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My path to $5M
A little about me + this newsletter
Hi, I’m Marc. Welcome to Accountants InFront of AI!

In 5 years I built two accounting businesses.
Today they are valued at $5m.
But in 2017, I burnt out.
My story begins years ago when I had an advisory firm but was struggling to increase margins.
I was a one person practice 100% remote.
I was trying to be everything to everyone.
I did not have a niche.
I did not have an ideal client.
I took any business that would hire me.
I did not stand out among the thousands of other consulting firms.
I competed mostly on low price.
I wasn’t using automation.
I had no idea how much to charge for advisory services.
My friends and family would always see a stressed-out, black circles under eyes, 80+ hours/wk working person would have zero personal life.
I took a hard look at my business and found a lot of waste.
Too many services and too many different kinds of clients.
I decided that I needed to focus.
I began to focus on how I could productize my services.
With a business partner I helped develop an automated payment and Google reviews platform, BizPayO that helps accountants get paid faster, without the expensive fees and which snagged a Google Review after every successful payment.
Through the payment app I learned that most accountants were not charging enough.
That inspired me to launch a second SaaS company, a pricing application, Bookgel (Yahoo Finance, Accounting Today) that shows accountants what they should be charging based on the services they offer, their location, the client’s situation, and a couple dozen other key data points.
I began offering this to other accountants and found that it helped them price and close deals significantly faster.
The pricing app worked well but I found out the accountants who struggled the most were those full service accounting firms who did not have a niche and tried to offer every service under the sun.
It occurred to me that this was the EXACT problem that my firm struggled with originally!
I was on to something...
So I knew that the problem wasn’t just pricing.
Accountants needed help differentiating themselves and coming up with a unique offering.
One that would help create a moat around their business.
So they would not become just another H&R Block or low-cost accounting firm that would position them as just a commodity.
I'm now sharing everything I learned over the past 5 years.
How to create a productized service as a solo-ish (because I’m not sure if AI technically counts as an employee), 100% remote accounting firm and create a truly unique offering.
If you are an entrepreneurial accountant or tax pro, join me and follow along my journey.
Subscribe to Accountants InFront of AI if you want to learn how.
My mission is to create one million, 100% remote, AI-savvy accounting and tax pros by 2026.
All aboard. 🚆