GZDCONSULTING FOR KENNETH OMORUYI  ·  CONFIDENTIAL

The Dashboard

Kenneth, this is our home base, the spot to get a pulse on everything. Here we find insights into how all three engines are interacting as a system, how each one impacts the other two, and an analysis of their individual performance. Alongside other useful information, you will see a notes area marked at each layer inviting your input on specific aspects within and between the engines. This is a single place to get a global look at it all. Looking forward to building this with you.

—Georges
Georges Dumaine
August 6, 2026
A working example · your figures replace these as they land
LAYER 01

Unified synergy view

Three businesses, one machine.

Three engines, each strengthening the other two, read how they interact as one system.

CKO CPA FIRM KO PROFESSIONAL PLATFORM ENROLLED AGENT MARKETPLACE case studies + outcomes 6th talent + tools 2nd trust + awareness 1st 3rd audience + demand 4th proof + credibility 5th network + data
Weekly brief

The week in two minutes

The first weekly brief posts here.
The three engines at a glance
CKO CPA Firm
$0
Projected year end, your own projection.
0active clients firmwide
0clients in the LaGrange base, approximate
$0revenue per professional, trailing year
Revenue
Last month
$0
Year to date
$0
Next month, projected
$0
Last year, 2025
$0
Top sources · monthly and year to date
Returns and compliance$38,000 · $242,200
Strategic Tax Planning$17,000 · $94,800
Advisory$9,000 · $52,000
Other$4,000 · $26,000
Strategic Tax Planning
Engagements sold
0
STP revenue, year to date
$0
Average engagement
$0
Share of revenue
0%
Top engagement on record: $50,000.
Monthly figures post from your books at each month close.
Enrolled Agent Marketplace
0
Indexed articles, a library over a thousand strong.
0claimed Enrolled Agent profiles, of the tens of thousands on the roster
0active Enrolled Agents, up from around a hundred at baseline
Revenue
Last month
$0
Since the April launch
$0
Next month, projected
$0
Year end, projected
$0
Top sources · monthly and year to date
Listings and subscriptions$2,800
Lead and match fees$650
Premium placement$250
Other$100
Monetization live since April; listings leading, match fees ramping.
KO Professional Platform
0
Up from the 10,000 standing baseline.
0brand lines live, podcast and newsletter
0paid offer live, the first course
Revenue
Last month
$0
Since the May launch
$0
Next month, projected
$0
Year end, projected
$0
Top sources · monthly and year to date
Courses$1,500
Masterminds$700
Consulting to firms$100
Other$100
First paid lines live since May; consulting to firms queued.
Primary indicators
Ecosystem-sourced revenue
$0
Share of new revenue traceable to another engine. The proof the flywheel pays.
Total ecosystem network
0
Combined reach across the network, the audience, and the client base.
Flywheel velocity
0
Handoffs moving between the engines each period.
Secondary indicators
Cross-engine conversion
0%
Network-effect coefficient
0
Ecosystem-sourced inbound
0
Paid versus organic mix
0%
Tertiary indicators
Blended ecosystem CAC
$0
Ecosystem revenue share
0%
New EAs per 100 audience
0
Days to first handoff
0
CKO to Marketplace referrals
0
Marketplace to CKO leads
0
Platform to CKO inbound
0
Platform to Marketplace signups
0
Instrument views
Sample figures, shown to illustrate the view.
Ecosystem-sourced revenue by month
$0$7.5k$15kFeb: $1,500$1.5kFebMar: $2,800$2.8kMarApr: $4,500$4.5kAprMay: $6,500$6.5kMayJun: $8,500$8.5kJunJul: $11,000$11kJul
Flywheel velocity, handoffs per month
03060Feb: 99FebMar: 1616MarApr: 2626AprMay: 3838MayJun: 4848JunJul: 5858Jul
Revenue mix by engine, at maturity
CKO CPA Firm: 92%92%Enrolled Agent Marketplace: 5%KO Professional Platform: 3%CKO CPA Firm92%Enrolled Agent Marketplace5%KO Professional Platform3%
What to watch in the field
Tax industry feed
IRS: Enrolled agent continuing education requirements6 min read
Executive summary →2 min read
The credential standards behind the directory, straight from the source.
Succession takes the driver's seat in the private equity boom4 min read
Executive summary →2 min read
Retiring partners and orphaned books point straight at the acquisition thesis.
State of AI
Data privacy in the age of AI: more than just a tax issue5 min read
Executive summary →2 min read
How data obligations shape the platform build and the trust layer.
AI technologies: how tax practices can prepare6 min read
Executive summary →2 min read
Where practice AI is landing first, and what it means for the firm.
Go deeper
LAYER 02

Engine interplay

Each engine, and what it sends the other two. Six directed flows, grouped by the engine doing the sending. The payload names are the locked pairings of the flywheel.

Outbound impact
CKO CPA Firm

What the firm sends outward: proof, credibility, and lived case studies.

To the Enrolled Agent Marketplace
Proof + credibility
Qualified referrals sent
0
EAs recruited via the CKO network
0
To the KO Professional Platform
Case studies + outcomes
Publishable case studies identified
0
The flagship engagement and the LaGrange story, kept anonymized.
Methods productized into content
0
Client routings to the marketplace0
Referral response time, days0
Outbound impact
Enrolled Agent Marketplace

What the network sends outward: demand for the firm, fuel for the platform.

To the CKO CPA Firm
Talent + tools
Qualified leads routed to the firm
0
Talent and tools surfaced
0
To the KO Professional Platform
Network + data
EA community into platform audience
0
Demand insights feeding content
0
Marketplace-sourced lead conversion at the firm0%
Cost per qualified lead on this channel$0
Active EA baseline feeding all flows0
Outbound impact
KO Professional Platform

What the voice sends outward: audience, demand, and trust.

To the CKO CPA Firm
Audience + demand
Authority-driven inquiries to the firm
0
Strategic Tax Planning consults sourced
0
To the Enrolled Agent Marketplace
Trust + awareness
Audience converted to listed or active EAs
0
Taxpayer demand raised
0
Engagement within the EA segment, leading indicator0%
Content cadence, monthly0
Interplay views
Monthly handoffs by corridor
CKO to EAM: 7CKO to EAM7CKO to KO: 3CKO to KO3EAM to CKO: 12EAM to CKO12EAM to KO: 6EAM to KO6KO to CKO: 8KO to CKO8KO to EAM: 22KO to EAM22
From CKO CPA FirmFrom Enrolled Agent MarketplaceFrom KO Professional Platform
Qualified leads routed to the firm
07.515Feb: 22FebMar: 44MarApr: 66AprMay: 88MayJun: 1010JunJul: 1212Jul
Cross-engine leads by source engine
Enrolled Agent Marketplace: 55%55%KO Professional Platform: 35%35%CKO CPA Firm: 10%Enrolled Agent Marketplace55%KO Professional Platform35%CKO CPA Firm10%
Cross-engine projects
On deck
EnrolledAgent.com lead-gen blueprint
The first bridge: turning the network into demand for the firm and the platform.
CKO to marketplace referral flywheel
Design of how firm referrals are captured and routed from day one.
Concierge MVP: first qualified delivered lead
One real lead, delivered by hand, proving the flow before it is productized.
Completed
Strategic Snapshot
The full read of all three engines, delivered.
Proposal and engagement documents
Live on this hub alongside the Mutual NDA and Engagement Letter.
This home base
The page you are reading, live and filling in as the work produces.
Around the hub
Access and navigation
Deliverables
The Strategic Snapshot The Proposal The Horizon
Documents and working surfaces
Mutual NDA Engagement Letter Intake portal Archives
Forthcoming
EnrolledAgent.com lead-gen plan
Activation engagementForthcoming
Library
Content library
Working
The Strategic Snapshot
The full read of the three engines; the reference document of the engagement.
The Proposal
Role, tiers, equity, and guarantees; the working terms.
The Horizon
The acquirer read on EnrolledAgent.com.
Mutual NDA
Draft, pending signature.
Engagement Letter
Strategic Discovery terms, draft, pending signature.
Intake portal
Your original responses, preserved as submitted.
Archived
Superseded drafts sample
Retired versions of working documents will land here when they are replaced.
Closed-out project files sample
Completed project material moves here once the work ships.