ARE YOU READY TO FIND OUT EXACTLY WHERE YOUR FIRM STILL RUNS THROUGH YOU...

...and what to do about it?

Something is holding your firm back. And it's probably not what you think.

It's not your team. It's not your systems. It's that too much of how your firm operates lives in your head ... and until someone maps it clearly against your specific firm, it stays there.

The FirmHQ Diagnostic does exactly that. Two private sessions. A clear written plan. A precise picture of what your firm needs to look like ... and what it takes to get there.

INTRODUCING

THE FIRMHQ DIAGNOSTIC

$297 USD

A private two-session engagement that maps exactly where your firm still runs through you ... and what structural changes would free it.

What You’ll Get Inside Your FirmHQ Diagnostic

Firm Audit ... we map the five areas where most firms still run through the owner and identify precisely which ones apply to yours right now.
FirmDNA Assessment ... we identify what judgement, standards, and decision logic currently lives in your head that the firm cannot access without you.
Firm Map ... a clear picture of how your firm actually operates right now, where the pressure points are, and what's keeping you in the daily flow.
Written Plan ... a specific, sequenced set of recommendations for your firm. Not generic advice. What your firm needs, in the order it needs it.
Path Clarity ... an honest assessment of which path fits your situation and what each one requires from here.
Creditable Fee ... if you move forward with a FirmHQ engagement, your we wrok together.

How The Process Works

1: YOUR PAYMENT IS PROCESSED

Once your payment is processed you're officially booked in.

2: We SCHEDULE YOUR FIRST SESSION

You'll receive a link to book your private 60-minute information gathering session. This is where you talk and I listen. We go deep on how your firm actually operates right now ... the decisions, what lands back on you, the daily flow. No agenda beyond understanding your specific situation.

3: I BUILD YOUR FIRM MAP

Between sessions I work through everything we covered and identify exactly where the firm runs through you, what it's costing in time and revenue, and what the structural fix looks like for your specific firm.

4: WE MEET AGAIN TO PRESENT THE FINDINGS

In your second session I present what I found. Here's where your firm depends on you. Here's what that's worth in time and revenue. Here's what the firm needs to look like. And here's exactly what it looks like to fix it ... with me or on your own. You leave with a written plan specific to your firm..

5. You Decide Your Next Step

You can take the plan and act on it yourself, or we move into a FirmHQ engagement with your $297 fully credited toward the project. No pressure. The diagnostic delivers value regardless of what you decide next.

This is for Accounting Firm Owners who:

✅ Feel like the firm still runs through them ... decisions, client relationships, staff questions all route back to them

✅ Know something needs to change but can't get enough distance from the day-to-day to see what it actually is

✅ Are watching AI change the profession and want to understand what their firm needs to look like on the other side of it

✅ Want a clear, specific plan ... not generic advice about what firms should do in theory

✅ Are serious about building a firm that works without them in everything

You don't need to be planning an exit. You just need to be done with the firm running through you more than it should.

YOUR INVESTMENT

The FirmHQ Diagnostic is $297 USD.

This is a private, personalised engagement.

Availability is limited each month.

If you move forward with a FirmHQ engagement, the $297 is credited in full. The diagnostic costs you nothing if we work together.

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