Joe Montgomery, III, CPA, PASBA member, and founder of Cohesion Advisors wants a better firm and life for every accountant.
Joe successfully doubled and exited his family firm, Montgomery & Company, CPAs, launched his own firm in 2020, and loves helping firm leaders take the next step, and become better through highly personalized 1-1 coaching. It's like having a fractional implementor or a non-equity partner in your corner.
1. Build an unstoppable team, form higher-value relationships with clients, and find tremendous personal freedom.
2. Deliver the right service to the right client for the right price, and put the right people, in the right structure, with the right motivation.
3. Build your leadership team, delegate, elevate, and gain more time to do what you love.
4. Get clarity on what matters most, stop chasing shiny objects, and focus.
5. Online ready-to-use resources, templates, checklists, and self-pace courses for you and your team.
6. Network of strategic partnerships.
Get ready to grow!