Two days. Ten firm owners. One heavily-audited starting line. Built for firm owners doing $150K–$1.5M who are tired of feast-or-famine referrals and watching better-marketed competitors win deals they should've won. You'll leave with a defined niche, a service package built for it, a rewritten homepage, a 90-day content calendar delivered to you, 10+ named referral and podcast targets, and a sales script that closes.
See the three ways to join →Most firm owners hit the same ceiling at the same time. Not because they aren't working hard enough — because nobody taught them the other half of the job. Positioning. Pricing. Proposals. Sales conversations. Content. Referral systems. You learned the accounting from a textbook. Everything else, you're translating on the fly.
Which means you're competing with every firm in town. A niche that's specific enough to win gets skipped because it feels too narrow.
"We care about your business." "Tailored solutions." Generic enough to be nobody's favorite choice.
A great month is followed by three quiet ones. There's no system behind it — just hope and existing relationships.
Because they lead with scope and price instead of outcomes, and they translate poorly into plain English. The prospect can't picture what they're buying — and confusion is the enemy of closing.
$3K for a 10-foot table, a stack of brochures, and maybe two follow-up emails that went nowhere.
Without a framework for the conversation, the prospect steers the call toward the one thing you can't differentiate on.
The to-do list you made in April is the same one you made last April. You're running the firm on willpower, not on a system.
Every prospect wants to talk to you. Every proposal waits on you. You can't grow past your own calendar — and you can't hire marketing because you can't tell them what good looks like.
A two-day virtual workshop for accounting firm owners who want a positioning, marketing, and sales system that does the sorting for them. Built by a firm owner who rebuilt her own practice this way, and a marketing operator who audits accounting websites for a living.
Two questionnaires. One from Erin & Jake (niche, services, pricing, target market, sales process, community involvement). One from Katie (website, social, CRM, email, current lead magnets). Due two weeks before Day 1.
Katie goes through your website, social, and messaging line by line — copy, positioning, technical issues, and anything that smells like filler. You'll also get a full SEO strategy: your biggest on-page and off-page plays, the exact keywords to target (and the ones to stop chasing), and where the easy wins are hiding. Erin & Jake diagnose your positioning, service offer, pricing, and sales process. You receive two written reports before Day 1. They are not gentle.
This is a working session. You'll choose your niche, design your niche-specific service package, set pricing, map your sales process, and build your referral, podcast, and conference playbooks — in the room, with Erin & Jake pressure-testing each decision. You leave Day 1 with the assets, not the notes.
Another working session. We rewrite your homepage hero together. We identify the pages missing from your site and what belongs on them. We build your lead magnet and write your opt-in and welcome email. And I'll teach you live how to turn your personal LinkedIn & Facebook profiles into a warm-network pipeline — not "post more," but the specific posts, comments, DMs, and profile tweaks that activate the clients already in your network. You will be on screen, making changes, while Katie guides you. (Your full 90 days of content across LinkedIn, Facebook & Instagram is written by Katie after the workshop and delivered within one week — no one is making 90 posts live.)
Rewritten homepage copy. Your full 90-day content calendar (delivered by Katie within two weeks of the workshop). A named list of 10+ referral targets. A customized consultative sales script. A proposal template you can use immediately. The full sales playbook, conference playbook, and every workshop recording — yours for life.
9am–3pm ET both days. One 45-minute lunch. Two 15-minute breaks. Designed to fit inside a real work week without breaking your brain on Zoom.
Everyone teaching marketing to accountants is either an accountant who's never built a marketing system or a marketer who's never run a firm. This is the rare version where both seats are filled by people actually doing the work.
Built Level Accounting into a niched, premium firm after years of running the generic "we serve small business" playbook. Runs the sales function — proposals, sales conversations, referral partnerships, and the podcast/conference pitching that keeps the pipeline warm. Leads the sales call reviews in Tier 3.
Runs operations at Level — service packages, pricing, and offer structure. The stuff that decides whether a proposal closes before the prospect ever reads it. Co-designs Day 1 on service packaging, pricing, and proposal strategy.
Audits websites, writes copy, and builds marketing systems for accounting and professional services firms. Leads Day 2 live rewrites and the pre-workshop audit. Doesn't do filler.
A bonus half-day intensive delivered ~2 weeks after the workshop, when you've started executing and hit the real-world walls. This bonus is included for Cohort 1 Tier 3 members only. From Cohort 2 onward, it will be sold separately at $997.
The comparison price is what each piece would cost if you bought it separately from a consultant, agency, or service provider. That's not marketing math — it's what people are actually paying right now.
Most firm owners who are serious about changing their positioning choose Tier 2 or Tier 3. Self-Study exists for the ones who can't commit to live dates or want to sample the frameworks first.
We don't guarantee revenue — nobody honest can. We guarantee the specific things that are within our control to deliver. Three layers of risk-reversal, plus an extra for Tier 3.
Send us your website, social, and CRM details by the pre-work deadline. If your written audit doesn't surface at least 10 specific, actionable problems in your current marketing — we refund your full workshop fee before Day 1 begins. You've risked nothing to find out whether this is for you.
Attend Day 1 in full. If by 3pm Wednesday you don't leave with (1) a clearly defined niche, (2) a specific service package built for that niche, and (3) at least 10 named referral partners, podcasts, or conferences worth pursuing — tell us before Day 1 ends, walk away, and we refund 100% of your workshop fee. You keep your pre-work audits.
Implement what we build together. If within 90 days of the workshop you don't see at least one leading indicator of traction — a new inbound lead, a booked discovery call, or a referral partner introduction — we'll rebuild one of your core assets (homepage, sales script, or lead magnet) for you at no additional cost. No "submit your worksheets," no gotchas. Show us what you implemented.
If after your four 1:1 calls and six months of Slack you haven't closed at least one new client from the systems we built together, we extend your Slack access another three months at no additional cost.
Virtual, over Zoom. Two days, 9am–3pm ET. We chose virtual so firm owners from across the country can attend without burning two days of travel on either side.
About 3–4 hours total, split across two weeks. Two questionnaires and a handful of links to share. The audit quality depends on what you give us, so answering thoroughly matters.
If you have at least a few paying clients and real revenue, you're ready. If you haven't signed your first client yet, the positioning work will land flat — build the first few clients first, then come back.
Yes — we built this deliberately for firms between roughly $150K and $1.5M because the positioning work is the same at both ends, even though the execution details differ. In the cohort you'll see firms at $250K and firms at $1.2M in the same 10-person room. The pre-work audit is personalized to your specific firm and revenue stage, so the feedback isn't generic regardless of where you sit on that range. If you're under $150K or over $2M, we'll flag it during the pre-work intake and either fit you in or steer you somewhere more appropriate.
Tier 2 is the workshop and all deliverables. Tier 3 adds six months of Slack access to all three of us, four 1:1 strategy calls, a landing page or lead magnet built by Katie, a full sales call review from Erin & Jake, and a weekly group call alternating sales topics (Erin & Jake) and marketing topics (Katie) — 26 calls across 6 months. Tier 3 is for firm owners who know they won't execute alone.
Business hours only (9am–5pm ET, Mon–Fri). 24-hour response SLA. One cohort channel where everyone can see questions and answers, plus a private channel for anything you don't want cohort-visible (pricing, sales pipeline). Questions and feedback are in scope; done-for-you work is not.
Yes — business partners are welcome to attend with you at no additional cost. One seat covers both founders of the same firm.
What you can't do: send an admin, office manager, or in-house marketing person in your place. The firm owner needs to be in the room. The positioning, pricing, and service-design decisions we make on Day 1 can't be made by a proxy — and the Day 2 rewrites and personal-profile training need your voice and your network, not someone else's. This is non-negotiable.
Tier 2 participants get lifetime access to recordings and workbooks, plus their 90-day content calendar delivered within two weeks. Tier 3 participants get six months of ongoing access to all three of us. Alumni are also first in line for the annual in-person flagship event when it launches.
Covered by the two guarantees above. In short: if the pre-work audit doesn't surface 10+ problems, full refund before Day 1. If Day 1 doesn't deliver the three named outcomes, full refund and you keep the audits.
You don't need another course telling you to post more on LinkedIn. You need two days with operators who'll rebuild the actual machine — and a starting line where the hard parts are already diagnosed.
See the three ways to join →Cohort capped at 10. When it's full, it's full.