Free Quarterly Preview Session

Mastermind Community for Accountants

A focused quarterly working session for 6- and 7-figure accounting firm owners who want to identify their highest-leverage priority for the next 90 days.

Request Your Spot
Next Date: October 2026 (specific day TBD)
Times: 7:30am PST or 11:00am PST
Format: Virtual + Free
This is a quarterly event. Spots for the October 2026 preview session are limited. Request yours today.

What This Session Will Help You Do

This is not a webinar. It is a practical session where firm owners reflect on the quarter behind them, celebrate wins, and work through a set of questions to determine the most important focus for the quarter ahead.

Identify Your Next Top Priority

Get clear on the one priority that can create the biggest impact in your firm over the next 90 days.

Think Alongside Peer Firm Owners

Experience the quality of conversation, insight, and accountability that comes from being with other high-performing firm owners.

Recognize Your Recent Progress

Step back, acknowledge what worked in the last quarter, and use that momentum to build a stronger next one.

Who This Is For

This session is specifically for 6- and 7-figure accounting firm owners.

If you lead an established accounting firm and want greater focus, stronger decision-making, and better momentum heading into the next quarter, this session was built for you.

We are opening a limited number of guest spots for firm owners who may be a fit for the Mastermind Community for Accountants.

Request Your Spot

Complete the form below to request access and choose your preferred session time.

This preview runs quarterly. Spots for the October 2026 session (specific day TBD) are limited.
Available Session Times, October 2026 (Day TBD):
  • 7:30am PST
  • 11:00am PST
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