Scale

The Scaling Smart 3-Day Challenge

For Accountants Ready to Build a Real Firm — Not Just Another Job.

You’re great at accounting, and clients love your work.

But deep down, you know the truth:

You’re undercharging.

You’re overdelivering.

And you’re still stuck doing everything yourself.

This isn’t a pricing problem. It’s a firm-building problem.
Over 3 transformational days, I’ll help you shift from:

❌ Selling time → ✅ Selling transformation

❌ Taking any client → ✅ Choosing the right clients

❌ Being the bottleneck → ✅ Building scalable systems

What You’ll Learn Over 3 High-Impact Days

Day 1: Clarity & Confidence

Why most accountants price too low — and how to fix it for good
How to package your monthly services using the 3-Tier Model
The exact “Intake Intelligence” method to filter out bad-fit leads before they waste your time
Bonus: Editable 3-Tier Pricing Canva Template

Day 2: Clients & Positioning

The script I use to qualify (or eliminate) leads in 10 minutes or less
How to close confidently — even if you’re not “a sales person”
How to craft offers that highlight transformation, not just tasks
Bonus: Client Offer Roadmap to eliminate scope creep forever

Day 3: Tech Stack & Delivery Systems

The exact tools I use to automate my firm without chaos
What I offer with those tools — real examples from my firm
Hacked workflows that scale — NOT the vendor’s way, the profitable way
Build a delivery system that supports growth and your lifestyle

What You Get (Included with Any Ticket)

Editable 3-Tier Pricing Template (Canva)

Chart of Accounts Template + Quick Training

Scripts, workflows, and real-world strategies from One Stop CPA

Confidence to finally charge more, serve better, and scale faster

Choose Your Challenge Access

$97

General Admission

Access to all 3 live coaching sessions

Editable templates + all challenge bonuses

Actionable strategies with real firm examples

Limited seats — save your spot now!

🎟 Grab General Admission – $97

$297

VIP Access

Everything in General Admission

1-hour early access to each session

Submit your questions in advance for live coaching

Lifetime access to all recordings

🚀Upgrade to VIP – $297

Build a Firm That Works for YOU — Not the Other Way Around

This isn’t a webinar. This is live, tactical coaching built from running a real firm. Templates, systems, and pricing models you can use immediately — not “someday.”

Don’t wait for next year.
Don’t wait for next tax season. The firm you want is within reach — you just need the right tools.

Lock in your seat for the next 3-Day Challenge:

Join General Admission – $97

Go VIP – $297

📅 Upcoming Challenge Dates

🗓 July 7–9

General Admission: Starts at 12PM EST daily

VIP Coaching: Starts at 11AM EST daily

From the Desk of Brian Davis, Founder of One Stop CPA

I’ve spent years building a firm that works for me — not one that traps me. Now I help other accountants do the same. If you’re ready to stop selling services and start selling solutions, join me.
This is the shortcut I wish I had years ago.

See you inside,

Brian Davis

Founder, One Stop CPA

Speaker | Coach | Real-World Firm Builder