Free Seminar for Tax Pros

Discover How Dozens of Tax Pros are Working Less Yet Making More…

… By value-adding to existing clients with our plug-and-play ‘Family Office Director Model’

Choose from one of these sessions:

December 12, 2022 Monday, 8am - Noon @ Walnut Creek Marriott

December 13, 2022 Tuesday, 8am - Noon @ Courtyard by Marriott Fisherman's Wharf

December 14, 2022 Wednesday, 8am - Noon @ Courtyard by Marriott San Mateo Foster City

At this in-person seminar, we’re showing tax pros how it’s possible to level up their business and enjoy:

Overcome the April ‘Tax Grind’ and reclaim their work-life balance  

Potentially 2x revenue and 10x enterprise value - while REDUCING the number of clients

Have a business that makes that ‘dream income’ possible - without hiring more people

At this free training, we’re revealing a ‘Success Guaranteed’ way for tax pros to:

Build a firm that’s scalable and easier to grow

Replace low-value, difficult clients with high-value clients (who you enjoy working with)

Increase profits while working less hours

Make a meaningful financial impact in your clients’ lives

Flip the script, rejecting the old selling model that eliminates sales pressure.

… And even stop sacrificing family time during tax season.

We call this the ‘Family Office Model’ that’s designed specifically for Tax Pros to scale their firms in a meaningful way. 

Here’s what other Tax Pros are saying:

“The additional revenue is very significant to me… The Family Office will generate very close to the same net profit as my CPA business this year”

Erling.B, CPA

“It’s way more than I could have done on my own… I like the partnership and ‘walking together’ with the client.”

Kim. P, CPA

“The fact that I have a full team built around my firm and me, is probably what separates us from the rest of the so-called ‘competition’”

Aleksey. K, CPA

Your Speaker

Dave O'Rourke

Chief Evangelist

Dave is one of the principal driving forces behind Financial Gravity’s mission to accelerate the transformation of poorly-rewarded tax professionals into highly-paid family office directors. Dave is obsessed about helping CPAs firms in the Financial Gravity family to achieve their business dreams, while reclaiming their work-life balance. 


Take Action Now and Get These 2 Bonuses


(For Sign ups)

The Tax Master Guide to Starting and Building Your Proactive Tax Business - Ed Lyon ($20 value)

A 135 page step-by-step guide to building your business around something clients really want: tax savings! You’ll learn how to use tax savings to identify and attract clients who are ready to commit to doing business now. 

Download this free guide immediately on the next page!


(For Attendees)

Tax Practice Conversion Report ($300 value)

All attendees will receive a complimentary Tax Practice Conversion Report, an analysis of the untapped revenue potential in your existing book of business. Based on decades of experience working with tax pros, and hundreds of members of the Tax Master Network, this report can be a key decision input in planning the future of your practice.

What’s Your Accounting Firm’s Future Going to Be?

Continue Current Path

Get stuck in the ‘volume trap’ of getting more clients and sacrificing personal time 

Play in a ‘commoditized’ service where margins keep shrinking

Trade personal time for money 

Experience lumpy revenue 

‘The Dream Income’ continues to be out of reach 

Have to live with low-paying, demanding clients

Explore the ‘Family Office Model’ Path

Work with a handful of high-paying clients and regain work life balance

Stand out and be able to improve your fees and profit margins

Have a scalable business that requires less of you

Have a business model that brings income all year round. 

See a clear path towards that ‘dream income’ 

Make an impact and have your clients truly value you

Ready to explore a New Possibility for your Accounting Firm?

Choose your preferred session*
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Sign up now and immediately receive This free bonus

The Tax Master Guide to Starting and Building Your Proactive Tax Business - Ed Lyon ($20 value)


Disclaimer: Earning potential is entirely dependent on the person using our product, ideas and techniques. We do not purport this as a “get rich scheme.”Your level of success in attaining the results claimed in our materials depends on the time you devote to the program, ideas and techniques mentioned, your finances, knowledge and various skills. By attending this webinar, we guarantee your success and income level. We also guarantee that you will make money and we will be responsible for any of your actions.

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2501 Ranch Rd 620 S, Ste 110 Lakeway, Texas 78734

Contact Number: 1-800-588-3893


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