Coaching & consulting for tax firm owners

Get the capacity right. Then the clients. Then the fees. Then the processes.

I provide hourly coaching and consulting for tax firm owners—including CPAs, Enrolled Agents (EAs), and other tax pros. We work on capacity, clients, fees, scheduling, and processes so you can control your weekly workload and have a life all year long.

Try the full capacity check Talk to me about your firm

You don’t have to have a tax season.

You can control your weekly workload, work 40 hours or less all year, take vacations, and still run a profitable firm. The goal isn’t to prepare as many returns as possible by April 15. It’s to decide how much work your firm can reasonably complete each week—and schedule the work around that capacity.

The traditional way

Work piles up around filing deadlines, with crunches in spring and fall.

JanFebMarAprMayJunJulAugSepOctNovDec

Long hours and high stress
Little room for vacations
Deadlines control the firm

A better way

A controlled, consistent workload throughout the year.

JanFebMarAprMayJunJulAugSepOctNovDec

Consistent, manageable weekly hours
Work 40 hours or less all year
Take real vacations

LET’S BUILD A TAX PRACTICE THAT WORKS FOR YOU—ALL YEAR.

I've been on your side of the desk.

I'm a CPA. I built and sold my own firm, so the crunch, the client you should have let go three years ago, the fee you've been afraid to raise: I've lived all of it.

Along the way I co-founded SchedulEase and Fix Your Firm. I also co-run The Collaboration Room. I've spent years arguing for the Lifestyle Firm—the idea that a well-run practice doesn't require a season that eats your life.

Now I help firm owners through hourly consultations on the handful of problems that decide whether a firm is worth owning: capacity, the right clients, the right fees, and the right processes—usually in that order.

— Brenda Cannon, CPA

Capacity first. The rest follows.

Raising rates on a book that's already too big just buys you a better-paid crunch. Get your capacity clear first, and the harder calls get easier to make.

First

See your true capacity

Spread tax prep across the whole year and put a real number on how much work your book actually holds.

Then

Right-size the book

Fees and clients get sorted together, handled in stages, and adjusted until the book matches the firm you want.

Finally

Build the processes that hold it

Get practical guidance on workflows and systems that help your team keep work moving predictably.

Does your book fit the year?

Count every return, recurring service, and one-time project. Then compare the full workload with the humane working year you actually want.

Open the full capacity check

Ways to work with me

The right amount of help for where you are.

Get hourly help with your firm’s decisions and tax-prep scheduling, connect with a community of peers, or explore a scheduling tool built for tax preparation.

One focused hour

The Focus Session

Bring one problem, decision, or bottleneck. We'll work through it together and leave you with a clear next move.

60 minutes · $300 · TCR members $250

See The Focus Session

Hourly implementation support

Tax Prep Scheduling Implementation

Hourly support to plan when clients submit tax documents and when completed returns will be delivered, communicate the process to clients, and put your scheduling plan into practice.

$300/hour · $250/hour for TCR members

Explore Tax Prep Scheduling Implementation

Community

The Collaboration Room (TCR)

Want to spend time with forward-thinking accountants and tax professionals who are building better firms? Join us for practical ideas, honest conversations, and a community that understands the work.

Join The Collaboration Room

Tax-prep scheduling

SchedulEase

Already scheduling tax prep, but need a tool that actually fits the work? SchedulEase is the only scheduling tool built specifically for tax preparation.

Check out SchedulEase

Let’s work through your firm’s next challenge.

Get practical help with capacity, clients, pricing, scheduling, or processes—one hour at a time.

Email me