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Proven resources used in our own firm and a small group of progressive firm leaders to help you grow

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Member Connect

  • Chat 1-1 or as a group with other firm leaders

  • Connect with members by location, role, or expertise

  • Build trusted referral relationships 

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Practical Resources

  • Price calculator, job descriptions, sales process, and much more!

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Strategic Partnerships

Get key vendor discounts from proven providers. We are tech agnostic. We don't take advertising fees or kick-backs and we aren't exclusive with our strategic partners.


  • Premium thought leader webinars 

  • Live events to collaborate on key topics with you peers

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Get self-paced courses to train you and your team on topics like advisory, sales, and an operating system for your firm that helps you build a scaleable firm.

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Mastermind Group

  • Grow with 5-7 of your peers on a monthly facilitated group zoom call led by our lead coach, Joe Montgomery, III, CPA

  • Accountability, Comradery, Perspective, Relationships

  • Included in your membership

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$250 / mo. For a Limited Time Only

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Resource Library

self-paced courses

premium webinars

Vendor discounts

member directory & chat

mobile app

monthly q&a call


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OPen firm +

monthly mastermind call

2 day - annual leadership retreat

Private group chat


Normally 500/mo

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firm forum +

goal tracker

firm score card

quarterly strategic planning

monthly 1-1 coaching

leadership team facilitation


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