Welcome to REFRAME Society

Rebrand yourself as a strategic advisor
Stay ahead of accounting industry trends

Stay ahead of industry trends with masterclasses, resources, and cutting-edge insights.

Shift from compliance work to high-value strategic services

Shift from compliance work to delivering high-value, strategic services.

Connect with like-minded accounting professionals

Connect with like-minded professionals and mentors who understand your journey.

EXPERIENCE TRANSFORMATION

Elevate your skills as a solo firm owner or small team

Interested in learning if REFRAME Society is for you? Schedule a Fit call with Carlos.

SCHEDULE A FIT CALL WITH CARLOS

Who this is for

Built for solo practitioners and small teams. Most members are solo firm owners or lead teams of two to ten, and they include CPAs, bookkeepers, enrolled agents, tax preparers, and small business advisors. If you run your own firm and want to grow it without hiring your way there, this is the room for you.

What REFRAME Society is

A membership community for accounting professionals, co-founded by Carlos M. Garcia, Jr. and Hector Garcia, CPA.

It combines AI education, coaching, and live masterminds covering sales, value pricing, positioning, mindset, communication, and leadership. .

  • TOPICS COVERED:
  • Mindset
  • Sales & Communication
  • Pricing & Positioning
  • Technology & AI
  • Business Processes
  • Leadership
REFRAME Society members in a live online session

The accounting industry is evolving rapidly. To stay relevant and thrive, you need to do more than just adapt—you need to lead the way.

LEARN MORE
REFRAME Society membership

Join the Movement

REFRAME Society provides the tools and network to future-proof your business and your career.

Enjoy the Benefits of our movement and maximize your potential in your personal and professional development.

Join the society
  • Exclusive Content
  • Monthly Live Sessions
  • Business Toolkits
  • Networking Opportunities
  • Monthly Masterminds
  • 1:1 Business Coaching (optional)
  • Certification Programs (optional)
  • Monthly AI Academy (NEW!)
Carlos M. Garcia, Jr. and Hector Garcia, CPA, co-founders of REFRAME Society
Join the Community

Sign up and gain instant access to a library of resources and our vibrant online forum. Connect with Like minded professionals and experience learning and doing together.

Engage and learn

Participate in live sessions, workshops, and discussions. Have a resource center to help you access tools and a safe space to practice skills you can leverage to grow.

transform your practice

Implement actionable insights to grow your revenue, impact, and professional satisfaction.

rebrand the profession

Be part of a movement to redefine what it means to be an accounting professional—shifting from compliance work to being recognized as a strategic advisor and business leader.

Building scalable systems in an accounting firm

How REFRAME Society works

Our community operates entirely virtually, making it easy to connect, learn, and grow from anywhere in the world.

REFRAME Society members meeting virtually
Ready to join the Movement?

Become part of REFRAME Society and take the first step toward becoming the accountant your clients can't live without.

Join The Society
Pricing with confidence

Example topics: AI, pricing, positioning and communication

Work to master how to level up your business by exploring these topics more in depth with like-minded practitioners.

Pricing with Confidence topic
Pricing with Confidence

Master value-based pricing strategies that align with your expertise and the unique needs of your clients, enabling you to command premium fees while delivering exceptional results.

Positioning for Success topic
Positioning for Success

Learn how to position your firm as the go-to advisor in your niche, standing out in a crowded marketplace by showcasing your unique value proposition and thought leadership.

Communication that Influences topic
Communication that Influences

Develop the skills to navigate difficult client conversations, articulate your value effectively, and foster stronger relationships through clear, persuasive, and empathetic communication.

Building Scalable Systems topic
Building Scalable Systems

Create efficient workflows and leverage technology to optimize your operations, freeing up time to focus on strategic growth and higher-value services for your clients.

Session insights from REFRAME Society

REFRAME session insight on the CLEAR Framework

CLEAR Framework

REFRAME session insight on stress and scope

Stress & Scope

REFRAME session insight on the future of accounting

The Future of Accounting

REFRAME session insight on building confidence

Building Confidence

Carlos M. Garcia, Jr., co-founder of REFRAME Society

Hi, I'm Carlos M. Garcia, Jr.

and I’m proud to be your guide in this journey. For over 15 years, I’ve had the privilege of coaching and supporting financial professionals to grow their skills, their businesses, and their confidence.

Together with Hector Garcia, CPA, I co-founded REFRAME Society with one bold vision: to rebrand the accounting profession as the most innovative, creative and transformative of all professions.

REFRAME Society is more than a community. It is a mission to elevate accountants as strategic thinkers and trusted advisors, helping them unlock new opportunities for themselves and their clients. Whether you are looking to sharpen your skills, connect with like-minded professionals, or redefine your career, you are in the right place.

Thank you for visiting, and I hope you’ll join us in this exciting journey to transform the future of our profession.

Here’s to building something extraordinary together!

Membership pricing

AI Academy

$75/month or $750/year

Learn how to build with AI tools. Monthly live workshops with
Hector Garcia, CPA,


100 hours of content on pricing, communication and business.
‍

JOIN AI ACADEMY

Mastermind

$1,000 per semester

Renews every 6 months. Includes AI Academy plus monthly masterminds and quarterly AMAs with Hector Garcia, CPA.

10 hour Pricing Course ($1000 value)
10 hour Sales Course ($500 Value)
‍

JOIN THE MASTERMIND

Lead

By application
only

Includes 1:1 coaching and the opportunity to step into a leadership role within the community, build your thought leadership and grow your personal brand.

Work w/ Carlos and Hector at a deeper level

APPLY FOR LEAD

faq

The most common questions

Who can join REFRAME Society?
What is the commitment to join?
How often do REFRAME Society Members meet Live?
What are the benefits of joining REFRAME Society?
What is a mastermind group, and how does it work?
What is the Community Portal for?
How does membership help me grow my accounting practice?
What if I'm not sure if REFRAME Society is for me?
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