If you’re like many of the CPAs I meet, you’re working long hours..... trying to hold everything together... and can’t believe you still haven’t hit that elusive 7-figure mark.

When you get up in the morning to go to your practice, do you really feel in control?

Control of your own time, your clients and your team?

This is not how most practitioners feel or act or live.

The “TCT Approach” (Time, Clients, and Team) will equip you to take charge in a non-confrontational manner. Your team and clients will respect you and trust that you have their best interest at heart.

Learning Objectives:

• My powerful time management process – the exact system i use to manage time, distractions, opportunities, and team members. Master this and watch your practice run like a well-oiled machine!


• The simple 2-step process to manage employees. You will easily gain more control, power, and peace of mind in your practice.


• My own meeting agenda template – meetings are a critical tool for building a proactive culture and helping your practice reach its goals. This template will make everything run smoothly so you can enjoy more control and freedom.