Are you an overwhelmed Accountant, Bookkeeper or Tax Pro who needs to get your new hires onboarded and up to speed quickly?

We’ll help you create your customized, rinse and repeat onboarding and training program that will quickly develop your team to be an asset instead of a liability. 

This is for you if...

3 Ways We Can Help You

Get an audit and a 'fix-it' plan for your existing training and systems.

Attend a free monthly virtual workshop.

Retain our monthly services.

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What our previous clients say…

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Why choose us...

We're gurus.

We've been working in the education and training space since 2000 and we've got a few grey hairs and testimonials to prove it!

We empower your team.

Empowering your people is the best business model. We create personally fulfilling onboarding programs that'll help your new hires perform better and more efficiently.

We're easy to work with.

We make your job easy. We love to communicate to share information openly and timely. We talk through out of the box situations rather than make assumptions.

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Free up your time to focus on bigger-picture business activies.
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Increase your profitability.
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Stop operating in chaos.

Our guarantee is Love It or Leave It. We guarantee you'll be satisfied. If not we'll honor our 30-day money back guarantee. No questions asked.


Here's what you'll get with the Audit and 'Fix It' Plan service...

Monthly Workshops

Our highly sought-after free monthly virtual workshops are held on the 2nd Wednesday of each month at 6pm ET.

The 75-minute workshops are highly interactive and in small groups to ensure every attendee gets personalized attention. Each workshop is designed so you can walk away with at least 1 strategy to immediately implement for a quick win. This will help you free up your time so you can focus on getting more sales. 

Register for the next workshop ASAP because seating is limited. Registration closes once capacity is reached. 

Our Retainer Service Offerings

We have 3 affordable tiers to choose from, all with a 30-day money-back guarantee. With any of these tiers, you’ll walk away with role-specific training for your new hires and more time to focus on your sales. 

Meet with our training strategist within the next 48 business hours so we can advise you on which tier will provide you with the transformation you need. 

Team Training Services

How can this service help me?

Our team training services offers two affordable package offerings that will help you: 

  • Eliminate the stress of finding time to train new team members.
  • Reassure you that your training is effective and is supported by research-backed training strategies.
  • Gain your time back so you can focus on other revenue-generating activities.
  • Reduce the risks of costly team mistakes. 

Who is this service for?

  • OVERWHELMED business owners who have no time to train their teams.
  • OVERWORKED business owners that need organized, duplicatable processes.
  • UNORGANIZED business owners that need help getting processes out of their head onto paper.  
  • FRUSTRATED business owners who need to figure out how to delegate effectively. 

When can I get started?

Click the link below to schedule a meeting with a member of our team. Depending on the service demand, we typcially can get your process started within 30 days. 

Where will this training take place?

Your assigned Training Success Coach will conduct a live, virtual training experience for your team or create an asynchronous training program. If you need a mix of in-person and virtual, just let us know.