Free Quarterly Preview Session

Mastermind Community for Accountants

A focused quarterly working session for accounting firm owners generating $50K or more in annual revenue who want to start 2027 with a clear, high-leverage priority for the first 90 days of the year.

Request Your Spot
Next Session: January 2027 (Date TBA)
Times: 7:30am PST or 11:00am PST
Format: Virtual + Free
Our January 2027 session date will be announced soon. Request your spot now and you will be the first to know.

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 first 90 days of the new year.

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 start to 2027.

Who This Is For

This free preview is open to accounting firm owners generating $50K or more in annual revenue.

If you lead an established six- or seven-figure firm and want greater focus, stronger decision-making, and better momentum heading into the new year, this session was built for you.

Membership in the Mastermind Community for Accountants itself is reserved for six- and seven-figure firm owners. If your firm is on its way there, this session gives you the same priority-setting process our members use, so you are ready to join as soon as you hit that mark.

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. We will email you the confirmed January date as soon as it is set.

This preview runs quarterly. Spots for the January 2027 session are limited. Exact date to be announced.
Planned Session Times, January 2027 (Date TBA):
  • 7:30am PST
  • 11:00am PST