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Resources designed to help you build the firm of your dreams

Please enjoy this list of resources we’ve created and curated just for our community.

CLIENT JOURNEY

You want to build the firm of your dreams – so why start with a focus on the client’s journey?

If you don’t have clients who are paying you well and thrilled with your service, you CANNOT have the firm of your dreams. Simple as that. It’s time to build an incredible client experience.

GAP-TO-GOAL ANALYSIS

Get real about what’s happening today, what you want to happen, and why. From there, you can determine what changes will take you from current state to your ideal state.

CASE STUDIES

Check out our case studies to see examples of real results achieved by switching to a deliverable-based billing model.

CASH MACHINE CALCULATOR

Use our Cash Machine Calculator to see the impact your cash flow, DSO and AR could have by switching even a portion of your revenue to deliverable-based revenue.

CASH FLOW PROJECTION TOOL

Our Cash Flow Projection Tool makes it easy to plug in your numbers and quickly gain clarity into your cash flow.

OFF & AWAY PLANNER

Set yourself up to vacation well with our Off & Away Planner tool which includes a guide for preparing to take time off and a sample Off & Away playbook.

OUR BOOKSHELF