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FREE DOUBLE-FEATURE VIRTUAL MASTERCLASS

The Profitable Firm Blueprint – People
& Systems That Scale

Expert-led, back-to-back sessions to help firms harness
the right people and systems for peak profitability

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September Workshop2
Scalable Hiring Playbook Preview

Part l

The Scalable Hiring Playbook

Structure smart. Hire right. Grow fast.

3PM – 4:30PM CST | October 20, 2025 

Key Insights

  • Map out your firm’s 1-, 3-, and 5-year growth plan  
  • Define your onshore, offshore and on-demand talent mix 
  • Plan which roles to hire next—and when 
  • Align your people strategy with business goals 
  • Roll out your plan to gain team buy-in

Part ll

The Time Freedom Formula™

Reclaim 2–3 hours daily. Lead smarter in 90 minutes.

3PM – 4:30PM CST | November 3, 2025

Key Insights

  • The Leverage Ladder Blueprint – A structured 5-step path to advance from hands-on to higher-level leadership  
  • The Buy Back Framework – 3 proven models to audit your time and shift energy toward your zone of genius  
  • The Time Saving System – Effective time-value calculator and scheduling tools to plan your life from year to week 
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Claim Your Spot Now!

Double your learning. Secure your place for two premium virtual sessions with Nick Sinclair, a leading coach for global accounting firm owners—free for a limited time.  
These exclusive lessons are usually paid, but we’re offering complimentary access to help more firms achieve profitable growth in 2025. 

 

nicksinclair

Nick Sinclair

TOA Global and Ab2 Institute of Accounting

With 20+ years of experience, Nick has built an impressive career as an entrepreneur, coach, and former owner of an accounting and financial planning firm.

He founded TOA Global, Ab² Institute of Accounting, and Sinclair Media, collectively empowering more than 1,100 firms worldwide.

Fueled by a passion for helping accounting leaders gain time and financial freedom, Nick is dedicated to guiding them in building firms they’re proud to lead.

NASBA CPE Credit Terms and Conditions

Part I: Talent Strategy Workshop – The Scalable Hiring Playbook

Date: October 20, 2025

1. Learning Objectives
  • Develop a clear 1-, 3-, and 5-year organizational chart aligned with their firm’s growth strategy.
  • Define an effective talent mix, identifying which roles should be onshore, offshore (global), or on-demand.
  • Create a hiring roadmap that outlines which roles to fill next and when.
  • Build a people strategy that supports business goals and eliminates guesswork in team planning.
2. Instructional Delivery Method
  • Group Live
3. Recommended CPE Credit and Field of Study
  • Credits: 1.0 CPE
  • Field of Study: Business Management & Organization
4. Prerequisites
  • None
5. Program Level
  • Basic
6. Advanced Preparation
  • None
7. Program Description
  • This 90-minute workshop equips growing accounting firms with practical tools to address capacity issues, burnout, and scalability. Attendees will leave with a draft talent plan and organizational chart, along with insights into how TOA Global supports firms in building scalable people strategies.
8. Course Registration and Attendance Requirements
  • Participants must register online.
  • Full credit is awarded only to those who attend the entire session and actively participate (e.g., respond to all 3 polls during the session).
9. Refund / Cancellation Policy
  • This program is offered at no cost. Therefore, no fees or refunds apply.
  • For inquiries, contact: 1-888-585-1740
10. Complaint Resolution Policy
  • Complaints must be submitted in writing and will be handled per AB2 Institute’s internal policy.
  • Contact: 1-888-585-1740
11. Official NASBA Sponsor Statement

Part II: The Time Freedom Formula

Date: November 5, 2025

1. Learning Objectives

  • Apply the Leverage Ladder Blueprint to transition from daily execution to strategic leadership.

  • Use the Buy Back Framework to replace busyness with productivity and renewed energy.

  • Implement a time-saving system to manage both business and personal priorities more effectively.

2. Instructional Delivery Method

  • Group Live

3. Recommended CPE Credit and Field of Study

  • Credits: 1.0 CPE

  • Field of Study: Business Management & Organization

4. Prerequisites

  • None

5. Program Level

  • Basic

6. Advanced Preparation

  • None

7. Program Description
  • This 90-minute live workshop is designed for busy accounting firm leaders seeking to reclaim 2–3 hours per day. Through practical frameworks like the Leverage Ladder and Buy Back Framework, attendees will learn how to shift from reactive execution to energized, focused leadership.
8. Course Registration and Attendance Requirements

  • Participants must register online.

  • Full credit is awarded only to those who attend the entire session and actively participate (e.g., respond to all 3 polls during the session).

9. Refund / Cancellation Policy

  • This program is offered at no cost. Therefore, no fees or refunds apply.

  • For inquiries, contact: 1-888-585-1740

10. Complaint Resolution Policy

  • Complaints must be submitted in writing and will be handled per AB2 Institute’s internal policy.

  • Contact: 1-888-585-1740

11. Official NASBA Sponsor Statement
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