MEMBER STORIES

Meet the accountants who stopped grinding & started growing.

REAL RESULTS REAL FIRMS REAL RESULTS

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Case Studies

Paar Melis – Maryland, USA

We started coaching in 2018 when they had 2 Partners, 17 team members and $3.3M revenue with a 45% profit margin.

At the time of recording in 2020 – 2 Partners, 24 team members and $5.5M in revenue.

Now in 2023 they have 2 Partners, 35 team members and $8.5M revenue.

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Tino-Gaetani & Carusi, Ontario, Canada

We started coaching them in 2020 when they had 3 Partners, 17 team members and $2.9M revenue with a 38% profit margin.

At the time of recording in 2022 – 4 Partners, 22 team members and $4.2M in revenue and 45% profit margin.

Now in 2023 – 4 Partners, 25 team members and $5M in revenue with a 50% profit margin.

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Sadowski & Company, Georgia, USA

We started coaching them in 2019 when they had 3 Partners, 12 team members and $2.2M revenue with a 42% profit margin.

At the time of recording in 2022 – 3 Partners, 13 team members and $3.6M in revenue and 55% profit margin.

Now in 2023 – 3 Partners, 17 team members and $5M in revenue with a 55% profit margin.

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Basset & Associates – North Carolina, USA

We started coaching them in 2018 when they had 1 Partner, 12 team members and $2.1M revenue with a 35% profit margin.
At the time of recording in 2020 – 1 Partner, 14 team members and $2.6M in revenue and $1M profit.
Now in 2023 – 1 Partner, 17 team members and $4M in revenue with a $1.6M profit.

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Gauvreau, Ontario, Canada

We started coaching them in 2018 when they had 1 Partner, 9 team members and $1.6M revenue with a 36% profit margin.

At the time of recording in 2020 – 1 Partner, 20 team members and $3M in revenue.

Now in 2023 – 1 Partner, 65 team members and $10M in revenue.

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Humanity Financial, British Columbia, Canada

We started coaching them in 2018 when they had 1 Partner, 6 team members and $656K revenue with a 41% profit margin.
At the time of recording in 2021 – 1 Partner, 20 team members and $3.1M in revenue.
Now in 2023 – 1 Partner, 25 team members and $4.5M in revenue.

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TESTIMONIALS

Member reviews

Simon Kallu, Growfactor – Solihull UK

“Rob is an absolute game-changer. I don’t think there’s anything he doesn’t know about growing an accountancy business. He’s been doing this for 30 years now and has an incredible ability to quickly identify and solve complex problems.”

I’m Simon Kuoo, CEO and founding partner of Growfactor, a chartered accountancy firm based in the UK. I’ve known Rob for years and reached a point in my business where I realized my own skills were limiting my growth potential. That’s why I traveled all the way to the US to join this in-person Boardroom session—I believe it will be the key to taking my business to the next level. Even before the first day was over, I had already gained invaluable insights to take back that will instantly boost revenue, profitability, and cash flow.

I’ve built my business to a successful point, generating around £2 million in sales, but now I need simplicity and a prioritized plan rather than spinning 10 plates at once. I’m here to seek advice from my peers and experts like Rob on how to reduce workload and stress, and to focus on the things that will truly move the needle forward.

Rob is an absolute game-changer. I don’t think there’s anything he doesn’t know about growing an accountancy business. He’s been doing this for 30 years now and has an incredible ability to quickly identify and solve complex problems. What started as one-on-one advice from Rob has now expanded into a team of experts providing tailored support for every aspect of my business.

Shannon Badger

“We’ve grown to $7M in revenue with zero Partner chargeable time”

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.

Rick Fields

We’ve seen our billings and Partner income double

We joined Rob Nixon’s Boardroom in 2018 and participated for approximately two years. The results have been amazing for our firm. We’ve seen our billings double in the last five years, as well as our dollars per client hour triple, and our partners pay double as well. Highly recommend this program. It’s truly changed how we operate our firm from day today, and we apply the principles every day still currently.

Nan Lloyd

It was life-changing for my firm

We worked with Rob Nixon for his 18-month program and then stayed on about six months longer than that. It was life-changing for my firm. We reached a million dollars in sales for the first time under that program. We implemented monthly recurring billing, we implemented upfront pricing, we implemented value billing, we implemented new software, new plans, new processes, and it radically changed the way that we do business. 

Mendel Shapira

Overtime has been decreased by 90%

After working with Rob and Wendy, I can say overtime has decreased by 90%. We price upfront and receivables are down to 12%. I’m focusing on a lot of different areas in the firm while the team feels a lot more comfortable and more efficient. I would say the Boardroom meetings are extremely helpful in shifting the focus towards the practical outcome of these changes within the firm. It’s doable. I would recommend any firm that’s looking to grow to join this thing and let’s grow together.

Mackey McNeil

Mackey McNeil

Today I do no client work at all

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.

RESULTS

Wall of Wins

Renewed client contract for $55k annually citing GAP.

Aaron
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Won $22k CFO advisory contract after GAP meeting.

Courtney
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Added $28k in bookkeeping services post GAP.

Zach
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Closed a $35k consulting project after GAP process.

Greg
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Added $12k in payroll services monthly post GAP.

Kimberly
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Secured $45k contract after GAP roadmap discussion.

Dylan
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Added $20k advisory revenue via GAP process.

Jasmine
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Grew services by $15k monthly after GAP roadmap presentation.

Kelly
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Secured $30k contract for advisory services post GAP process.

Sean
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Added $18k recurring revenue through GAP-informed services.

Tara
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Renewed client for $65k annual revenue citing GAP value.

Matt
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Closed a $22k consulting project after GAP roadmap meeting.

Victoria
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Two-day virtual event — Find the profit hiding in your firm. Leave with your 120-day plan to capture it.