Why Are A Handful Of Independent CPAs Quietly Adding $12,000 A Month From Clients They Already Have?
There is a pattern hiding inside the firms that pulled it off. Most CPAs are missing it because the move looks too simple.
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Inside the guide
The 12-area diagnostic Bob has run in more than 200 client engagements.
The 20-minute conversation framework that turns a tax client into a $1,500-per-month advisory client without a sales pitch.
The Business Systems Scorecard that documents your client's decisions and protects you from opinion-based liability.
The exact math on 8 advisory clients in 90 days, including the $12,000/month recurring revenue number Bob stands behind.
Why most CPAs who try advisory work quit inside six months, and what the ones who stuck with it did differently.
The six-phase curriculum that runs across six months and ends with named client deliverables.
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Bob Takes On Only A Few New Advisors At A Time
A limited number of advisor spots are open in 2026. He keeps this personal. Once the spots are filled, the door closes. The guide shows you the framework. The 20-minute Profit Accelerator Session at the back shows you whether a spot is still open.
Read the guide. Find out where you stand before someone else in your market does.
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