Quick, actionable lessons straight to your inbox

Level up your firm in just 5 days with expert-led courses on workflow, tax season, client management, and data insights.

An email inbox with a video overlay featuring four presenters, suggesting an embedded video course or webinar preview within a Gmail interface.
5 days of workflow email course with kellie parks
5 Days of Workflow Email Course with Kellie Parks, CPB, FCPB

Join Kellie Parks, CPB, FCPB, for a transformative 5-day email course designed to educate, inspire, and equip you with the tools and knowledge to overhaul your workflows. Each day, you’ll receive actionable content delivered straight to your inbox, packed with insights and strategies you can implement immediately.

Sign up

Group 1 1
5-Day Tax workflow Mastery Email Course with Nick Boscia, CPA, EA

Is tax season running you, or are you running it? If you’re an accounting professional feeling overwhelmed by manual processes, scattered workflows, and endless stress, it’s time to make a change.

Sign up

client management with dawn brolin
5-Day Client Management Email Course with Dawn Brolin, CPA

Join Dawn Brolin, CPA, CFE, for a focused 5-day email course designed to help you bring structure, sanity, and strategy to the way you manage clients. Each day delivers a clear, actionable lesson straight to your inbox, covering the systems, tools, and boundaries that can transform your firm’s operations.

Sign up

build a buyer ready email course with adam shay
5-Day Build a Buyer-Ready Practice Email Course with Adam Shay

Join this free 5-day email course with Adam Shay and learn how to build a buyer-ready accounting firm with strong workflows, predictable capacity, and scalable operations.

Sign up

master the client lifecycle email course with alyssa ciera
5-Day Master the Client Lifecycle with Alyssa Ciera

Join this free 5-day email course with Alyssa Ciera and learn how to streamline your entire client lifecycle with clear workflows, consistent onboarding, and smoother handoffs.

Sign up