You don’t need another app or random course. You need clear guidance from people who’ve actually built tax businesses and a roadmap that fixes what’s really holding you back.
If you feel like you’re doing everything yourself, don’t have real mentorship, and your tools are all over the place, Conecta Growth was built for you.
Conecta Growth is powered by a small panel of people who’ve actually run offices, led teams, and built systems not just talked about it online.
Ernie started with one small office and grew into multiple locations. He knows what it really takes to hire, train, open new offices, handle the chaos of tax season, and still keep clients happy. With him, you'll talk about growth, operations, and what has to change if you want to stop thinking like a solo preparer and start running a real firm.
Sam helps you see your business like an owner, not just a worker. He's all about structure: entities, roles, how decisions get made, how people are managed, and how to build a company that can handle more revenue without falling apart. With him, you'll work on leadership, structure, and the "boring" parts that actually make growth possible.
Alberto is obsessed with turning chaos into simple, repeatable systems. He's supported hundreds of tax offices and builds tools that keep documents, communication, tasks, and client experience organized in one place. In your session with him, you'll cut through tech overwhelm, simplify your stack, and map out exactly what should be automated and what should stay human.
Most tax pros don't stall out because they're bad at taxes. They stall out because they're trying to run a growing business on habits that only work for a one-person shop.
You underhire and people quit in the middle of tax season because there's no clear system or structure.
You end up doing everything yourself reviews, client emails, questions, decisions and you become the bottleneck.
You don't have real mentorship, so every big decision feels like a guess.
You're juggling too many disconnected tools for texting, email, WhatsApp, client portals, tasks and notes, nothing talks to each other.
Client follow-up is inconsistent, so leads and opportunities slip through the cracks.
Important deadlines sneak up on you because everything lives in your head or scattered notes.
Every client gets a different process, so you can't repeat success the same way each time.
Communication with clients is messy, so they keep asking "What's next?" and "Did you get my documents?"
Marketing is mostly word-of-mouth and referrals there's no simple, repeatable plan to bring in the right clients.
You don't have a real client portal, so documents, messages, and payments are spread across random tools.
Revenue spikes in tax season and drops hard afterward because there's no plan for off-season services.
Compliance and data security feel stressful because everything is scattered and you're not sure if it's truly locked down.
There's almost no automation, so you keep doing the same manual work year after year, just more of it.
Most tax pros are quietly dealing with at least five of these at the same time. You're not broken the system is.
One size doesn’t fit anyone. We look at your situation, your goals, and the specific problems blocking you then build a realistic roadmap you can actually follow.
For $599, you’ll work directly with the Conecta Growth experts for 2 hours total. You can choose:
During those sessions, we’ll look at where you are now, where you want to go, and how the common growth blockers are showing up in your firm.
You walk away with a written roadmap, not just a “nice conversation.”
Tell us where you are today, what your firm looks like, and what you’re struggling with. We’ll review your answers and confirm if the program is a good fit.
You’ll schedule your 2 hours of time: either two 1-hour sessions or one 2-hour deep dive. Based on your application, we’ll match you with the right expert(s) for your situation.
After your sessions, you’ll receive a written roadmap that prioritizes which problems to fix first, how the core blockers are affecting your business, and what to do over the next 90–180 days.
No generic advice. No “just work harder.” This is about giving you a clear, realistic plan that fits the way you actually work.
You’ve probably seen “tax coaching” programs, groups, and masterminds pop up and then disappear. Most fail because they’re built around hype, not structure.
You don’t need more noise. You need a simple, honest look at what’s in your way and a path forward.
This isn’t a course or a group call. It’s focused time with people who’ve already made the mistakes you’re trying to avoid.
Spots are limited. We keep this program small so each owner gets real attention.
“I finally understood why I was stuck. Once we laid out all the problems in one place, the path forward felt simple instead of overwhelming.”
“The roadmap showed me exactly what to work on first. It saved me from hiring the wrong person and buying more tools I didn’t need.”
No. You don’t have to use Conecta to get value from the roadmap. If you already do, great we’ll align your plan with what you’re using. If you don’t, we’ll still give you a clear path, and you can decide later if Conecta makes sense.
This is focused time for you and your firm. You’ll either be 1:1 with an expert or in a very small, targeted session not a big group webinar.
No. In many ways, this is even more powerful when you’re earlier, because you can avoid the painful mistakes other owners made. If you’re serious about building a real firm not just doing a few returns on the side forever you’re in the right place.
We’ll look at how those common blockers are showing up in your specific situation and prioritize which ones matter most right now. The roadmap is built around fixing them in the right order, not trying to do everything at once.
You’ll get your written roadmap either way. If you’d like your session recorded (and everyone on the call agrees), we can arrange that so you can revisit it later.
We’ll review your application and let you know quickly if you’re a good fit. If accepted, you’ll see available times and can usually schedule within the next 1–2 weeks, depending on availability.
If you’re tired of carrying the same problems into every tax season doing everything yourself, juggling too many tools, and trying to grow without a real plan let’s fix that.
Apply for Your $599 Roadmap