How does a
Mastermind Group work?


To start, group members are carefully vetted and chosen to create an environment where each participant gets (and gives) as much value to the others as possible.

You will get a chance to review who else is assigned to your group before your membership starts. Once assigned to a group, you become a continual member of your group. Everyone will have to join for a minimum of one year, as it takes time to build relationships with your peers to receive the maximum benefit. After that, you can leave your group at any time with 30 days notice. The facilitators and the group will then work together to fill any open spots within an existing group to ensure the right combination of peers. This will allow for the group to continue in perpetuity.

Participants will receive:

Structured Video Sessions

Once launched, each group will attend a 90-minute, monthly video session. (A video camera is a requirement.) Each member is expected to share challenges and goals as well as offer advice and support to other members. Don’t confuse this with a support group though, accountability is built into the DNA of Rally Rounds and each member is responsible for working toward the success of the entire group.

Ongoing Online Support

Between monthly sessions, members have access to a password-protected discussion board and file sharing member-only site to continue the discussion, share issues as they arise, review the video of their call, and access a growing library of information on a variety of topics. The facilitators will also monitor the discussion board and offer their advice. To keep you accountable to what you said you want to accomplish, regular check in on the status of each person’s goals will be conducted on the discussion list so fellow members can offer encouragement and celebrate successes.

Peers Rallying Around Peers

In essence, Rally Rounds are a collection of people with similar job titles who are willing and committed to helping the others in the group succeed, meet their goals and grow their firms. The groups are led by two highly respected and experienced people in the accounting profession. In fact, both facilitators have been named more than once to Accounting Today’s annual list of the 100 Most Influential People in Accounting!

Options to Meet Your Needs

For those who want additional support, expanded Rally Round memberships are available that include quarterly or monthly consulting time.

Option 1:

Monthly video call + access to discussion board and library

Option 2:

Option 1 + one hour of consulting per quarter, as needed, with Katie or Bonnie

Option 3:

Option 1 + 30 minutes of consulting per month, scheduled regularly, with Katie or Bonnie



How Rally Rounds Helped Me

“This is a fantastic experience that re-energized me. I had the opportunity to learn techniques to better our processes and spearhead our growth with applicable takeaways. It was like having a room full of marketers to help me figure out the best way to handle a variety of situations in my office. It was informative and interactive and, at the same time, very engaging.”

Nicole Sterling, RSW

Learn From Your Peers and Our Facilitators

With a small group of like-minded individuals and facilitators dedicated to helping you be successful in your firm,
you can take your effectiveness to the next level. Get started today!