Coaching & implementation for accounting firms

Your firm hit a million. So why are you still working 70-hour weeks?

I help accounting firm owners doing $1–5M break the plateau – fix the foundation, get out of the day-to-day, and build a firm you can actually scale or sell. And I've done it: 100+ firm implementations, a crypto practice scaled past $80K/mo, and my own cloud firm running ~60 clients today. Not theory. Reps.

Book a Call Not ready yet? Connect on LinkedIn →
■ Owner-operator of Maverick Accounting – I'm not a guy talking into the wind. I live this.
AJ, owner of Maverick Accounting AJ · The Accountant
01 The Problem · let's be honest about fit
This is you if ·
  • You own a firm doing $1M–$5M and you've plateaued.
  • You're working 60–70 hour weeks and the business can't run without you.
  • You've got no documented processes – everyone does the work their own way.
  • You're drowning in shiny-object tech (Karbon, Canopy, Double…) and don't know what to commit to.
  • You want to grow, get your time back, or set up a clean exit – but you keep spinning your wheels.
Probably not a fit if ·
  • You want help but won't hand over the keys. No point painting walls when the foundation's cracked.
  • You'd rather learn my job than let me do it.
  • You're not coachable. The best players in any field got there by being coachable. Same rule here.

“Fix the foundation first.”

02 What I actually do

I find the real problem.
Then I fix it.

Most consultants show up ready to fix the problem you told them about. I get to the root of the one you actually have. You say “I need a new system.” I look closer and the foundation's cracked – no documented processes, no source of truth, the wrong people on the wrong work. We fix that first.

A

Right people,
right work

I sit with your team and spot it fast – who's underutilized, who's costing you money, who's the rock star you're wasting. We put people where they actually pay off.

B

The systems
you're missing

Documented SOPs. One company way to do the work – not five people doing it five ways. The structure that finally lets you step back.

C

A tech stack
that fits

I'll tell you what to implement, what to kill, and why – no shiny-object spiral. Karbon, Canopy, Notion, Keeper, Ignition: rolled out across 100+ firms.

The blind spot

Here's what most owners miss: if you're doing all the work, your real profit margin is basically zero – no matter what the P&L says. The win isn't just more profit. It's getting your time back.

Implementation manager

Rolling out new software and don't want to be the villain to your own team? Bring me in to run it. “The coach said so.”

Need the bad guy?
Hire AJ.
03 How it works
1

Book a call

We figure out if you're a fit. (This page already did half the work.)

2

The scan

I review your tech stack and operations and tell you what's actually broken – and what to do about it.

3

We get to work

Coaching, implementation, or both – whatever moves you fastest.

4

You step back

More profit, fewer hours, a firm that's ready to scale or sell.

04 Pricing · start small, scale into it
Tier 1 · Entry
The Scan
$1,500

A fast, fixed look under the hood. I review your full tech stack + operations and hand you a clear punch-list: what to implement, what to fix, what to kill. ~3 hours. The easiest way to start.

Most start here Tier 2 · Core
Coaching Retainer
$2,500/mo

Ten hours of me a month – sounding board, strategist, or tip of the spear to go fix things. Use them how you want. They don't roll over.

Tier 3 · Elite
Elite Coaching
$5,000/mo

Direct line. Call or text when you need me, weekly coaching sessions, a standing day blocked just for you. For owners who want a real partner in the chair.

Tier 4 · Custom
Exit & Implementation
Custom

The big one. Hands-on implementation plus a 6–12 month plan to raise your valuation and sell for a higher multiple – or hand it to the next generation cleanly. Scoped to you.

05 Proof · by the numbers
100+
firms guided through Karbon implementations
5→50+
cloud clients built at a Texas firm
$80K+
/mo crypto practice MRR, scaled in under 2 years
5h→<1h
client onboarding time at Tooth & Coin
~60
clients run today at his own firm, Maverick
06 What firm owners say
“

His background in the accounting and tax world affords him the ability to be a trusted advisor. Anthony feels more like a team member than a consultant – he has an understanding, as if he's been in your shoes and is aware of the pitfalls and roadblocks ahead. With an implementation specialist like Anthony, you're one step ahead of the game.

Stoner & Bouldin, LLP
“

Working with AJ was a great experience for us! He is so knowledgeable and informed on the latest technology to help our firm stay up to date and efficient!

Attracct Accounting Advisors
“

His deep knowledge of the platform, combined with a strategic and process-driven approach, made a significant impact on our workflow efficiency. We now have a more optimized system that enhances productivity and ensures smoother operations. We highly recommend AJ to any firm looking to maximize their use of Karbon.

Logistis for Designers
07 Featured case studies
Valley Oak · Tax-season overhaul

From paper chaos to a fully electronic tax season.

  • Karbon rebuilt end-to-end – extension processes, bulk date changes, fully standardized tax-season workflows.
  • Paper → electronic tax organizers – old-school process eliminated completely.
  • Leadership sessions – cross-team brainstorming to redesign how tax season runs from the top down.
  • Documentation system – team records exactly what they're doing, enabling ongoing process improvement.

“He set us up for success… we are definitely better because of it.”

– Valley Oak
Tooth & Coin · Operational backbone (as COO)

Building systems that scale without breaking culture.

  • Karbon implemented as the central practice-management platform – standardized comms, tracked workflows.
  • Notion deployed as a custom database for a real-time operational backbone.
  • 5h → <1h onboarding time per client, via a developer-built integration plan.
  • 3 → 6 team members, with department-specific SOPs for consistent delivery.

“My focus was creating scalable systems and operational clarity so the firm could keep growing confidently – without sacrificing quality or culture.”

– AJ, COO, Tooth & Coin
08 About AJ
AJ, owner of Maverick Accounting
// Anthony “AJ” Zepeda · Founder, Maverick Accounting

I didn't stumble into this. I built my way through it – one firm at a time.

My first proving ground was a small firm in Hawkins, TX with 5 cloud clients and a workflow built around desktop software. I rebuilt it from the ground up and grew it from 5 clients to over 50. The lesson stuck: transformation isn't about tools – it's the vision to change how a firm thinks.

From there I joined Kruze Consulting, one of the most respected startup-focused firms in the country. As a controller I managed a book worth $1M+ in ARR, working with names like Superhuman and Mysten Labs – and was their largest billing team member.

Then Acuity, where I rebuilt the Crypto Practice from the ground up – inheriting $40K/mo MRR and scaling it past $80K in under two years, in one of the most complex niches in accounting.

After that, Tooth & Coin as COO: I overhauled their back-end data infrastructure, automated onboarding, and started consulting firms at scale – personally guiding 100+ firms through Karbon implementations, plus Canopy and Double rollouts across firms from $400K to $4M in revenue. That's where I found the real calling: helping accounting firms operate the way they should.

Then I started Maverick Accounting – my proof of concept. A modern, cloud-native firm in Tyler, TX serving ~60 clients across medical, dental, and small business. We run lean, we run smart, and we run the exact systems I'd recommend to any owner serious about growth.

Over the past 8 years I've refined a consulting process built specifically for accounting firms on Karbon (or any practice-management software) and a modern tech stack – workflows, migrations, and tools like Notion, Keeper, and Ignition – designed for clarity, momentum, and results.

Why owners trust me over the other guys: I own and run my own firm. I'm not a sales guy pushing a tool. I live this.

Done spinning your wheels?

If you're a coachable firm owner ready to fix the foundation – let's talk. If the timing's not right yet, connect on LinkedIn and reach out when you're ready.

Book a Call Connect on LinkedIn