Fix Your Firm is for tax-heavy firm owners who already know what needs to change. The price increase that won't get sent. The client who doesn't get fired. The team conversation that keeps getting postponed. We're in it with you for twelve months, with the scripts, the math, and the accountability to make the changes that matter actually happen.
Operations matter. The boundary work has to come first.
Most firm-fix programs start with workflows, tech stacks, and pricing models. Those things matter, and we get into them too. But the operational fires firm owners are trying to put out are almost always downstream of conversations they haven't had yet.
Once the hard conversations get easier with clients, with employees, with yourself, most of the operational stuff either fixes itself or gets a lot easier to fix.
That's the work we do together. And we do it with you the whole way through.
"When it's time for the hard changes (raising prices, firing bad clients, setting boundaries, announcing new policies), we're right beside you when you hit send. And we celebrate with you afterward."
These are the moments most firm owners avoid. That's not because they don't know what to do. It's because doing it alone is hard. So we don't.
No course modules to fall behind on. No mastermind where you compare notes and go home unchanged. A structured cohort where each firm gets a personalized roadmap, monthly support, and people who will be there for the actual sends.
We start with a 1:1 deep dive on your firm. Financial benchmarking, client list analysis, pricing review, capacity, software, profit leaks.
Six firms moving together. Monthly 1:1s with your coaches, two group implementation sessions a month, and weekly check-ins by chat to keep assignments on track.
We compare before and after: profitability, capacity, expenses, client mix, stress. Because this isn't about ideas. It's about outcomes.
We're not consultants looking in from the outside. Each of us has owned a firm, made the hard changes, and rebuilt around them. We know what it's like to be in the thick of it. And we know what it takes to get out.
Built and sold a virtual accounting firm, where she led major changes in pricing, client selection, tech, staffing, and workflow. Now she works with firm owners full-time, running AI Lab for Accountants and co-running The Collaboration Room. Her thesis: get AI working for your firm first, so it stops running you, and the pricing and client decisions you've been avoiding get much easier once you can finally breathe.
In public accounting for 20+ years; owned her firm from 2011 until she recently sold it. After years of chaos and exhausting tax seasons, she developed a scheduling process to cap weekly workload, keep hours predictable, and eliminate working long hours or weekends. That process, combined with value billing and careful client vetting, turned it into a profitable lifestyle practice before she sold. Has too many hobbies to be working weekends.
30+ years across public accounting and private industry. The last decade building and growing a modern, remote-first firm focused on flexibility, intentional client selection, and sustainable growth. After starting in a traditional firm environment, she realized there was a better way to build a business that supports the owner and the team. Now helps other firm owners navigate the real challenges of running a firm.
The increase you've been putting off, written, sent, and accepted. Plus the package structure to keep it from drifting again.
The low-fee, high-stress, wrong-fit clients let go. The right-fit ones you've been undercharging properly priced.
Working hours that mean something. After-hours emails that don't get answered. A team that knows the new normal.
Systems and processes that work without you holding everything together. The kind of firm that could keep running if you took a real vacation.
Six spots per cohort. Apply when you're ready and we'll be in touch.
Your cohort lives inside a private section of The Collaboration Room, our community of hundreds of firm owners. Twelve months of TCR membership included.
Apply for the next cohort