Speaking & teaching

I love being in the room
with firm owners.

Honest conversations with firm owners about the work they've been avoiding.

I'm in this work daily — through The Reframe, Fix Your Firm, The Collaboration Room, 1:1 advising clients, and monthly live sessions in accounting communities. I hear what firm owners are stuck on constantly, and it almost always lands in the same place: the boundary work that hasn't been done.

The thesis I keep coming back to: most firm owners try to fix the operations first. But the boundary work has to come first.

I'm current on every software, every emerging best practice, every hot topic — because I'm in the work daily. Plus I've owned and sold a firm myself, so I speak the same language firm owners do. Audiences leave with the script for the conversation they've been avoiding, the math behind the boundary they couldn't quite hold, and a different way of thinking about what "service" actually means in a client relationship.


01 Where I show up

Wherever firm owners
are gathered.

Conferences, partner events, accounting communities, podcasts, firm leadership groups, software-customer audiences. Any room where firm owners are working out what to do next.

Workshops

Working sessions for firm or team groups. Real scripts, real practice.

Conference talks

Sessions for the rooms where firm owners gather. With Q&A built in.

Panels & podcasts

Conversations with hosts, audiences, or other practitioners.


02 Topics

What I'm called in for.

Pricing
"I can't charge that."
The price increase that won't get sent. The proposal closed too easily. Tier creep without tier scripts.
Client list
"I can't fire them."
The client overdue for years. The fee that's too low. The math behind firing — and the script for how.
Operations
"They prefer it the old way."
Why the new portal, the new software, the new deadline never sticks. Why operational fixes don't take hold until the boundary work does.
Communication
"I have to soften it."
The six-paragraph apology email. Direct vs. cold. How to write the three-sentence version of every "quick question."
Life
"I have to be available."
The kid's game missed. The vacation not taken. Why most clients aren't as fragile as you think — and which ones to fire.
Book me

Get me in front of
firm owners.

Tell me who the audience is, what they're stuck on, and what you have in mind.

Email rebecca@rdriscollcpa.com →