Services
Get the kind of help your firm needs right now.
Hourly coaching and consulting for tax firm owners—including CPAs, Enrolled Agents (EAs), and other tax pros. Get practical help with capacity, clients, pricing, technology, scheduling, and processes, one hour at a time. Book a Focus Session or tax-prep scheduling support. No long-term engagement required. You can also explore The Collaboration Room and SchedulEase below.
The Focus Session
Bring a decision, problem, or bottleneck you want help working through. We’ll use the hour to find a clear direction and practical next steps.
One private 60-minute session
The Collaboration Room (TCR) members: $250/hour
One problem. One focused hour.
Get an experienced second set of eyes on your firm. Book one session, then additional hours as you need them. We focus on what will help your firm now, with the timing shaped around your priorities and the time of year.
- Capacity and workload decisions
- Client portfolio decisions
- Fee and pricing decisions
- Scheduling and workflow bottlenecks
- A clear, practical next-step plan
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.
TCR members: $250/hour
Put your scheduling plan into practice.
We’ll set dates for clients to submit their tax documents and dates for completed returns to be delivered, with preparation planned from February through October. We’ll work through client communication, rollout, and tax projections together. Support is billed hourly.
The Collaboration Room (TCR)
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