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EXECUTIVE COACHING FOR ENTREPRENEURIAL CPAs

Claim Your 3 Freedoms: Money, Clients & Time

 

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Ready to Get Off The Hamster Wheel? 

Entrepreneurial CPAs transform their firms from an endless grind into a business that they love.  

Ever feel like you're stuck in a broken business model?

  • Overworked, undervalued, and drowning in tax season after tax season?
  • Missing out on family time, hobbies, and personal interests because your firm consumes all your energy?
  • Watching clients make more money than you, wondering why you're not further ahead?

You're not alone. The traditional CPA model traps us in a cycle of stress, limits our personal freedom, and undervalues our expertise.

Ever feel like you're stuck in a broken business model?

  • Overworked, undervalued, and drowning in tax season after tax season?
  • Missing out on family time, hobbies, and personal interests because your firm consumes all your energy?
  • Watching clients make more money than you, wondering why you're not further ahead?

You're not alone. The traditional CPA model traps us in a cycle of stress, limits your personal freedom, and undervalues your expertise.

It's time to rewrite the rules.

The Accountant Success Formula™ is a proven framework designed to allow Entrepreneurial CPA's to reclaim their 3 FREEDOMS:

accountant success formula coaching

MONEY

accountant success formula coaching

CLIENTS

accountant success formula coaching

TIME

GET STARTED TODAY

Because I've been exactly where you are—and I broke free.

I have over 36 years of hands-on CPA experience and entrepreneurial coaching.

  • Hundreds of CPA’s achieving massive increases in revenue —some as high as 84% in the first year while reducing the number of clients

  • Doubling the value of their firms within 12 months.

  • Proven success showing CPAs how to decrease their working hours by 50% or more.

DISCOVER MY METHOD

I've cracked the code on the mindset needed to connect with high-end clients, and I'm excited to share these conversations with you. 

Because I've been exactly where you are—and I broke free.

I has over 36 years of hands-on CPA experience and entrepreneurial coaching.

  • Hundreds of CPA’s achieving massive increases in revenue —some as high as 84% in the first year while reducing the number of clients

  • Doubling the value of the firm in a short amount of time

  • Proven success helping CPAs decrease their working hours by 50% or more.

DISCOVER MY METHOD

I've cracked the code on the mindset needed to connect with high-end clients, and I'm excited to share these conversations with you. 

Don't just take my word for it:

Erik, just watched yet another one of your videos and it has inspired me to reach out and tell you what an inspiration you are. I actually converted my business model into a value added model before I even heard of you. I stumbled through the transition not so much that a had a better plan, it's just that I knew that what I was doing was insanity. What a game changer, I still work way too much but at least I'm earning way more money now, while most clients are very happy to pay monthly and not be burdened by an annual bill. Every accountant needs to really listen to your gospel, because it is so true; you really are an inspiration.

Gerry J. Hogenhout, CPA, CGA, CFP, AMP

Back in 2010, Erik’s firm operated like most traditional accounting firms — billing by the hour. But over time, we realized that model wasn’t working for us or our clients. So Erik made a bold move and switched the entire firm to fixed-price agreements. Clients loved it — no more surprise charges for quick calls or small tasks. On our end, it eliminated the headache of invoicing and chasing payments. It made things simpler, smoother, and as soon as we promoted this new model, our client base grew fast.


Ashley Chisholm (Executive Assistant CPA Firm)

Just got off our discover call where I went through your client meeting checklist. Agreed upon price was $2500 / month + HST That’s $7K more than I was going to charge over 7 months! This special project would make this one of my 3 largest clients all by itself, and will be even bigger when we roll over into being the CFO in January.

Thank you so much, you're amazing!


Tim Miron, CPA, CA

"Within months, I landed my first $6,000/month client and had another $384K annual revenue in the pipeline."


Milene Forte, CPA, CA

Proven Results - Our Clients Experience:

Double the value of your firm within the first 12 months.

 

Increase revenue by 50% in your first year—even with fewer clients.

Eliminate time tracking completely—no more timesheets, ever.

Achieve true personal-professional life balance with zero overtime, so you can spend more time with your family, passions, and personal priorities.

Exclusive Programs and Resources

Erik accountant success formula coaching

ASF Premier Coaching™

A personalized 1:1 coaching program aimed at accelerating the implementation and return on investment of the ASF Model. Participants also gain access to exclusive advanced tools and resources not available in the online program.

Acceptance is by application only.

Learn More
accountant success formula coaching

Accountant Success Formula™ Online Program

A 9-module online, self-paced program providing comprehensive access to the Accountant Success Formula™.

Ideal for those ready to implement the ASF Model at their own pace. If you're curious about or are ready to implement the ASF Model into your accounting practice then this option may be for you.

Learn More

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