$0–$250K Toolkit
Scale Your Accounting Firm

$0–$250K Toolkit

Everything you need to speed-run your accounting firm to $250K/yr — pricing, offers, marketing, and sales, in the right order.

13
Modules
3
Presenters
$250K
Target
Presenters
Peter Vander Wall — Marketing
Brian Mayoral — Sales & Offers
Ryan Bakke — Fulfillment & Ops

All Modules

13 modules
01 Available
Mindset & Theory of Constraints
Why $250K is the target, how to think about your business as a pipeline, and what to actually focus on to get there fast.
02 Available
Pricing Fundamentals
Hourly, menu, and value-based pricing all have fatal flaws. Here's the hybrid model that gets you to $250K.
03 Available
Identifying Your Client Avatar
Who you serve determines what you can charge. How to define your buy box and find the clients worth $5K–$20K/yr.
04 Available
Creating Your Signature Offer
How to package your expertise into a flat-rate offer your ideal client actually wants to buy.
05 Available
Problem-Solution Mapping
Match your offer to the specific problems your avatar is willing to pay to solve.
06 Available
Marketing Strategy Overview
The three marketing strategies that work under $250K — and which one to start with based on where you are now.
07 Available
Marketing Tools You'll Need
The exact tech stack for your funnel — what to set up first and what to skip until you're bigger.
08 Available
Outreach to Affiliate Partners
How to build a referral network with other professionals who already serve your ideal client.
09 Available
Sales Process Overview
The full sales call framework — how to run a discovery call that converts without feeling pushy.
10 Available
How to Capture Proof
Building your proof stack from your first five clients — testimonials, case studies, and results.
11 Available
Asking the Right Questions Pre-Call
How to qualify leads before a sales call so you only get on calls with people who are ready to buy.
12 Available
The 2-Minute Sales Script
A repeatable word-for-word framework for the sales conversation that closes without pressure.
13 Available
How to Follow Up Without Sounding Needy
The follow-up system that keeps you top of mind without annoying prospects or seeming desperate.