Pick Your Lane.
You are not buying information — you are buying a shorter learning curve. One monthly coaching call if you are still deciding. The full Firm Accelerator if you are ready to install team, systems, automation and marketing.
Enroll Today →
The Starter Call.
One 1:1 coaching call with Cortney every month. For the woman who is new to the industry and wants a real roadmap before jumping into the full Firm Accelerator.
What The Starter Call Covers
- One 1:1 coaching call per month with Cortney
- Live audit of where you are today
- Clear next steps — LLC, EIN, PTIN if not done
- Software selection guidance
- Pricing sanity check
- Your first-client marketing plan
- Season-prep checklist customized to you
- Direct access to Cortney between the calls (async)
Who The Starter Call Is For
- Preparers still deciding if this industry is right for them
- New preparers who want to enter the industry the correct way
- People who have been burned by bad mentors before
- Anyone who wants a real conversation before enrolling in the full program
The Firm Accelerator.
You already know how to prepare returns. What you do not have is the team, systems, marketing and automation to run a real firm. This installs all of it.
The Systems You Will Install
- Team recruiting, training & delegation SOPs
- Client intake & onboarding automation
- Document collection, e-sign & delivery workflow
- Online marketing engine — organic + paid
- Tax resolution offer scripts & positioning
- Pricing frameworks that stop the undercharging
- Quality control at every stage of the return
- Firm calendar & season timeline
- Performance tracking dashboards
- Off-season revenue planning
- Life-and-business balance rhythms
- Leadership habits that actually stick
The Pain Points This Solves
- You are the bottleneck for every return in your firm
- You have no automations — everything is manual
- You have no online marketing plan
- You have no tax-resolution offer (missed revenue)
- You were overcharged for training that never delivered
- You had a bad mentor and are wary of the next one
Two Programs.
One Ecosystem.
Start with a single monthly coaching call if you are still deciding. Move into the Firm Accelerator when you are ready to install the systems.
Your Firm Should
Run Without You.
Book the Starter Call to talk it through.
Or apply to the Firm Accelerator and start installing the systems this month.