Growing Firm · For Established Tax Office Owners
You've built the business.
Now let's build the company behind it — together.
You've built the business.
Now let's build the company behind it — together.
The Growing Firm ERO Program is a year long collaborative partnership that give you the systems, leadership and the hands-on support to run a firm that performs to the same standard every day, with or without you at the desk.
The Growing Firm ERO Program is a year long collaborative partnership that give you the systems, leadership and the hands-on support to run a firm that performs to the same standard every day, with or without you at the desk.
Instant access · GHL Included · Not ready?
THE NEXT CHALLENGE
Most tax pros don't have a business problem.
They have a systems problem.
You know how to prepare returns. Building a business around that skill is a different game — and no one hands you the playbook. That gap is exactly where growth stalls.
No roadmap
Working hard with no clear plan for what to do now, next, and to grow.
No systems
Client intake, workflow, and follow-up live in your head, not in a process.
Undercharging
Pricing by guesswork instead of building profitable, repeatable offers.
Inconsistent Revenue
Revenue swings by season with no engine for consistent, year-round growth.
THE TRANSFORMATION
Build a business that runs with confidence
The shift isn't from small to large. It's from a busy office that depends on one person to a well-managed organization that performs the same way every day of the year.
- × Owner overwhelmed
- × Manual processes
- × Team inconsistency
- × Reactive decisions
- × Seasonal revenue
- ✓ Organized workflows
- ✓ Confident leadership
- ✓ Scalable Systems
- ✓ Strong team culture
- ✓ Year-round growth
HOW IT WORKS
Instant access. A Clear path.Year-round support.support.
Growing Firm isn't a course you finish and forget — it's a complete operating system for your firm, ready the moment you join.
Claim Your Spot Now-Limited slots available
Everything Included
The full infrastructure of a well-run firm
Software processes returns. Growing Firm builds the operating structure around it.
Leadership Development
Decision-making, delegation, accountability, and team culture — the core pillar, all year.
Business Operations
Office procedures, workflow optimization, documentation, and standard operating procedures.
CRM & Automations
Lead management, client communication, automated workflows, and appointment systems.
Compliance Support
IRS updates, security planning, due diligence, and firm compliance — governed, not reactive.
Revenue Expansion
Bookkeeping, payroll, business consulting, and tax planning to extend beyond filing season.
Team Development
Hiring, training, culture, performance, and leadership frameworks — ready before your first hire.
Marketing Support
Business visibility, growth strategies, brand positioning, and client retention.
Friendtor™
Executive-level guidance focused on operational excellence and sustainable growth.
Community
Collaborate year-round with experienced tax business owners and industry professionals.
WHO THIS IS FOR
Perfect if you're already leading a firm
Growing Firm is built for owners past the learning curve — professionals with clients, revenue, and a team who now need the structure to carry it all forward.
You already own a tax office
You manage (or are about to hire) employees
You want better systems and stronger leadership
You need scalable operations and accountability
You want year-round growth, not just a busy season
12+
Months of Support
40+
SOPs & Templates
100%
Business_Focused
The Open Office Advantage
Leadership doesn't end after tax season. Members get year-round access to executive discussions, live workshops, coaching, compliance guidance, Friendtor™ sessions, networking, and continuing education.
REAL STORIES
"I stopped being the bottleneck. My team now runs the office to the same standard whether I'm there or not — and this was our first tax season with real year-round revenue."
Marcus R.
Owner, 3-preparer tax firm · Member since 2024
We've built businesses in nearly a dozen markets. Read what folks are saying.
Questions
Answered plainly
Is Growing Firm right for my office?
It's built for owners who already have clients and revenue and now need structure. If your constraint is capacity, consistency, or leadership rather than learning tax preparation, this is the right room.
Do I need employees to join?
No. Many members join while preparing to hire. The hiring, training, and performance frameworks are designed to be in place before your first employee starts.
Is leadership training included?
Yes. Leadership development is a core pillar — decision-making, delegation, accountability, and team culture are covered throughout the year.
What makes this different from software alone?
Software processes returns. Growing Firm builds the operating structure around it: procedures, automation, compliance oversight, revenue expansion, and leadership.
How does The Open Office support my business?
It provides year-round access to live workshops, executive discussions, coaching, compliance guidance, and peer collaboration — not a seasonal help desk
What if it isn't the right fit?
You're covered by the 30-day Firm Confidence Guarantee. Go through the foundations, put the systems to work, and if it isn't right for your firm within 30 days, email us for a full refund.
Don't just grow bigger. Grow better.
Your clients deserve consistency. Your team deserves leadership.
Your business deserves systems that support long-term success. Get instant access to the full Growing Firm infrastructure today.
Your clients deserve consistency. Your team deserves leadership.
Your business deserves systems that support long-term success. Get instant access to the full Growing Firm infrastructure today.