Escape the Commodity Trap. Become the Strategic Advisor Your Clients Can’t Live Without.
A high-impact 6-month mastermind for tax, accounting, and bookkeeping professionals ready to escape commoditization and become indispensable advisors.
Are You Tired of Feeling Like Another Commodity?
Commodity Pricing Pressure
You’re competing on price instead of value, and your margins keep shrinking every year.
The Lonely Firm Owner
You make critical business decisions alone, wishing you had peers who truly understand your challenges.
AI & Technology Disruption
You’re worried about staying relevant as automation advances and wonder how to adapt without losing what makes you valuable.
Stuck in Tax Season
You want to offer advisory services but don’t know where to start or how to make the transition.
We Can Do More Together
I’m looking for 5-6 tax and accounting professionals to join a foundation mastermind where we work on challenges together, practice solutions in a safe environment, and support each other’s growth.
Real Practitioner Perspective
Learn from someone who’s still actively running a successful firm after 30+ years – not just theory, but proven strategies that work in today’s market.
Community & Support
End the isolation. Get support from peers who understand your unique challenges and celebrate your wins with you.
Navigate Technology Changes
Stay ahead of AI and automation by understanding how to adopt technology strategically while building services that can’t be replaced.
Advisory Transformation
Successfully transition from commodity tax services to high-value advisory work that commands premium fees.
Work-Life Balance
Build team and systems for sustainable growth without becoming a sweatshop. Quality over quantity.
Safe Practice Environment
Try new approaches, share challenges, and work through problems before implementing with clients.
What's Included in the Mastermind
Monthly 2-Hour Mastermind Calls
Collaborative sessions focused on real-world challenges, guided implementation, and hot seat coaching to turn insights into immediate action.
AI for Advisors Training Series
Practical, hands-on training to help members harness AI tools (like ChatGPT, FP&A platforms, automation workflows) to deliver smarter, faster, more strategic advisory services.
Initial 1:1 Strategy Session (30 min)
Clarify goals, identify blind spots, and design a roadmap tailored to their practice.
Midpoint 1:1 Check-in (30 min)
Refine strategy, troubleshoot roadblocks, and keep momentum strong.
Grow Profit Scale Framework Access
Your signature system for uncovering operational gaps, aligning financials with strategy, and scaling profitably without burnout.
Exit Planning & SYSTEMology Insights
Introduce concepts that expand their value proposition and client lifetime value.
Private Online Community
Ongoing peer support, accountability, and direct access to you between sessions.
Guest Expert Sessions
Carefully selected pros to expand their thinking in tech, marketing, leadership, and advisory.
Investment
$850/month
6-month minimum commitment, then month-to-month
Limited to 6 participants per cohort
Meet Your Guide
Linda Hamilton, CPA, CEPA, CGMA, SYSTEMologist
With over 30 years of experience leading successful accounting firms, Linda has navigated every challenge you’re facing – from technology disruption to building advisory services to creating work-life balance.
She’s successfully transitioned from commodity tax work to high-value advisory services while maintaining her independence and building a sustainable practice. Linda has owned and operated three businesses and understands the unique pressures of being both an accountant and a business owner.
This isn’t just coaching – it’s learning from someone who’s living it every day alongside you.
Is This Mastermind Right for You?
This mastermind is perfect for you if:
- You're a solo practitioner or small accounting firm owner (1-5 employees)
- You're primarily doing tax returns, basic bookkeeping, and/or accounting
- You want to transition to advisory services but feel stuck
- You're seeking better work-life balance and higher profit margins
- You're tired of making decisions alone
- You're ready to invest in yourself and your practice
Who This Is For
This high-impact mastermind is for accountants, bookkeepers, and tax pros making under $250K who are feeling stuck, overwhelmed, or unsure how to add advisory services.
Let's Do It Together
Join the founding group of the Advisory Transformation Mastermind
