What We Do

Three Ways to Scale Your Firm

Every firm that breaks past the volume model installs the same three systems: marketing, sales, and fulfillment. The only question is how hands-on you want us to be while we build them with you.

01
We guide you

Business advisory

The SYAF Accelerator. A six-month partnership where you keep your hands on the wheel and we advise you through installing all three systems, in the right order, on weekly calls with the founder who owns each one.

Best for firm owners who want to shortcut the path to $1M a year and want extended access to our team.
A live SYAF advisory session with Peter
What's included

Weekly advisory calls

Marketing with Peter, sales with Brian, fulfillment with Ryan. You attend the one or two tied to your current constraint.

1-on-1 onboarding call

We pinpoint your single biggest constraint and set your first 90-day plan before you touch anything else.

The Firm Growth Flywheel

Offer architecture, traffic systems, and fulfillment systems, with the SOPs to install each one.

The member portal

100+ hours of training, templates, and tools, available 24/7 for you and your leadership team.

Your leadership team included

Partners and key leaders can join the calls and use the portal, not just you.

Six months of direct access

Real contact with the people who built these systems in their own firms, not a course you watch alone.

Book a call All virtual. No travel.
Image: firm owners building their systems in the room with the founders
02
We build with you

In-person VIP days

This is not a conference and it is not a lecture. We get a small group of firm owners in the room with our 8-figure team and build your systems right there with you. Part teaching, mostly hands-on, you leave with the work done instead of a notebook of ideas.

Best for owners who learn by doing and want their systems built in days, not months.
Marketing. Build your lead engine with key video assets to attract more ideal clients.
Sales. Build a premium offer to command high-ticket upfront prices and save time in your sales process.
Fulfillment. Build your SOPs, delivery pipeline, and team structure to step out of the day-to-day of your firm.
Book a call Held in person, in a small group.
03

// Done-for-you

When you would rather run your firm than run a marketing, sales, or hiring department, our agencies take the work off your plate entirely.

Best for firm owners doing $2M a year or more who are ready to invest $100K a year or more to outsource key scaling functions.
Logo / image: Social Club Studios
Marketing

Social Club Studios

Peter's agency, built exclusively for accounting firms, runs your content, funnels, and ads to bring premium clients to you. The only marketing team that actually speaks accountant.

Logo / image: Sell Up
Sales

Sell Up

Brian's outsourced sales team takes your calls and closes $5K–$20K engagements for you, so you stop giving away free strategy and start booking premium revenue. $16M+ sold in 18 months.

PT Global
Staffing

PT Global

We staff your firm with full-time admins, tax preparers, and tax reviewers who work only for you, never fractionalized across other firms, so you can take on more without becoming the bottleneck.

Our partners love SYAF

★★★★★
“This program probably shaved six months off my path to getting my firm past $1,000,000 in revenue.”
Joseph Holbrook · verified Trustpilot review
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Ready to Scale Your Accounting Firm?

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