Tax returns shouldn't cost you your health and time with your family.
You already know your fees are too low and your book is too big. Almost everyone does. We define your real capacity, write the pricing policy, put it live with new clients, transition or release the rest, build the schedule around whoever's left, and get AI doing the parts it's actually good at.
What you actually walk away with.
- Time back
- Money saved through AI that actually got implemented
- “Tax season” out of your vocabulary
- Never a painful season again
- No accounts receivable
- A way to quote new work with confidence
- A plan for annual price increases
- Someone holding you accountable
- Someone cheering when you hit send
- AI protecting your boundaries and supporting your team
One package. Six parts. Every firm needs all of them.
- Capacity & scheduling
- The calendar that shows what next season physically requires, then the redesign: staggered delivery, document deadlines that hold, extensions, real time off.
- Pricing policy
- Payment timing, payment method, scope and inclusions, minimums. Written down, with a 90-day review built in so it never drifts again.
- New-client implementation
- The policy live on everyone coming in the door, so the firm stops recreating the problem while we fix it.
- Existing-book transition
- Segment, reprice, send, and handle the replies. Two ways to do it, both included.
- AI review & build
- Where AI genuinely helps, built and implemented, with your team trained and a data policy in place.
How much of each is customised to your situation and how far along you already are. Nobody skips a part entirely.
The hard part is the transition. Choose how much of it you do.
Both ways are included. Pick the one that fits how you want the fee conversation to go, and switch if you change your mind partway through.
Done with you
We write the letter and the five replies clients actually send back, and rehearse them with you. We're on the call the day you send, and reachable for the 72 hours after while the replies land. You send, in your own name.
Done for you
A billing inbox at your firm that we monitor and answer, so the fee conversation never reaches you. Nobody talks to their doctor about the bill. Capped hours, with its own engagement letter and §7216 consent.
Month by month.
Real capacity established. The number that changes the conversation. Pricing policy drafted.
Policy live on new clients. Book segmented. Letters and replies written and rehearsed.
You send. We're there. Replies handled, then the next batch. Schedule built around who's left.
AI built and your team trained. Results reviewed against what you said you wanted in month one.
Who this is for.
Yes
- Owner-operator, tax-heavy book
- You already know what needs to change
- You've known for a while
- You want the firm to be different, not just easier
Not yet
- You want a tech stack recommendation and nothing else
- You don't think your prices are too low
- Only one partner is bought in
Six months. When it is set: half at signing, the remainder on autopay with a card on file, and no invoicing, because we practise what we sell.
Start with the Capacity CheckNot ready for all of it? Start with one piece and it credits in full toward The Overhaul.
- Capacity Review · $1,500 · your real numbers and next year's calendar
- AI Review · $1,000 · stack review, adoption plan, data policy
- Reply Set · $2,000 · the letter and the five replies, rehearsed
Start with the number. Everything else follows from it.
Run the Capacity CheckFree, ninety seconds, nothing saved. Or if The Cohort, twelve months with five other firms, is the better fit, that's still open.