Member Connect
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Chat 1-1 or as a group with other firm leaders
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Connect with members by location, role, or expertise
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Build trusted referral relationships
Practical Resources
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Price calculator, job descriptions, sales process, and much more!
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.
Events
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Premium thought leader webinars
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Live events to collaborate on key topics with you peers
Courses
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.
Mastermind Group
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Grow with 5-7 of your peers on a monthly facilitated group zoom call led by our lead coach, Joe Montgomery, III, CPA
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Accountability, Comradery, Perspective, Relationships
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Included in your membership
$250 / mo. For a Limited Time Only
Resource Library
self-paced courses
premium webinars
Vendor discounts
member directory & chat
mobile app
monthly q&a call
250/mo
OPen firm +
monthly mastermind call
2 day - annual leadership retreat
Private group chat
250/mo
Normally 500/mo
