Rally Rounds Mastermind Groups

What Rally Rounds Mastermind Groups does

Rally Rounds Mastermind Groups is a private, U.S.-based, for-profit services company founded in 2018 as a joint venture between Katie Tolin and Bonnie Buol Ruszczyk, two former in-house marketers who now run their own consulting practices (CPA Growth Guides and BBR Companies LLC, respectively). The company operates structured peer mastermind groups exclusively for professionals in the accounting industry, organizing vetted cohorts of 6-8 members who meet monthly via 90-minute video conferences, supplemented by a password-protected online portal hosting discussion boards, file sharing, and a growing resource library. Four distinct application tracks address different buyer personas within accounting firms: Marketing Professionals (Solo Marketer, Marketing Manager, Marketing Director, Marketing Coordinator, New Marketer), CPAs/Consultants with business-development responsibilities, Marketing Partners, and Firm Owners.

The product is deliberately low-tech: the offering is the facilitation methodology, the cohort composition, and the access to two highly credentialed facilitators, rather than any proprietary technology platform. Revenue is generated through a tiered annual subscription model with three pricing options (Option 1 base membership, Option 2 with quarterly facilitator consulting, Option 3 with monthly facilitator consulting), typically billed annually or quarterly with a 10% prepayment discount. Members commit to a minimum 12-month term. Go-to-market relies on inbound applications, peer referrals, member testimonials, and the founders' reputation in the accounting marketing community, supplemented by informal in-person meetups at industry events such as the ENGAGE conference. The customer base is entirely U.S. accounting firms, ranging from solo/small practices to enterprise players such as DHG and Schneider Downs, with the majority of named accounts in the mid-market segment.

Name

Rally Rounds Mastermind Groups

Legal name

Rally Rounds

Website

https://rallyrounds.com

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

1–10 employees

Short description

Rally Rounds Mastermind Groups is a U.S.-based private company founded in 2018 that operates vetted, peer-led mastermind cohorts of 6-8 accounting professionals, delivering monthly facilitated video sessions and an online community portal on a subscription basis across marketing, CPA, partner, and firm-owner personas.

Ownership category

akta.pro rank

Product category

Professional Development Services

SIC

Services-Membership Organizations (8600)

akta.pro primary industry

Writing Critique Groups & Peer Workshops (EDAMAMAJ)

Keywords

• Accounting mastermind groups
• Peer advisory services
• Accounting marketing groups
• Professional mastermind facilitation
• Accounting firm growth advisory

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D

Revenue model

1. Mastermind Group Membership: Monthly membership providing access to 90-minute video conference sessions, a password-protected discussion board, and a file sharing member-only site with a growing library of resources. Minimum 12-month commitment required.
2. Consulting Add-on (Quarterly): Option 2 adds one hour of consulting per quarter with Katie or Bonnie to the base membership package.
3. Consulting Add-on (Monthly): Option 3 adds 30 minutes of consulting per month, scheduled regularly with Katie or Bonnie, to the base membership package.

Pricing tiers

Go-to-market motion1 record

Distribution channels3 records

Marketing channels5 records

Core offering

Rally Rounds operates structured mastermind groups for accounting professionals, each composed of 6-8 vetted peers who meet monthly via 90-minute video conferences facilitated by co-founders Katie Tolin and Bonnie Buol Ruszczyk. Members receive access to a password-protected discussion board, file sharing site, and a growing resource library, with a minimum 12-month commitment. Three subscription tiers are offered: base membership, base plus quarterly consulting, and base plus monthly consulting.

Product overview

Rally Rounds is a platform offering structured mastermind groups for accounting professionals. The core offering consists of peer-led mastermind groups of 6-8 professionals meeting monthly via 90-minute video conferences, facilitated by Katie Tolin and Bonnie Buol Ruszczyk. The platform operates on a tiered membership model with three consulting add-on options (Option 1: base membership; Option 2: adds quarterly consulting; Option 3: adds monthly consulting). Separate application tracks exist for Marketing Professionals, CPA/Consultants, Marketing Partners, and Firm Owners. Members also receive access to a password-protected discussion board, file sharing, and a resource library.

Differentiator

Problem solved

Functional benefit

Products and services

• Rally Rounds Mastermind Groups Peer-led mastermind groups for accounting professionals offering education, accountability, brainstorming, and support through structured monthly video sessions and an online member community. Groups are composed of 6-8 vetted peers.
• Option 1 - Base Membership (Monthly Video Call + Discussion Board) Base membership tier including 90-minute monthly video conference sessions with 6-8 vetted peers, plus access to a password-protected discussion board and resource library. Minimum 12-month commitment.
• Option 2 - Quarterly Consulting Add-on Base membership plus one hour of consulting per quarter with facilitators Katie Tolin or Bonnie Buol Ruszczyk. Subscription recurring.
• Option 3 - Monthly Consulting Add-on Base membership plus 30 minutes of consulting per month, scheduled regularly with facilitators Katie Tolin or Bonnie Buol Ruszczyk. Subscription recurring.

Quantifiable outcome

• Members report increased effectiveness and smarter problem-solving at their firms
• +2 more outcomes

Named customers17 records

Segments8 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Scale indicators2 records

Recent moves5 records

Expansion highlights4 records

Direct peers

• ACTION Coach: One of the largest business-coaching franchises globally, with monthly group coaching and accountability sessions paid for by SMB owners. ACTION Coach's subscription-based group-coaching model is structurally aligned with Rally Rounds' recurring mastermind revenue design.
• TAB (The Alternative Board): Franchised peer advisory board company serving SMB owners with monthly facilitated peer boards, proprietary tools, and a member-fee model. TAB is the closest SMB-owner targeted analogue to Rally Rounds' firm-owner mastermind track.
• Entrepreneurs' Organization (EO): Global membership organization that organizes founders into closed peer-learning forums, events, and resource libraries on a recurring-fee basis. EO's forum-and-acceleration structure mirrors Rally Rounds' vetted, recurring, peer-group approach, differing mainly in target persona (broad founders vs. accounting professionals).
• YPO (Young Presidents' Organization): Premier peer network for CEOs and company presidents built around paid-forum membership, member-only resources, and structured peer exchange. YPO's recurring paid-membership peer-group model is structurally identical to Rally Rounds' subscription mastermind design.
• Vistage: The world's largest executive peer-advisory and coaching membership organization, operating paid member groups facilitated by trained chairs across industries. Rally Rounds is the same fundamental model — vetted paid membership, monthly facilitated peer groups, recurring subscription — narrowed to the accounting profession.
• Strategic Coach: Founder-led coaching program for entrepreneurs built around recurring group workshops, structured exercises, and a tiered paid membership. Strategic Coach is a close analogue in delivery format (recurring group facilitation, paid tiers) even though it is a single-company program rather than a multi-facilitator network.
• The Growth Coach: Franchised business-coaching network focused on SMBs, with group coaching and accountability sessions sold on a recurring basis. Comparable to Rally Rounds in the combination of facilitated group sessions, recurring billing, and small-segment targeting.
• Carson Group: Coaching, community, and peer-program platform built specifically for financial advisors. Carson Group's professional-services peer/coaching architecture is the closest niche-vertical analogue to Rally Rounds' profession-specific, in-firm facilitation model.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks6 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/rally-rounds-mastermind-groups

Revenue estimate

Valuation estimate

Number of profiles

Profiles2 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Rally Rounds Mastermind Groups