For accounting and tax firm owners who are tired of carrying the workflow in their heads. In 30 days, we map, build, test, and hand off the core systems your team needs before busy season.
Best fit: you already have clients, software, and a real practice. What is missing is implementation.
Start with a short application so I can understand your firm, your current systems, and what needs to be fixed. If the sprint looks like a fit, you will be invited to schedule a 20-minute conversation.
Start the Tax Season Ready Application →
Three Q4 implementation windows available.
This is implementation support, not another checklist or software recommendation.
We start with the way work actually moves through your firm, then build around the highest-impact bottlenecks. Depending on scope, that can include lead intake and discovery, proposals and onboarding, Scheduled Work and capacity planning, document collection, tax prep handoffs, review, delivery, tax-planning workflow, automations, responsibility mapping, templates, checklists, SOPs, and team rollout.
Scheduled Work helps firms move away from treating every return as active at once. We help define preparation windows around actual team capacity so your staff knows what work is coming, clients have clearer expectations, and the firm can manage throughput without relying on constant triage.
The goal is not a binder full of recommendations. The goal is a system your team can actually use.
I built and operated a CPA firm for more than a decade and ultimately sold it. I had to solve the same problems: lead intake, sales, onboarding, workflow, Scheduled Work and capacity planning, technology adoption, team handoffs, tax planning, owner dependency, and building a business someone else could actually operate.
This work is not theory. It comes from having needed these systems myself.
I am opening only three Q4 implementation spots.
Start with the Tax Season Ready Application. I will use your answers to determine whether the sprint appears to be a fit. Qualified firms will be invited to schedule the 20-minute fit call, where we will discuss your priorities, scope, timing, and next steps.