
Takes 15 minutes or less per day
Fix backend bottleneck hiccups before clients show up
Covers systems, compliance, CRM, team, docs, & client comms
No fluff. No software to buy. Just do the task & keep moving
Daily, actionable backend moves to get your tax office organized, automated, and stress-free before the season starts.
Takes 15 minutes or less per day
Fix backend hiccups before clients show up
Covers systems, compliance, CRM, team, docs, & client comms
No fluff. No software to buy. Just do the task & keep moving

No overthinking required

Compliance, Client Experience, & Team Prep

(not overwhelming tutorials)

before the season starts, not during it
You don’t want to repeat the same chaotic tax season as last yearr
You know your backend is messy but don't know where to start
You want to stop chasing docs, passwords, and clients
You want more organization, automation, and control BEFORE January
You’re a tax pro who cares about operations, not just tax prep


I’ve helped hundreds of tax professionals go from “everything is in my head or in a notebook” → to fully automated, compliant, and profitable backend operations.
This countdown is a small way for me to help you build a smoother season — before the chaos hits.

Your organized, stress-free season starts in your inbox now!