The Coaching Program for Tax Pros & Bookkeepers Who Do More Than Compliance Work
The Advisor’s Table™
Designed for experienced tax pros and bookkeepers who are tired of doing it all alone — who want real support, fresh perspective, and a community that gets it.
Inside The Advisor’s Table™, we dive deep into real client scenarios, strategy design, and implementation — together. You’ll have a space to ask questions, talk through complex situations, and grow your confidence as an advisor in real time.
By the end of this program, you’ll have the clarity and support system to lead strategy conversations with ease, apply advanced tax planning confidently, and know you’re not doing this work in isolation anymore.
You’ll walk away with sharper instincts, stronger strategies, and a seat at the table you’ve been building toward all along.
let’s be honest—
Your technical skills got you this far, but doing this work alone can only take you so much further.
You’ve built a solid business. You know your clients, you know your craft, and you show up for them every single day. But you’re ready for more support—the kind that helps you think through complicated client situations, validate your strategies, and stay grounded when the work gets heavy.
The Advisor’s Table™ is where that happens.
This isn’t about learning how to be an advisor. You already are one. It’s about having a space to grow as an advisor—to talk through the gray areas, sharpen your judgment, and connect with a community that truly understands the pressure and pride that come with this work.
it’s about getting
→ The perspective you need to make confident calls
→ the guidance to keep your clients’ numbers airtight’
→ and the reassurance that you’re not doing it all in isolation anymore.
you’ve put in the work. You’ve earned your seat.
now it’s time to take your place at the table.
Notes from our clients
And that’s exactly what we do inside The Advisor’s Table™.
We strip back the noise—the pressure to have every answer, the isolation that comes with leading a small firm, and the constant mental checklist that never seems to shut off.
Inside The Advisor’s Table™, you get a place to think, talk, and work through the real challenges of this profession. We review client scenarios, unpack tough calls, and make sure your strategies hold up—on paper and in practice.
This is where your expertise gets sharper. Where you start trusting your instincts again. Where you have people in your corner who understand what it’s like to carry both the numbers and the weight of every decision behind them.
Running like a firm doesn’t mean turning into something you’re not—it means having the structure and perspective to operate with confidence, not chaos. To make choices from intention, not reaction. To know that you’re supported, seen, and never doing this work alone.
This is your next era—the one where you still lead with heart, but now you’ve got the clarity, boundaries, and support to match the level of excellence you deliver every day.
The Four Legs of Your Advisory Table
Advisory
Skills
We help you sharpen what you already know. You’ll bring real client scenarios to the table—whether that’s reviewing a tax return, troubleshooting a complex transaction, or mapping out a strategy—and we’ll work through them together. This is where you refine your judgment, deepen your confidence, and strengthen your ability to lead clients with clarity.
Operational
Clarity
Your work deserves to run smoothly. Together, we look at how your firm operates day-to-day—your capacity, client flow, and delivery rhythm—so you can create structure that supports you instead of draining you. It’s not about building new systems for the sake of it; it’s about finding ease and consistency in the ones you already have.
Professional
Grounding
This space helps you think clearly when the work gets heavy. We focus on perspective, decision-making, and leadership—the internal side of running a firm that most pros never talk about. You’ll learn how to navigate tough situations, communicate confidently, and show up steady for your clients and team.
Community
Support
The power of The Advisor’s Table™ is in the people who sit around it. You’ll be surrounded by peers who understand the pressure, the deadlines, and the invisible load that comes with this kind of work. It’s a place to ask questions, talk through challenges, celebrate wins, and feel seen by others who do what you do—because you’re not meant to carry it all alone.
You Already Know the Work You Do
changes lives
You’ve seen it first-hand.
You’ve helped clients find clarity, clean up the chaos, and save money they didn’t even realize they were losing. You know your work matters—and it shows.
But somewhere between the deadlines, the client messages, and the never-ending decisions… it’s getting harder to breathe.
You’re not lost—you’re just stretched thin.
You’ve built something solid, but it feels like you’re carrying it alone. There’s no one to sanity-check your decisions, talk through the complex stuff, or remind you that you’re not the only one thinking about tax planning at 10 p.m.
you’re craving a space where you can:
→ Work through real client situations with people who understand the stakes.
→ Ask the questions that never quite fit in Facebook groups or forums.
→ Get perspective on your business without being told to “just hire more help.”
→ Feel grounded in your work again—without losing the drive that got you here.
Because you don’t need another course or another system.
you need a table—
a place to think, talk, and grow alongside people who get it.
here’s what no one tells you:
It’s not about cramming in more clients every season. It’s not about collecting more certifications or checking one more box. And it’s definitely not about hustling harder, staying up later, or trying to “figure it out” alone.
The truth is—this work already asks a lot of you. The hours, the decisions, the weight of being the person clients turn to for answers.
What you need isn’t another push to do more.
You need space to think deeper. To slow down long enough to make the right calls instead of fast ones. To build a business that moves with intention—not reaction.
The Advisor’s Table™ exists for exactly that reason.
To give you the structure, clarity, and community that let your expertise do what it’s meant to do—create calm, confidence, and sustainable growth.
Because you don’t need to become more qualified.
You just need the right environment to think, lead, and grow the way you were always meant to.
At the Table Where It All Shifts
this isn’t another coaching program.
it’s a recalibration—
a return to steadiness in a profession that constantly pulls you off balance.
It’s the space where you start thinking like the advisor you already are—clearer, more confident, and more grounded in how you lead, serve, and grow.
Over six months, we’ll work together through real client challenges, firm decisions, and strategy conversations that help you lead with more conviction and less noise. You’ll stretch, not because you’re told to “level up,” but because you’ll finally have the clarity and support to move with purpose.
And the best part? You won’t be doing it in isolation.
You’ll be surrounded by other experienced tax pros and bookkeepers who get it—the long hours, the high stakes, the quiet wins no one else sees. Around this table, we rise together.
introducing
The Advisor’s Table™
This isn’t a plug-and-play course or another folder of frameworks.
It’s a space built for experienced tax pros and bookkeepers who want to refine their craft, not rebuild it.
Over six months, you’ll get the structure, coaching, and support to strengthen the foundation you’ve already built—while having a trusted space to talk through the hard stuff, make confident decisions, and grow without burning out.
here’s how it unfolds
Month 1–2: Clarity & Foundation
We start by getting grounded in where your firm stands today—your capacity, client mix, systems, and boundaries. Together, we create a clear plan that steadies your workload and brings focus back to your priorities.
Month 3–4: Strategy in Motion
This is where clarity turns into confidence. We work through real client scenarios, refine your service delivery, and strengthen your ability to lead with strategy and intention. You’ll have space to ask questions, unpack complex tax or bookkeeping cases, and gain perspective on how to handle them with ease.
Month 5–6: Integration & Growth
By now, you’re operating from a place of control, not reaction. We’ll review what’s working, refine what isn’t, and shape your next phase of growth with intention. You’ll leave with a plan that fits your life and a rhythm that keeps your firm running smoothly long after the program ends.
Because this isn’t about doing more.
It’s about leading with more clarity, confidence, and calm—surrounded by people who understand the work and the weight of it.
what’s inside
Private Coaching Calls
You’ll have two private sessions with me during the program—one at the start to ground your vision and direction, and one toward the end to review your growth, clarify your next steps, and make sure your systems and strategy align with where you’re headed. These are focused, honest, and fully tailored to you.
Monthly Strategy Themes
Each month, we center on a key focus area—like advisory skills, service structure, pricing and profitability, or capacity planning. These themes guide our calls, coaching, and discussions, helping you stay grounded in what matters most for your growth instead of chasing every new idea.
Bi-Weekly Group Coaching Calls
Every other week, we meet live around the table. This is where the real work happens—talking through client scenarios, firm decisions, growth questions, and strategy challenges in real time. You’ll get direct coaching from me, learn from your peers’ experiences, and leave each call with clarity you can act on immediately.
Client Scenario Reviews
Bring your real client situations to the table—messy returns, S Corp strategy questions, tricky reimbursements, or clean-up cases. We’ll unpack them together and explore how to handle them with clarity and confidence. This is where theory turns into actual skill, in real time.
Community Slack Channel Support
Between calls, you’ll have access to our private community slack channel—a calm, focused space to share wins, ask questions, and get perspective when you need it. You can expect guidance from me during the week, but also genuine collaboration from others who understand your world. You’re not waiting weeks for direction—you’re part of a conversation that moves you forward.
A Curated, Collaborative Community
The Advisor’s Table™ is intentionally small and high-touch. You’ll be surrounded by other experienced professionals who are as dedicated to growth as they are to integrity. This isn’t a crowd—it’s a circle. A space to think out loud, share openly, and grow beside people who get it.
is the advisor’s table for you?
This space isn’t for everyone—and that’s what makes it powerful.
You’re made for this table if:
The Advisor’s Table™ is for experienced professionals who want a space that matches their depth—
where conversations move beyond compliance, and growth feels grounded, not forced.
investment
Deposit of $400 and 6x monthly payments of $900
The Advisor’s Table™ officially opens December 1, 2025.
After launch, enrollment moves to $1,250/month, but this founding group secures the preferred rate of $900/month.
When you take your seat at the table, you’re not just joining a program—you’re choosing a steadier, more intentional way to lead, grow, and do the work you were meant to do.
Plus, Join before November 15, 2025 at 11:59 PM and receive:
Free Access to 4 Exclusive Tax Strategy Trainings (Value: $400)
Deepen your expertise with four live and recorded trainings covering advanced strategies, real client applications, and advisory best practices.
Early Access to the Private Slack Community (Value: $600)
Step inside before the doors officially open. Connect with your peers, start meaningful conversations, and settle into the space designed to support you from day one.
Meet Your Coach
Desirae “Desi” Alejandre, EA — Founder of Desi Tax Service® & The Advisor’s Table™
I’ve spent a little over the last half decade helping business owners and tax professionals make sense of the numbers—because behind every return, every cleanup, every strategy call, there’s a story worth understanding.
I built The Advisor’s Table™ after years of watching talented pros burn out trying to carry it all alone. The deadlines, the questions, the quiet weight of responsibility—it’s a lot. I know, because I’ve lived it.
My work as an Enrolled Agent and tax strategist has always been about connection: helping clients and professionals think deeper, plan smarter, and move with more confidence in their decisions. This mentorship is simply the next layer of that mission.
Here, I’m not the guru at the head of the table. I’m sitting right beside you—offering perspective, challenging your thinking, and helping you see what’s possible when you finally have the clarity and support you’ve been missing.
Because you already have the expertise.
what you deserve now is a space that matches it.
frequently asked questions
The Advisor’s Table™ officially opens on December 1, 2025. After that, it transitions into rolling enrollment—meaning you can join when the timing feels right for you. Early applicants get immediate access to the Slack community and bonus strategy trainings before the first live sessions begin.
Expect to spend around 3–4 hours a month inside the program. That includes bi-weekly live calls, community discussions, and applying what you learn to your firm. This isn’t about more busywork—it’s about having focused time to think, plan, and make stronger decisions for your business.
All group calls are recorded and uploaded to your member portal within 24 hours. You can watch them anytime, and you’re welcome to submit questions in advance so your situation can still be discussed during the session.
If you already serve clients through tax prep, bookkeeping, or financial strategy and want to deepen your confidence and advisory skillset—yes. You don’t need to have it all figured out. You just need to be ready to think more strategically and engage in higher-level conversations about the work you already do.
This isn’t a “how-to” course or a templated system. It’s an ongoing mentorship designed for professionals who already know the work and want deeper support, clarity, and perspective. You’ll get both strategy and conversation—because growth happens through real dialogue, not just checklists.
You’ll have access to our private Slack community, where you can share wins, ask questions, and get feedback. I check in consistently throughout the week, but this is also a space for peer collaboration and shared expertise—so you’re never waiting long for perspective or support.
Life happens. If you need to pause your participation, we’ll work with you to determine the best option for rejoining or picking back up in a future round. The Advisor’s Table™ was built for sustainability—not pressure.
If you’re unsure, that’s exactly what the Strategy Session is for. We’ll talk through where your firm is now, what kind of support you need, and whether this program is truly aligned with your goals. No pressure—just clarity.