Find Out What's Holding Your Practice Back. Free ►

Your Practice Has a System for Everything. Except Growing It.

Your Practice Has a System for Everything. Except Growing It image

Helping Accountants, Bookkeepers, CPAs, Tax Pros, Estate & Financial Planners and Advisors Implement the One Missing System That Grows Profit and Practice Valuation

Most financial practices run systems for CRM, Accounting, Payroll, HR, and Operations. Almost none of them have a Business Growth Automation System. That gap is quietly costing them clients, revenue, and practice valuation every year.

We Help Financial Pros Get Clients, Keep Clients, Work Less & Profit More

SIMPLIFY ► (1) System (2) Strategy (3) Action Plans

RESULTS ► Increase Profit & Practice Valuation | Save Time, Effort & Money

We Specialize in Growing Small to Medium-sized Financial Businesses:

Accountants, Bookkeepers, CPAs, Tax Pros, Estate & Financial Planners & Advisors

You're Not Alone.
Every Financial Professional Hits This Wall.

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Is This You or Your Team?

  • You're working insane hours but revenue feels stuck.

  • You don't know where your next client is coming from (feast or famine, every month).

  • Every lead that slips through the cracks costs you money you'll never see.

  • You're using 10 different tools that don't talk to each other - it's expensive and a nightmare.

  • You want to feel in control instead of constantly reactive, but you're always putting out fires.

  • You can't take time off because the whole practice falls apart without you.

  • You've resorted to RAM: Random Acts of Marketing

This isn't a YOU problem. It's a SYSTEMS problem.
And it is simpler to fix than you think.

Business Growth Automation System
Built Specifically for Financial Professionals

Why Patrick?

  • I'm Patrick Muldoon, CPA. I spent 35 years inside financial businesses at PwC, Deloitte, and RBC - watching what separates practices that grow predictably from those that stay stuck

  • The gap is almost always the same. And it is almost always fixable in 90 days or less.

Patrick Muldoon, CPA - Founder & President imae

The Missing System

6 Major Business Systems

The Missing System- Business Growth Automation image

Business Growth Automation System: Is Yours Missing?

► Every financial practice I have ever worked with runs up to five of these systems.

► Almost none of them run the sixth - and that is the one that directly grows their profit and practice valuation.

Two Solutions When You Are Ready to Dive Deeper

[1] Business Growth 360°

Diagnostic & Roadmap

Grow Your Business system icon
  • 88 questions

  • 7 growth areas

  • One clear prioritized roadmap

  • 1-on-1 session with Patrick

  • $300 Charter Member pricing

[2] Business Growth One

Automation Plan

Manage Your Business system icon
  • One system

  • Replaces 7+ tools

  • Pre-built for financial professionals

  • $399/month

  • Done-for-you setup

Not Quite Sure On Your Next Step?

  • The free Assessment tells you which solution fits your practice first.

Guaranteed Results

If you follow the roadmap, put in the work, and attend your sessions - and you do not see the results we mapped out together - we keep working with you at no additional cost until you do. No contracts. Cancel Business Growth One any time.

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Five Minutes. Free. No Pitch.

Take the Business Growth Assessment and get an instant picture of exactly where your practice's growth gaps are.

Powerful and Affordable System and Services to Help You Grow Your Financial Business. Simplify, Integrate and Automate: Use the Latest Technology to Your Advantage!

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877-398-4710 Text Us

120-3850 Dougall Ave #31055, Windsor, ON N9G 2Y2 Canada

Business Growth One

Certified Consultant

Clickup

Certified Expert

Alumni: PwC PricewaterhouseCoopers , Deloitte & RBC

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Alumni: PwC PricewaterhouseCoopers, Deloitte & RBC logos

Are you a Financial Professional? We can help you get clients, keep clients, work less and profit more.

We help firms in Accounting, Bookkeeping, CPAs, Tax, Estate & Financial Planning & Advisory

Copyright © 2026 - Business Growth Success Inc. | Patrick Muldoon, CPA - All Rights Reserved.