The Firm
A membership that installs working systems in your firm: AI in your first four weeks, then capacity, pricing and growth until your firm runs, earns and grows without everything going through you.
You don't have a knowledge problem.
You have an installation problem.
You already know your firm should have better pricing, tighter systems and AI doing the grunt work. Knowing isn’t the hard part. Getting it installed, while you’re running client work and a team and a life, that’s the hard part. The Firm installs it with you.
Your first four weeks,
working AI installed.
Your firm's
Master Prompt
Your AI brain: services,
pricing, clients and voice.
The
Review
Agent
Quality review before
work hits a partner’s
desk.
The Initial
Queries
Agent
Year-end queries drafted per client before the job starts.
The Tax Planning Agent
Tax planning prep that
used to eat senior hours.
These aren't demos. They're set up for your firm, on your clients, while we watch.
Then we build the firm around it.
Capacity
Right people on the right
things, ops that don’t need
you, a plan you follow.
Pricing
Price for profit, reprice your base, package into monthly recurring revenue.
Growth
A streamlined sales process,
leveraged content,
partnerships that send you
the right clients.
The weekly rhythm.
Accrual Hour
Live group coaching every week, never more than seven days from answers.
1:1 coaching
1:1 coaching on demand.
The community
A community of firm
owners on the same
path.
Gameplans and intensives
Regular gameplans and
intensives to keep the
plan pointed at the right
things.
Who The Firm is for.
For you if
- You own the firm (or you’re the partner
driving change). - You want AI actually working, not
another webinar about it. - You’ll show up weekly and do the work.
Not for you if
- You want a silver bullet without
changing how you operate. - You’re after a content library to binge
(this is an implementation program, we
work at a pace).
What The Firm members are saying.
How joining works.
The Firm runs in small cohorts capped at six firms, so everyone gets set up
properly. It starts with a 15-minute AI Roadmap Call: you leave with a clear
picture of where AI fits your firm, whether or not you join. Month to month,
no lock-in.
Coaching for accounting firm owners, from someone still in the game. Ben Walker runs a $4.2M Brisbane firm today, and teaches the exact systems that run it: capacity, pricing, growth, and the AI that accelerates all three.
