-scenes story of how I grew a tax and accounting firm from zero clients, zero brand, and zero experience running a business… into a thriving multi–six-figure company serving Small businesses in restaurants, construction, landscaping, HVAC, and more industries. In this video, I break down the exact steps I took — from learning the skills, building trust in my community, and creating simple systems, to hiring a team, expanding services, and turning my expertise into predictable, scalable revenue. You’ll hear the mindset shifts, the mistakes, the breakthroughs, and the strategies that helped me build a business that not only pays me well, but gives me freedom, impact, and a mission bigger than myself. Perfect for aspiring firm owners, tax pros, bookkeepers, or anyone starting from nothing and ready to grow. https://youtu.be/YbkhUwI0BJY
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Hiring Your First Staff Member – Start with an Executive Assistant
I know exactly how it feels to wear all the hats in your firm. I was answering emails, scheduling calls, managing clients, and trying to grow the business—all at once. It’s exhausting. The first real shift came when I hired my Executive Assistant. At first, it was scary to let go, but here’s the truth: - ✅ They took over my inbox and calendar so I could breathe again. - ✅ They became my gatekeeper, protecting my time and focus. - ✅ Eventually, I trusted them enough to tell ME what to do, so I stayed focused on CEO-level work. Here’s what gave me peace of mind: I was making between $100–$150/hour, and I could pay my EA $20–$25/hour. That math made sense—I knew it would work. 👉 If you’re still doing everything, start thinking about the moment you can bring someone in. It doesn’t just free up time—it frees you to lead. 💡 Action for You:If you hired an EA today, what’s the first task you’d hand off—your inbox, your calendar, or something else? Drop it below ⬇️
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The Tax & Business Lab
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Welcome to The Tax & Business Lab, Build a Boutique Firm. Break $350K+. Lead with Confidence
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