


1:1 Coaching Monthly
What’s Included Each Month
Weekly 1:1 coaching sessions tailored to your business goals
Personalized strategy and advisory guidance
Client scenario reviews and real-time coaching
Action plans, checklists, and tools for immediate implementation
Private messaging access for support between sessions
Ongoing accountability and progress reviews
Access to exclusive templates, workflows, and implementation resources
This program is by application only, and space is intentionally limited to ensure every client receives focused, high-touch support.
👉 Ready to grow your tax firm with clarity, confidence, and strategy?
Apply today
What’s Included Each Month
Weekly 1:1 coaching sessions tailored to your business goals
Personalized strategy and advisory guidance
Client scenario reviews and real-time coaching
Action plans, checklists, and tools for immediate implementation
Private messaging access for support between sessions
Ongoing accountability and progress reviews
Access to exclusive templates, workflows, and implementation resources
This program is by application only, and space is intentionally limited to ensure every client receives focused, high-touch support.
👉 Ready to grow your tax firm with clarity, confidence, and strategy?
Apply today
What’s Included Each Month
Weekly 1:1 coaching sessions tailored to your business goals
Personalized strategy and advisory guidance
Client scenario reviews and real-time coaching
Action plans, checklists, and tools for immediate implementation
Private messaging access for support between sessions
Ongoing accountability and progress reviews
Access to exclusive templates, workflows, and implementation resources
This program is by application only, and space is intentionally limited to ensure every client receives focused, high-touch support.
👉 Ready to grow your tax firm with clarity, confidence, and strategy?
Apply today