For CPA’s, EA’s and Bookkeepers

The firm you pictured when you started is still buildable.

It got buried the way it always gets buried — under deadlines, discount clients, and a pricing model that pays for typing and gives the advice away free. The Firm Builder's Playbook is how one practitioner dug out, four times over: the fee schedules, the niche, the consultation scripts, the team. Every play drawn up, so you can run it in your firm.

Get the Playbook — $1,997 See the Plays

One payment. The complete course — no subscription, no community to keep up with, and nothing else you need to buy to use it.

It's not you. It's the model you were handed.

Nobody sits a new practitioner down and explains the trap — so most discover it the slow way, one tax season at a time:

The advice clients would pay thousands for leaves your office free — tucked into an eleven-minute return review, because the model only knows how to charge for the return.

Every March, the same clients resurface with the same emergencies — because a practice paid to react never gets ahead of anything.

Your income is capped by your calendar, and your calendar is owned by deadlines that don't negotiate.

If you stopped showing up, the firm would sell for the furniture — everything valuable about it still lives in your head.

None of that is a talent problem, and it was never a work-ethic problem. Compliance was simply the only playbook you were ever given. This is the other one.

Every play, drawn up

Nine modules, in the order a firm is actually built. Each play comes with the worksheet that runs it — you don't leave with notes, you leave with installations.

MODULE 1

Vision & Goal Mapping

Start where every rebuild starts: the firm you'd build if nobody else's deadlines were voting. Vision mapping first — then the long-term picture cut into goals you can move on this quarter.

MODULE 2

Fee Schedules by Firm Stage

What to charge at your stage, in writing. The undercharging was never humility — it was a missing schedule. Here is the schedule, and the math that makes advisory fees a decision instead of a leap of faith.

MODULE 3

Choosing Your Niche

You already suspected it: "anyone with a tax problem" is not a market. Pick the one that already pays for advice — and let the rest go without guilt.

MODULE 4

The Ideal Client Profile

Define, in writing, the client who makes the firm work — and the one who quietly costs you money — before the next "quick question" call defines it for you.

MODULE 5

Building Your Network

Referrals were never luck. The relationships that send the right clients, built deliberately — the way firms that don't advertise stay full.

MODULE 6

The Appointment Setter

The hire that hands you your calendar back: a setter who keeps your consultations booked while you do the work only you can do.

MODULE 7

The Consultation System

SOPs and word-for-word scripts for the meeting where advisory clients are actually won — so a great consultation stops depending on your mood, your sleep, or the month on the calendar.

MODULE 8

Onboarding That Sets the Tone

New clients started the way profitable engagements start: organized, paid, and clear about what happens next — before the first deadline tests the relationship.

MODULE 9

Retention, Reviews & Your Tech Stack

Keep the clients you fought to win. The review rhythm and the systems that make a firm hold its value — and hold together without you standing in every room.

Run the plays at your pace

Built to be installed between client meetings — not binged on a weekend and forgotten by Monday.

STEP 1

Watch

Roughly 40 on-demand lessons, in order — or straight to the module your firm is missing most.

STEP 2

Install

Complete each module's worksheet inside your own firm: your vision, your fees, your niche, your scripts. The build happens in the business, not in a notebook.

STEP 3

Charge

The next prospect who calls meets the new fee schedule and a real consultation system — and the advice finally carries the price it always deserved.

Drawn up by someone who has run every play under pressure

GREG J. RODRIGUEZ, CPA, M.S. TAXATION, CEPA

Greg has spent more than 30 years advising business owners, and he has built four CPA firms from the ground up. Three exits succeeded. The fourth taught him what the first three had hidden: a firm that depends entirely on its owner isn't an asset — it's a job with overhead.

Four risks quietly decide what a firm is worth — owner dependence, customer concentration, weak financial reporting, and operational inefficiencies. They are in this course because he met them personally. The Playbook is everything those four firms taught him, written down in full, so the next practitioner doesn't have to buy the same lessons at the same price.

The profession has had him teach it, too: Greg has educated other CPAs as a presenter for CalCPA.

The complete Playbook

All 9 modules — roughly 40 video lessons, about 3 hours
The complete set of Playbook worksheets
The consultation SOPs and scripts, ready to run with your own clients
Lifetime access — watch on your schedule, on any device
Just the course — complete on its own, nothing else required

$1,997ONE PAYMENT · YOURS TO KEEP

One payment — the complete system, every module and every worksheet, with nothing held back for a higher tier. There isn’t one.

Get Instant Access

Secure checkout. The course and worksheets are delivered to your email inbox.

Questions

Who is this course for?

CPAs, EAs, and bookkeepers who want to build or grow an advisory practice. It is a firm-building course — not tax-technical training, and not tax advice for business owners.

How is it delivered?

On-demand video lessons with the Playbook worksheets, delivered to your inbox after checkout. Watch on any device, on your schedule.

How long does it take?

About 3 hours of video across roughly 40 lessons in 9 modules. Most practitioners install one module a week — the worksheets are where the time goes, and that's the point.

Is there coaching or a community included?

The course itself includes no coaching and no community — deliberately. The Playbook is the whole system in writing and on video; there is nothing to schedule and no group to keep up with. After you enroll, there is one optional opportunity: a single 45-minute implementation call with Greg, $599, to pressure-test your fee schedule and first moves. Take it or leave it — the course is complete without it.