Services
Get the kind of help your firm needs right now.
Some problems need a focused hour. Others need hands-on support, a community of forward-thinking peers, or a scheduling tool built for tax prep. Choose the option that fits where your firm is right now.
The Firm Reset
Hands-on support for a firm that needs more than advice. We right-size the workload, complete a client portfolio analysis, make the fee decisions, and build the systems that hold the changes.
TCR members: $5,300
For two months, I'm in it with you.
This isn't a course, and I'm not handing you a list of things to figure out alone. We make the changes together.
- Weekly private 1:1 sessions
- Capacity and workload plan
- Client portfolio analysis
- Fee and pricing decisions
- Your scheduling setup built with you
- Accountability and implementation between meetings
Limited to 4 firms per year · Mid-October through mid-December
Talk to me about The Firm ResetThe Focus Session
Bring the one decision, problem, or bottleneck that keeps circling in your head. We'll use the hour to get clear, make the call, and identify your next move.
One private 60-minute session
TCR members: $250
One problem. One focused hour.
A Focus Session is a good fit when you need an experienced second set of eyes—not a long engagement.
- Capacity and workload decisions
- Client portfolio decisions
- Fee and pricing decisions
- Scheduling and workflow bottlenecks
- A clear, practical next-step plan
Online scheduling and payment will be available soon.
The Collaboration Room
Want to spend time with forward-thinking accountants and tax professionals who are building better firms? The Collaboration Room is a place for practical ideas, honest conversations, and a community that understands the work.
A room full of people who get it.
Connect with accountants and tax professionals who are asking better questions, sharing what works, and helping one another move their firms forward.
Join The Collaboration RoomSchedulEase
Already scheduling tax prep, but need a tool that actually fits the work? SchedulEase is the only scheduling tool built specifically for tax preparation.
Scheduling built around tax prep.
Give your firm a clearer way to schedule tax preparation with a tool designed for the realities of the work.
Check out SchedulEaseNot sure which direction fits?
Email me with a sentence or two about what's going on. I'll tell you honestly which of these options makes the most sense for your firm.
Email me