Video Case Studies

Before coming on board, Rob made a bold promise of a million dollars in profit and 500 extra hours a year, and then backed it up with a guarantee. We’ve turned the business across from a loss to over $1.5 million in profit within about 18 months. We now have clear long-term goals and can make decisions without fear of financial instability. For my partner and me, the financial turnaround has lifted a lot of pressure. Rob tells us we’re only with him for a season, but I can’t imagine not having his support.

From $1M in revenue to now $2.5M with a pipeline for $3.5M in revenue; today I do no client work at all. My firm is completely managed by the management team, and all prospects are closed and vetted by that team. I spend my time on the platform as a sought after speaker and trainer. What was transformational and life-changing for me was that as I took my team to Rob’s meetings and they saw what I was trying to get them to do which was to step up and be a fully functioning team. Since I’ve now moved away, my only interaction is with a weekly check-in with our COO.

We’re now a 94 member firm, just over $10M and looking to make sure we continue to grow well beyond that with some lofty goals from here. But if you’re considering joining Boardroom, really, if you want to transform your business, if you want to grow to heights that you didn’t think were possible, if you wanted to understand things about the accounting world and how to run a business successfully beyond just doing a tax filing or accounting report, this is the program you need to join. And I can tell you from personal experience and from trying lots of different resources in investing and coaching, this program is unique and it is the best in the world, if you want to grow and be successful in an accounting firm.

Some of the key results; improved efficiencies, improved systems, we work less overall time and we’re on a four-day workweek for eight months of the year. My team is more involved. They contribute to the overall operations and profitability, and they get paid better. Top line revenue growth is 55%, net profit growth 40%. Rob’s people were great to work with and they truly cared. They held us accountable, and this is a very important part. Initially, it was ideas and energy, new ways of managing our business, planning and systems that worked. If you’re coachable, wanting to improve your firm, grow your team,and grow your profits, I hardly recommend Rob, his coaching works.

From 2 partners, 10 people and $1M in revenue to now 2 Partners , 46 people and $7M in revenue. We only have 140 clients, and our average client size is $50,000 per client. And we also have zero partner charge time. So we get to come into client meetings when we want to, but we don’t have any client deadlines or billable time allocated to us in the firm. And that’s really been life-changing because we can focus on the firm initiatives, sales, training, developing our team, stuff like that. So it’s truly been a gift. I would encourage you to consider it.