Realize


We're a community of accountants and advisors working together to collectively hack realization


Creating leverage by investing in community as a shared resource.


Q4 2020 in review:

68 new members have joined the community
Over $3k in member fees invested back into Realize




Not another free community

You don't need another water cooler - Join a high-effort community that isn't underwritten by your software vendor



✔ Growing resource libraries
✔ Seasonal workshop cohorts
✔ Paid community librarians
A bespoke platform




• Sales playbooks
• Pricing frameworks
A network of SALT pros
• COAs and bank rules
• Client scoring framework
• Industry templates
• Client newsletters
Client request framework
• Advisory tools
• Checklists



• Email automation
Promoting balance
• Selling with confidence
• The right tool for the job
• Robotic process automation
Choosing the right services
• No-code tool automation
• Hiring best-practices
• DIY API integrations
• Web scraping



Pricing

We aren't underwritten by a product company. As a result we're able to see the world through the lens of fellow practicioners, rather then that of our vendors. To enable this we charge $120/mo for membership.


In exchange:

You will never see an ad
You will never talk to a vendor
We can invest in the platform itself
We can pay librarians to organize our resources
You will work alongside high-output professionals
We can afford to build a long-term libraries
We aren't subject to the free tier


One More Thing

Every month, 50% of membership fees are invested straight back into the community fund, where we invest in the platform, community events, and growing our collective superpowers.




Prefer to watch from a distance for now?

Subscribe and we'll include you on the weekly newsletter highlighting the most exciting things happening in Realize




Realize

A collaboration community for accountants & advisors


Getting the whole band together, I see:


Welcome to Realize, we look forward to collaborating with you.

In the meantime, if you have any other colleagues that may benefit from being part of the community, here is a link to your team signup page:

rlz.io#teammembersignup



Before we cast off, please certify three things:


✔ You are an accountant or advisor
✔ You do not represent a vendor in our industry
✔ You will not solicit other members



Before we cast off, please certify three things:


✔ You are an accountant or advisor
✔ You do not represent a vendor in our industry
✔ You will not solicit other members



Before we cast off, please certify three things:


✔ You are an accountant or advisor
✔ You do not represent a vendor in our industry
✔ You will not solicit other members



Welcome Aboard


You should receive an email with instructions to set up your account. If you run into any issues, please shoot me a message at jason@launchfa.com.


Is there someone you've always wanted to collaborate with? Would Realize be valuable to a friend or colleague? Share Realize with them and starting building your collaboration dream-team.


Every person you refer to Realize banks you a free month of membership. Pull 6 friends into Realize? Realize is free to you for 6 months.


Additional team accounts are half-price. If you have a team-member you want to bring along, have them sign up via this link: rlz.io/#teammembersignup


We look forward to collaborating with you!


Back to Realize

Welcome Aboard


Thanks for choosing to follow along on our journey. If you ever have questions about joining our community, don't hesitate to send us a message.

Hello Stranger


Thanks for playing a part in the inception of Realize. Subscribe with the link below to lock in founder pricing forever, and receive the first month free:



Back to Realize


Fellow GPAC Member


Use the blue button below for you and/or your team members to create a Realize membership you can use to access the workshop series.

The subscripton is $20/mo, ignore the image regarding pricing.

Here's a link to more info about the workshop series.



Welcome Aboard


I look forward to working with you to build Realize into a special place to collaborate.


Is there someone you've always wanted to collaborate with? Would Realize be valuable to a friend or colleague? Share Realize with them and starting building your collaboration dream-team.


Back to Realize


Back to Realize


Fall Cohort

Tech Workshop Series

8 week series beginning 10/20 for accountants & advisors


You know how to wrangle your accounting tech stack. Learn adjacent no-code automation technology that will automate your services, and begin to build product-based revenue streams.

• Hands-on live workshops
• 60 minutes once a week
Edited-down recordings
• Accessible for all levels of expertise
• Non-accounting tools to enable your accounting stack


Check out the week 1 recording to preview the series:



Starting October 20th



Free for Realize members

Sign up to become a Realize member and in addition to the workshop series, gain access to a community of collaborative practitioners.


Already savvy with APIs & automation tech?

This is the workshop series I needed to enable my team. If you're already a Realize member, use this link to set up half-price Realize memberships for your teammates.


Workshop Schedule



Week 1 - 10/20 - The Automation Landscape


• What are the options out there
• API connectors, RPA, web forms, web scrapers
• What are APIs and Webhooks
What's the right tech for the job
• What is the most robust option that won't break


Week 2 - 10/27 - Intro to Airtable


• Get to grips with Airtable
• Learn what it is, and what it isn't
• Learn why it has become the backbone of automation
• Visualize work in terms of databases
Build ready-to-use client-facing applications


Week 3 - 11/03 - Intro to API Connectors


• Learn several connector options & their differences
• Learn what can and can not be done via APIs
Explore how to enable your team to leverage connectors
• Build controls to ensure data security


Week 4 - 11/10 - Web Forms for Automation


• Get comfortable with Typeform and Airtable forms
Learn to dynamically generate forms via API connectors
• Set up branching logic in your forms
• Leverage forms to simplify info gathering
• Build a process around web forms


Week 5 - 11/17 - Image Generation APIs


Learn how to generate custom reporting automatically
• Create bespoke, automated scorecards for your clients
• Shorten feedback loops by generating daily reporting


Week 6 - 12/01 - Robotic Process Automation


• Learn to leverage RPA for legacy applications
• Build RPA utilities to interface with legacy tools like your tax suite
Build your own API to interface with legacy tools
• Use modern web tools as middleware for legacy software


Week 7 - 12/08 - Advanced Airtable Automation


• Turn Airtable into the engine that runs your services
• Leverage the tool as a engine that drives automated workflows
Build bespoke client applications on top of Airtable


Week 8 - 12/15 - Building a Fully Automated Service


• Begin building product-based revenue streams
Take what we learned to introduce a new service
• Ensure the service can be automated from end-to-end
• Build a client onboarding workflow
• Build a marketing funnel for your service