The Solo & Small Firm Operating Guide for Capacity, Clients, Workflow and Sanity
Tax season doesn't break firms. The way the firm was built breaks during tax season. This is the operating guide I wish someone had handed me before my first January, and my second, and honestly my third.
Twenty practical tools. Zero lectures about "work-life balance" from people who have never seen an extension deadline.
It lands in your inbox, and you can download it right here too.
A copy is on its way to your inbox. Can't wait? Grab it now.
Download the guide (PDF)Built for the firm where the owner is also the reviewer, the IT department, and the person who answers "quick question" texts at 9:47pm.
How much work your firm can actually hold, before the calendar decides for you.
Expectations, deadlines, and the documents that should have arrived in February.
So the work moves because of the system, not because you personally pushed it.
Yours. It's a firm asset. It belongs on the balance sheet.
One guide is a resource. Three is a shelf. Tax is ready now, and two more are in the oven. Tick the box above and you'll get them first.
Let's Talk Shop: TaxThe operating guide for solo and small firms. Get it free
Let's Talk Shop: CASComing soon. Join the waitlist
Let's Talk Shop: AI StrategyComing soon. Join the waitlist
The guide is free forever. When you're ready for more than reading, there are four ways in, from "dip a toe" to "Nicole is standing in your office."
The guide, live, with Q&A and fewer slides than you're bracing for. Part of the Let's Talk Shop series.
Join the waitlistDesign your workflow on paper before you buy or update software. Manual on purpose. Automating a bad process just gets you a faster bad process.
Buy the template packIt's like picking my brain, on steroids. Ninety minutes, one on one, on your capacity, clients and workflow. You leave with a plan you can run before January. You bring the chaos, I bring the questions.
Bought the Template Pack? Your $47 counts toward the call. And yes, it's deductible. You knew that.
Request your callYes, I come to you. I spend time inside your firm designing workflows with your team, so the fix lives in the building and not just in my head.
Request a quoteI'm a CPA, firm owner, speaker, and stand-up comedian, which turns out to be excellent preparation for client meetings. Let's Talk Shop is the stuff I actually use, written for the owners who are too busy running the firm to redesign it.
Free, practical, and written by someone who has filed her own extension at 11:58pm.
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