But we’d love to save a seat for you during the next round
The Advisor’s Table™ is currently full
We intentionally cap The Table to 15 tax pros and bookkeepers at a time so that every member’s voice is heard, questions get answered in full, and no one’s needs get lost in the group.
If you’d like to join us when a seat becomes available, get your name on the waitlist today.
Bookkeeper or tax pro?
Pull up a chair.
At this table, everyone eats.
Get your client and business questions answered fast. Learn how to run a profitable and well-loved firm. And finally have someone to turn to when those “wtf do I do here?” moments hit.
We’re a collaborative community of tax pros, accountants, and bookkeepers who don’t gatekeep, judge, or act like you should already know this stuff.
You can sit with us
There’s no preset curriculum here. I create monthly trainings around what members are asking about and need more support with in real time.
Built around what members need
You get direct access to an Enrolled Agent for anything tax-related, from weird client situations to payroll to how to categorize something tricky.
No more secondhand tax advice
You won’t wait two weeks for your question to make it onto a coaching call. I respond within 2-3 business days with context and next steps
Quick, thorough answers
I limit the Table to 15 people so everyone’s voice is heard, questions get answered, and no one gets lost in the group.
Intentionally small
You can get answers at The Table. With quick, thorough responses that don’t stop at “that depends.”
- How to properly categorize certain expenses, like client gifts or meals, so that your client is set up well for tax time
- How to build a client roster (and even a waitlist) of people you’re excited and proud to work with
- How to have difficult conversations with clients about boundaries, communication style, or inaccurate reporting without feeling like you’ll lose them as a client
- If you can afford to hire a contractor or an employee and if so, who you should hire and how much you should pay them to remain profitable
- What systems and software make managing a team a heck of a lot easier
- How to be a leader your team is excited to work under
- Tbh, anything tax-specific since that’s not usually covered in bookkeeper education
Running a firm means weird, random, “has anyone ever dealt with this?” stuff comes up on the regular. And the questions get harder as the business gets bigger (fun!). Usually, you’re sitting there in your office asking Google or ChatGPT for advice and then still wondering if any of it is relevant.
Instead of doing that, bring it to The Table and I’ll not only get you answers, I’ll make sure you know what to do with them and why. There’s a big difference between having an answer and having a plan. Here, you get both.
Bring your questions to The Table
Leave with answers and a plan
What members are saying
anonymous tax pro
“The Advisor’s Table is something truly special. The guidance, honesty, and opportunity to learn alongside other professionals made this experience unlike anything else. I learned so much, gained confidence in my abilities, and found a community of people who genuinely understand the challenges we face as advisors.”
Via Sophia
“The Advisor’s Table taught me so much more than tax strategy. It helped me trust myself, make better decisions, and become a better advisor. Having a space where I could ask questions without feeling stupid for not knowing something made such a difference in my professional growth.”
Financial Link
“I genuinely feel like I’ve grown so much as an advisor because of The Advisor’s Table. Being able to talk through real client situations, learn from everyone’s experiences, and connect with professionals who are on the same wavelength has been invaluable. It’s an experience I don’t think anyone else could replicate!”
Resource library
Get 24/7 access to templates and tools I use in my own firm, coaching replays, every masterclass training I release, scripts, and more.
Private community in Skool
I’m not the only brain at The Table. You also get a small group of bookkeepers and tax pros to ask questions, swap experiences with, and learn from between calls.
Bi-weekly coaching calls
Every other week, bring one thing you’re stuck on, unsure about, or ready to finally deal with to our live call. We’ve got 90 minutes and an open floor to talk it through, make sure you fully “get it,” and make a plan to put it in place when we’re done.
Once your seat is secured, here’s what’s going down every month.
How it works
The details
Monthly members-only trainings
If members keep asking about something that deserves more than a quick answer, I turn it into a training. Payroll, hiring, reasonable comp, taxes, whatever. They’re short, actionable, pre-recorded, and based on what the group wants help with right now.
EA credential (took me 5 tries but hey, I got it)
Six-figures in my first full year of business
Grew a $550k/yr firm in 5 years (without a table like this)
4 full-time employees (who are happy and paid well!)
Head Advisor in charge
Here’s what you need to know about Desi
The go-to advisor for tax people
I built my $550k/yr firm in 5 years flat by figuring out a whole lot of shit as I went and constantly wishing I had someone I could turn to and ask, “Okay, what would you do here?” Except, there wasn’t exactly a seasoned tax pro sitting around waiting to answer my weirdly specific questions unless I was willing to shell out way too much money for a multi-week response time.
Five years, an EA credential, a team of four, and a whole lot of client situations later, I’ve become the person I was looking for back then. The one with the answers and the willingness to share them, minus the ego our industry has made standard.
So I built The Advisor’s Table™ to help other tax pros and bookkeepers shorten the time between “wtf do I do here?” and “okay, I know exactly what to do next.” Here’s how I look at it: our entire industry gets better when more of us know how to take great care of our clients, understand the tax side, and run our firms well. Why the heck wouldn’t I help make that happen?
I’ve got a seat with your name on it. See you at The Table.
The Advisor’s Table™ Is Not For You If
You’re brand new and still need someone to teach you the bookkeeping or tax basics.
You’re looking for a step-by-step course with a set curriculum. The trainings and conversations are built around what members need, and I can’t know that ahead of time.
You only want bookkeeping support and aren’t really interested in how it connects to taxes.
You mainly want a formula for getting more clients or hitting a certain revenue number. A lot of what we cover will likely help both of these things, but there’s no “formula.”
You want someone to make every decision for you and tell you exactly what to do. I’m an advisor, I am not a dictator.
You want to join another giant group, scroll occasionally, and never really participate. The Table is kept small on purpose, and it works best when you take advantage of the access you have.
An underrated business skill is discernment: knowing when something is or isn’t for you. Let’s make this one easy.
And decide if this is a good fit for you
Time to be discerning af
Is this right for you?
The Advisor’s Table™ Is For You If
You’ve been doing this for a while (2+ years) and aren’t looking for bookkeeping basics. You want help with the weird and tricky client situations.
You keep wishing you had someone to ask, “Can I run this by you before I respond to my client?” That isn’t your mom, best friend, or spouse (although we love them).
You want to understand how what you’re doing in the books affects taxes instead of relying on secondhand tax advice or just hoping you’re right.
You’re hiring, raising your rates, adding services, managing a team, or trying to figure out what your next phase of growth looks like.
You want to catch problems (and know how to deal with them) before they turn into a huge mess for you or your client.
You want a small group where you can ask honest questions, get in-depth answers, and learn from what everyone else is working through.
- Bi-weekly coaching calls where you bring your specific situations and questions to The Table and we talk through them until you feel confident about what to do next
- Members-only trainings built around real problems, client situations, or tax-related questions members have
- Access to every training recording, masterclass, template, and script inside the resource library so you have the actionable tools when you need them
- Access to our private community where you can get support and feedback from other proactive, ready-to-grow firm owners
- Quick, in-depth answers when you need them and direct access to an advisor you can trust
Monthly Investment: $625
I believe in betting on yourself and taking continued steps to improve your business, but I also believe in alignment. If you join The Advisor’s Table™ and don’t feel like you’re getting what you need from it within the first 30 days, I’ll give you your money back. This is yet to happen, but hey, I believe in the power of this room so much, I’m more than happy to provide this guarantee.
Money-back guarantee
Each month, I dissect a real client situation that happened in my firm and show you exactly how I handled it. I’m talking firing clients, delivering tough news, handling scope creep, and more. And no, nothing is off limits. It’s all on the table.
I’ll send you my best client advice every month
Want to borrow my brain for free?
Is there a payment plan available?
There is no pay-in-full discount or payment plan available at this time. The Advisor’s Table™ is $625/mo on a 12-month commitment. However, if you don't receive the level of support and education you expected within your first 30 days, I’ll refund your investment, no questions asked. That's how confident I am in what this community delivers. The only requirement is that you actually show up and give yourself a real chance.
What happens if I miss a coaching call?
You catch the recording! Every call and training is recorded and added to the resource library so you can watch or rewatch at any time.
Do I need to be an EA or CPA to join?
Nope! No credentials are required. The Advisor’s Table™ is open to tax preparers, bookkeepers, and accounting firm owners, credentialed and non-credentialed. What we care about is not the letters behind your name. What matters is that you are serious about your work, serious about your clients, and ready to grow your bookkeeping or tax business the right way.
Can I get 1:1 coaching from Desi?
Yes! 1:1 private deep-dives are available as add-ons on an as-needed basis. If you want to discuss specific numbers or client situations privately, you can book a session and we’ll work through them together. After joining The Table, you’ll be able to access the booking link for this.
What if I need to pause for a month?
If you need to pause your subscription to The Advisor’s Table for any reason, we will hold your spot for 30 days and happily welcome you back. After 30 days, your spot will be opened to someone on our waitlist.
Is The Advisor’s Table™ for brand-new bookkeepers or tax pros?
Not really. While we have had beginners at The Table, it’s best if you’re at least 2 years into your firm and aren’t looking for bookkeeping basics.
