The Lead Edit
Stop losing enquiries between hello and signed.
A lead process that replies fast, screens for the clients you want, and moves them to an engagement letter without you chasing.
Every course we teach, built from how we run our own CPA firm. One winner. Free to enter.
Thirty seconds. One entry per person.
Stop losing enquiries between hello and signed.
A lead process that replies fast, screens for the clients you want, and moves them to an engagement letter without you chasing.
Set new clients up without the back and forth.
One path from signed to started, with documents, access and expectations collected up front instead of over twelve emails.
Get the work out of your head and into a system.
SOPs and training your team actually follows, so the job gets done the same way no matter who picks it up.
Attract the clients you actually want.
Get clear on who you serve and what you say, then show up consistently without marketing taking over your week.
Hire, train and keep the right people.
Clear roles, a hiring process and training that lets your team carry the work, so you can step back from it.
Put AI to work in your firm, safely.
Where AI saves real time in an accounting practice, and the policy and guardrails to use it around client data.
Accounting and bookkeeping firm owners and partners, 18 or older, living in Canada (excluding Quebec). Build the Firm Co. and Arnason Accounting & Co. team members can't enter.
One random draw at the booth on November 4 at 3:00 pm EST. We email the winner the same day. To claim, answer a skill-testing question and reply within five business days, and we send your login to all six courses.
Right here. The prize has no cash value and can't be transferred.
At Accountex? Book a free Clinic session with Michelle or Jo while you're there.
Get started today before this once in a lifetime opportunity expires.