My Profitable Practice Mastermind
2025 October Event
Las Vegas, NV | October 22 and 23
Treasure Island Hotel
Transform your practice into your ideal business.
A thriving, profitable business that works for you—not the other way around. This intensive 2-day mastermind brings together forward-thinking accounting firm owners and their teams for a comprehensive deep-dive into the strategies, systems, and technologies that separate high-performing practices from the rest.
Whether you're struggling with unprofitable clients, overwhelmed by operational inefficiencies, or simply ready to scale beyond your current limitations, this mastermind event delivers actionable frameworks you can implement immediately. You'll leave with a clear 120-day action plan, proven strategies that actually move the needle, and a network of peers committed to your success.
This isn't just another conference—it's a working session designed for serious practice owners and engaged team members who are ready to do the work required to build something extraordinary.
14 CPE Credits Available for Mastermind Event (10/22/25 - 10/23/25)
Who's This Perfect For
Firm Owners and Partners
Managers and Senior Staff
Client-facing professionals
Practice development leaders
Quick View Agenda
AI Empowerment & the Resources Available
Turn AI into margin—cut costs 25–40%, reclaim 10–15 hours/week, and elevate quality with proven use cases, practical prompts/workflows, and resources for proposals, emails, and knowledge capture—used safely to free time for strategic client work and future-proof your business.
Practice Development Playbook for Success
Practice Development Playbook: build a systems-run firm that hits target margins, scales predictably, and protects owner work-life. Teams get clarity & alignment, strong culture, and leadership exposure—creating a thriving practice that delivers financial freedom and personal fulfillment.
Revenue Assessment
& Action Plan
Prune non-fit work, nurture high-value accounts, and earn more while working less. Lift revenue 15–30% via fee moves, exit 20–40% low-value clients, and install decision/delegation frameworks; teams communicate value, surface upsells, discuss pricing confidently, and reduce stress.
Practice Assessment
& Planning
Identify where you are, where you’re going, and how to get there faster. Set a blueprint for success, map gaps, define KPIs, and execute proven growth strategies aligned to lifestyle goals. Teams align on the vision, see career paths, link daily work to objectives, help shape the future, and build growth plans.
Rallying Cry
& Focus
a 120-day focus sprint with a concrete roadmap, prioritized high-impact initiatives, accountability rhythms, and quarterly reviews to compound momentum. Owners leave with clear execution systems; teams know their roles and targets, gain better alignment, and track contribution to firm success.
Roundtables & Networking Sessions
Peer-to-peer problem-solving and strategy sessions where owners get tailored advice, learn from non-competing peers, gain fresh perspectives. Meanwhile, team members join parallel groups to swap best practices, build industry networks, see how top teams operate, and bring back actionable insights.
Benefits & Outcomes
Create unified vision and direction between owners and team members for accelerated growth
Develop shared understanding of firm goals, priorities, and individual roles in achieving success
Build stronger internal communication and collaboration through common frameworks and language
Establish clear strategic planning processes that engage the entire team in meaningful contribution
Foster ownership mindset across all team levels, increasing engagement and accountability
Align personal and professional development goals with firm objectives for mutual benefit
Enhanced Focus and Direction
Leave with concrete action plans and clear priorities for the next 120 days
Eliminate decision fatigue through proven frameworks and systematic approaches to common challenges
Create momentum and excitement for positive change throughout the entire organization
Develop consistent execution habits and accountability systems for sustained progress
Build confidence in strategic decision-making through peer validation and expert guidance
Ready for More
& Better Success
The difference between practices that merely survive and those that thrive isn't luck—it's intentional strategy, proven systems, and the courage to implement what works. Over these two intensive days, you'll gain the clarity, tools, and peer support needed to build the practice you've always envisioned.
Your future self—the one running a profitable, efficient practice that provides both financial freedom and quality of life—is waiting. The only question is: are you ready to do the work to get there?
Advisory & Valued Advisor Bootcamp
Transform Your Practice, Elevate Your Value - In today's rapidly evolving business landscape, accounting firms must transcend traditional compliance work to become strategic partners with their clients. The Advisory and Valued Advisor Boot Camp is your gateway to mastering the art and science of advisory services while developing the skills that make you indispensable to your clients. This comprehensive boot camp is designed for accounting firms of all sizes—from firm owners to team members who are client-facing or being developed for advisory services. The program delivers a dual-focused approach that addresses both the structural foundation of advisory offerings and the personal skills needed to become a truly valued advisor.
Las Vegas, NV | October 24, 2025
Treasure Island Hotel
5 CPE Credits Available for Boot Camp (10/24/25)
Advisory Learning Track
Develop a proven advisory offering framework for enhanced profitability and growth
Master the advisory structure that delivers scalable value and implements industry best practices
Learn strategies to keep advisory services fresh and impactful while maintaining their core effectiveness
Discover innovative methods to seamlessly incorporate advisory components into existing engagements for increased value and fees
Don't worry, we can help!
Valued Advisor Learning Track
Unlock the principles of delivering exceptional value in both advisory and non-advisory engagements
Define what it truly means to be a "Valued Advisor" in today's market
Learn strategies to keep advisory simple but highly valued & Master the art of consistently exceeding client expectations
Discover innovative methods to seamlessly incorporate advisory components into existing engagements for increased value and fees
And more...
Benefits for Attending
Create unified vision and direction between owners and team members for accelerated growth
Develop shared understanding of firm goals, priorities, and individual roles in achieving success
Build stronger internal communication and collaboration through common frameworks and language
Establish clear strategic planning processes that engage the entire team in meaningful contribution
Foster ownership mindset across all team levels, increasing engagement and accountability
Align personal and professional development goals with firm objectives for mutual benefit
Professional Development Excellence
Create unified vision and direction between owners and team members for accelerated growth
Develop shared understanding of firm goals, priorities, and individual roles in achieving success
Build stronger internal communication and collaboration through common frameworks and language
Establish clear strategic planning processes that engage the entire team in meaningful contribution
Foster ownership mindset across all team levels, increasing engagement and accountability
Align personal and professional development goals with firm objectives for mutual benefit
Industry Insights
"The future belongs to those who can combine technical excellence with strategic thinking. Advisory services represent the evolution of our profession." — American Institute of CPAs Strategic Planning Committee
The advisory services market for accounting firms has experienced explosive growth, with recent industry research revealing compelling trends:
73% of accounting firms report that advisory services now represent their fastest-growing revenue stream
Firms with established advisory practices see average revenue increases of 25-40% compared to compliance-only practices
85% of business owners prefer working with advisors who provide strategic guidance beyond basic accounting services
Advisory-focused firms report client retention rates 60% higher than traditional practices
The average billing rate for advisory services is 200-300% higher than standard compliance work
These statistics underscore a fundamental shift in client expectations and market dynamics that successful firms cannot afford to ignore.
Who's This Perfect For
Firm Owners and Partners
Managers and Senior Staff
Client-facing professionals
Practice development leaders
PRICING
Choose Your Registration
2 Day Mastermind Event
$1250/person
2 Day - My Profitable Practice Mastermind Event
Wednesday Oct 22, 2025
Thursday Oct 23, 2025
14 CPE Credits Available for Mastermind Event
Advisory & valued advisor bootcamp
$1250/person
1 Day Advisory & Valued Advisor Bootcamp
Friday Oct 24, 2025
Event Follow Up Support*
5 CPE Credits Available for Boot Camp
Bundle both events
$2300/person
2 Day - My Profitable Practice Mastermind Event
1 Day Advisory & Valued Advisor Bootcamp
1 Day Advisory & Valued Advisor Bootcamp
Wednesday Oct 22, 2025
Thursday Oct 23, 2025
Friday Oct 24, 2025
Total of 19 CPE credits available for both events combined
No contracts - cancel anytime
Hotel Registration
Hotel Registration Deadline is September 22, 2025
Treasure Island Hotel & Casino, Las Vegas Strip, NV
Room Rates
Tues 10/21 = $139
Weds 10/22 = $139
Thur 10/23 = $118Treasure Island Hotel & Casino, Las Vegas Strip, NV
A group discounted daily RESORT FEE of $37.00 (normally $49.95 plus tax, subject to change), will apply to each room/suite per night.
Pre and Post Event Booking: Unfortunately, there is not pre and post rate guarantee. That said the rates for pre and post dates
Booking Link
Cutoff Date 9/22/2025
https://book.passkey.com/go/PROFIT25
Email:[email protected]