Build a firm
that fits
your life.

Better workflow. Clearer capacity. The right client relationships, at the right prices.

We show you what needs to change, and help you put the plan into practice.

Start your review Try the free Capacity Check

Led by CPAs. Grounded in your numbers.
Built for the season you actually want.

A clear plan. Built around your firm.

Review

Harbor Pine Tax & Advisory

Your firm.
With room to breathe.

Findings and a recommended order of action

300client relationships

4people, including seasonal

The starting point

Reduce the owner bottleneck.

A sustainable calendar starts with clearer handoffs and a realistic review workload.

01Simplify the workflow

02Model sustainable capacity

03Review pricing & client fit

Illustrative preview. Fictional firm.01 / 03

Recommendations first. Every consequential change is yours to approve.

Three questions.
In the right order.

When everything feels urgent, start underneath it.
Each answer gives the next decision a firmer foundation.

Production. How should the work get done?

Find the unnecessary steps, missed handoffs, and technology that could give your team time back.

Capacity. What can your firm sustain?

Build a realistic picture of the work your team can carry, within the hours you want to work.

Pricing and clients. What belongs in that capacity?

Review each client relationship against the work involved, the fee, and the firm you want to build.

A clear plan.
A confident next step.

A practical review of your firm, translated into decisions you can actually make.

You leave with a written report, modeled options, and a recommended order of action. The report is yours, whether you hire us again or put it to work yourself.

Explore The Review

What you walk away with

A diagnosis you can use

Where workflow, technology, capacity, and pricing are working against each other.

Clear client recommendations

A review of client relationships, scope, and fees, with the decisions left to you.

Options, with the tradeoffs visible

Compare possible changes to owner hours, revenue, and workload before you act.

An order of action

What to do first, what follows, and an optional Implementation scope and quote.

You choose the direction.We help make it happen.

When you want help executing the plan, we work in your systems to put approved changes into practice, stabilize the work, and measure what changed.

Scoped from your review. Quoted for the work your firm needs.

See how Implementation works

CPAs who've been in your chair.

Experience running firms. Perspective on what to change. Practical help doing the work.

Rebecca Driscoll

CPA

Pricing & client strategy

Brenda Cannon

CPA

Capacity & scheduling

Melinda May

CPA

Operations & sustainable practice

Charlie Barmore

CPA, CFE, CVA

Technology & AI

Make room for
what comes next.

Start with a clear picture of your firm, and a plan for the one you want.