Does your CPA firm feel like a “tax shop” instead of a strategic advisory firm?

You can’t grow advisory revenue if your firm sounds like everyone else. The Positioning Suite™ dials in your positioning so you become only choice for your clients.

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There’s a Better Way

The Positioning Suite™ helps you clarify who you serve, how you're different, and what problems you're solving for those clients in 30 minutes or less. It’s a practical shortcut to becoming the go-to firm in a space that actually values what you do.

How It Works

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What You’ll Walk Away With:

Ideal Niche Options

Handpicked based on your current clients, team capacity, and revenue potential — so you can niche down without starting from scratch or guessing what’s profitable.

Positioning Statements

Simple, sharp statements that separate you from every other “tax & accounting” firm and use them in your homepage, pitch deck, and outreach to instantly stand out.

Clear Ideal Client Profiles

You’ll get specific examples of who you should be targeting, what they care about, and how to speak to them — so you stop attracting price-shoppers and start landing value-driven clients.

Productized Advisory Offers

Craft advisory services built around clear, recurring client problems — so you can package, price, and deliver strategic value without reinventing the wheel for every engagement.

Just $47 - Get Access Now

Get The Positioning Suite™

Sound Familiar?

“We do a bit of everything… and it’s hard to explain what makes us different.”
“We’re landing clients, but not the right ones.”
“I know we need to niche, but I don’t want to choose wrong and lose revenue.”
“We’re invisible next to specialists who charge more and do less.”

The truth is...You’re not alone. Most 7-figure CPA firms are too broad to grow advisory at scale, and too busy to fix it.

What People Are Saying

"I found the Positioning Suite to be thoughtfully designed. It gives firm owners a clear lens into how they’re positioned and how to align that positioning with their next stage of growth."- Bryce H.