Description

Program Overview

The Accounting Firm Accelerator is a focused, twenty‑hour coaching program designed to help accountants launch, structure, and grow a successful accounting practice in Canada. The core program includes sixteen hours delivered over eight sessions, each two hours long, covering all essential areas of practice setup, operations, client management, and long‑term growth. Participants also receive up to four additional support sessions (maximum one hour each) within 30 days after completion, bringing the total program value to twenty hours.

This course is delivered primarily online for accessibility and flexibility. When time and location allow, an optional in‑person meeting may be arranged.

The program is taught by the owner of an active accounting practice. The content is practical, experience‑based, and grounded in real‑world operations rather than theory. The goal is simple: to equip participants with the clarity and direction needed to open their own practice immediately after completing the program.

This program is also ideal for accountants who have already started their practice but feel disorganized, overwhelmed, or unsure about their systems, pricing, workflow, or growth strategy. It provides structure, clarity, and proven methods to help existing firms stabilize and scale with confidence.

Program Components

1. Processes and Standard Operating Procedures

A complete operational framework for running an efficient practice.

• Client lifecycle structure
• Service delivery SOPs
• Task management systems
• Quality control processes
• File storage and sharing structure
• Delegation and team organization

2. Tools and Technology Stack

A practical selection of tools suitable for small and growing accounting practices, with a focus on free or low‑cost options.

• Core accounting tools
• Practice management platforms
• Communication and collaboration tools
• Security and data management essentials

3. Load Handling and Capacity Management

Approaches to managing workload and scaling responsibly.

• Workload forecasting
• When and how to hire contractors or staff
• Where to find reliable support

4. CRA Resources and Navigation Support

Key CRA resources that are often difficult to locate, with guidance on how and when to use them.
This program provides resource navigation support, not CRA compliance services.

Resources include:

• CRA guidelines on expenses
• Client representation
• GST and HST information
• Payroll program resources
• Federal and provincial reference materials

5. Sales, Marketing, and Client Acquisition

Practical strategies for attracting and converting clients.

• Defining valuable services and pricing approaches
• Sales techniques and closing strategies
• Marketing methods that work and areas to avoid
• Client segmentation and prioritization

6. Job Tracking and Workflow Automation

Tracking Systems

• Client job dashboards
• Monthly bookkeeping pipelines
• Year‑end pipelines
• Filing deadline calendars
• Service level agreement tracking

Automation Essentials

• Reminder systems
• Recurring tasks
• Client onboarding flows
• Calendar booking systems
• Document collection processes

7. Growth Strategy and Long‑Term Scaling

Support for building a sustainable and scalable practice.

• Transitioning from accountant to business owner
• Hiring contractors and staff
• Team development
• Strategic pricing increases
• Niche specialization
• Building recurring revenue
• Preparing for eventual sale or succession

Session Structure

Eight sessions, two hours each

Session 1 – Understanding Technology Options for an Accounting Practice
Session 2 – Designing Processes and Workflow Structures
Session 3 – Shaping Service Offerings, Pricing, and Sales Conversations
Session 4 – Structuring Proposals, Engagement Terms, and Client Communication
Session 5 – Organizing Workflows and Job Tracking
Session 6 – Navigating CRA Resources Effectively
Session 7 – Launching an Accounting Practice: Key Steps and Considerations
Session 8 – Long Term Growth and Strategic Development

What Participants Receive

Throughout the program, participants gain:

• Direction on selecting and configuring technology tools
• Clarity on designing workflows and SOP structures
• Guidance on shaping services, pricing, and sales conversations
• Support in structuring proposals, engagement terms, and communication practices
• Insight into workflow organization and job tracking
• Clear understanding of CRA resources and how to navigate them
• Support on the steps required to launch a practice
• Strategic guidance on long‑term growth and operational milestones

Participants also receive up to four support sessions (maximum one hour each) within 30 days after the program ends.