Scale UP!
Being your own boss is so rewarding, the freedom, the flexibility, the empowerment... Isn't it AWESOME and FUN? 🤸♀️
But oh....and then there are the challenges! 😫
How to grow, get new clients, onboarding, pricing, and should we even mention the challenging problems and clients where you just need another set of eyes or another brain to bounce off of?
Need a template?
Wondering about compliance for your client?
Struggling with the clean up?
What about a chat option where you can get a question answered directly by our team in your private group?!
Discounts on 1:1 coaching and consulting.
Having trouble keeping track of what is new in the industry and what is trending in finance? We will curate that content for you from all the subscriptions we subscribe to, like CPA Trend, the Wall Street Journal, Woodard, The Tax Book (and more!) saving you hundreds of dollars a year.
Welcome to Scale UP! These are just a few of the benefits you will get with this JAM-PACKED membership!
We want to be your tribe where you feel excited about what you do again! Support your challenges and celebrate your growth! 🎉
We will meet twice a month on the 2nd and 4th Wednesday of each month at 2 p.m. EST. All calls will be recorded and become part of your training library.
Sage Growth Advisors™ is bringing a TEAM of resources to you! You will be supported by our Director of Accounting with over 23 years of experience in public finance and accounting, our Director of Tax and Compliance Enrolled Agent with 17 years of experience in compliance for high-net-worth clients and Debi Choi, owner of Sage Growth Advisors ™ who has 23 years in owning and growing her business.
Private Facebook Community - Created specifically for VIP members so their questions get quicker attention and support
Fun motivational watercooler chats - Miss the days around the watercooler just to have companionship? Find your tribe with this community.
Accountability goals and partners - Each meeting you will set accountability goals and be assigned an accountability partner. Stay motivated!
Troubleshooting support - Dedicated chat support 10 a.m. – 4 p.m. EST Monday through Thursday with our leadership team with a response time of less than 24 business hours
How to develop and provide workshops - Providing workshops help establish you as the expert in your field. We will help you develop a workshop you can provide to your community.
Systems setup and support - This is a critical step of your practice being efficient and profitable. We have seriously!! tried all the programs out there and will teach SOP’s for you and your team.
Building your tech stack - Huge tech stack?We will help minimize your tech stack, determining what you use, need and how to keep it efficient and be more profitable.
Growth Strategy - Stuck and can’t seem to grow your business or having growing pains? We will provide anxiety free guidance.
Working strategically with partners to add value to your business - Who are your best referral partners and how do they add value to your business. Let’s discuss who you need to be connecting with!
Client management support - Support with managing difficult client situations and guide you through resolutions that bring positive outcomes.
Leadership training and development - Do you struggle to lead your team or are you developing a team leader? We will support you (or them) in getting the BEST results so you can offer the BEST support to your client.
Guest speakers - Line up of guest speakers who are experts in their field who can help you with the different areas of your business beyond the books.
Pricing strategies - We will explore different pricing strategies so you can choose the one that is right for you, whether its plans or service structures or pricing per client.
QBO, Intuit and Application updates - Having a hard time keeping up with all the changes on the technology you use? We will share and review these in our meetings so you can keep being more efficient and increasing profitability.
Networking- Imposter syndrome? Introverted? Don’t know how to communicate your value? We will help you perfect your introduction, where and how to network and help you gain confidence.
Contingency Planning - What happens with your business if you have an emergency? We will build a contingency plan so your company can function without you checked in full time.
Letter templates - Need a disengagement letter? An intent to terminate? An engagement letter for services? We will share a library of templates so you can customize them for your practice
Compliance strategy - Our EA and Head of Compliance will teach you how to keep your clients books audit ready and compliant.
Books vs. tax - What do you need to ensure the books are ready to turn over to the CPA, EA or Tax Preparer? We will provide a checklist so you can look like a hero to your client and gain referrals.
Working with different entity types - Our Tax Department will make sure you know the variances of each entity type and how it affects their books.
How to close for year end - What are the most important tasks you need to focus on in December and Jan? We will be holding your hand through this process.
Curated content - Save money! No need to subscribe to all the modals to stay up to date on trends and whats happening in our industry. I will share curated content and articles from thought leaders and WSJ (Wall Street Journal), CPA Trends, The Tax Book, The Woodard, American Board of Forensic Accounting and various other modals I follow and subscribe to.
Preferred Discounts - Need a 1:1 Consultation and screen share troubleshooting for a specific set of books or need? 30% off regular pricing.
Scheduling page in the private community.
Team Training - Is the time you spend answering simple questions for your team taking away from your own tasks? Do you want to ensure they are successful so they can make you a hero to your clients? We will support your team and help hone their skills at a discounted rate with your sign up. Discounts are tiered based on # of signups so please reach out for pricing.
Open NOW!
Debi has taken careful thought and consideration about how to support her cohorts in the industry and come up with a Jam-Packed line up of benefits for you. Her heart and passion is to leave a legend of education and supported industry professionals trailblazing behind her who offer exceptional and knowledgeable service to her clients.
Debi has successfully run a membership previously and had to take a brief hiatus when a traumatic life event changed her world. She is ready to share about the challenges it posed in business, the lessons it taught her and how to overcome them and be successful, less STRESSED (yes, it can happen!) and have PEACE OF MIND in your business.
Don’t forget to use this coupon code for a 30-day FREE TRIAL:
FREE30