“Rob has phenomenal ideas for running a CPA firm, whether it’s related to workflow, AHR, or other metrics. I just can’t recommend the program enough; it’s simply a resource I haven’t seen anywhere else.”

I’m Kevin Bastet, owner of Bassett & Associates, and since joining the program in 2019, we’ve doubled our revenue to $4 million and significantly increased our profitability. We initially joined to fix our workflow issues, and in the process, we’ve improved so many other aspects of our business that we didn’t expect. Beyond the improvement in our numbers, we’ve implemented workflow software and automation, which has been a huge help, and hired client excellence coordinators—something I recommend for all firms. This has been a total game-changer, freeing up our accountants to focus more on their core work and increasing our capacity. We also hired a business manager, giving us greater insight into our business and helping us make better decisions, making it much easier to grow the firm. These changes have allowed us to increase our average hourly rate (AHR), and by driving this up, everything else takes care of itself.

Thanks to the program, I’ve been able to drive down my time. I’m now completely out of the accounting work, which has allowed my wife and me to spend about half the year at our beach house. My time is down, and our numbers are up! I’m really happy with the results we’ve achieved through the program.

The program’s structure has been wonderful, providing a ton of content that has made our team smarter, and helped foster a sense of community through the in-person Boardroom sessions, where we share best practices with other firms and refer work to each other. The network of firms has been amazing, and I can’t recommend it enough.

Rob, our coach, has been outstanding—like a sports coach, he holds us accountable, calls out our BS, and pushes us forward. He has phenomenal ideas for running a CPA firm, whether it’s related to workflow, AHR, or other metrics. I just can’t recommend the program enough; it’s simply a resource I haven’t seen anywhere else.