PTIN-Certified Tax Professional · Henderson, NV
Stop drowning in
paperwork. Start scaling.
Bookkeeping, cleanup, and tax help for Amazon FBA sellers — plus templates and automations for bookkeepers and tax preparers. 100% Google Workspace.
Featured Products
Built by a practitioner, for practitioners
Every template and automation tested on real clients in a real 90+ client practice.
Tax Prep Client Onboarding System
JotForm templates, 4 Zapier automations, email sequences, client tracking, WISP template. Onboard new tax clients in under 10 minutes.
BOS Starter Kit
Business Operating System foundation. Folder structure, BOS tracker spreadsheet, month-end close checklist, and quick start guide.
Tax Prep Client Tracking Spreadsheet
Google Sheets client tracker with status, deadlines, document checklist, and fee tracking. Never lose track of a client again.
100% Google Workspace. Zero software fees.
No Microsoft Office required. Your clients pay nothing extra for tools.
Who We Help
Three audiences, one mission
Amazon FBA Sellers
Forensic cleanup, settlement reconciliation to the cent, and quarterly tax estimates — from a PTIN-certified pro.
Bookkeepers & CPAs
Automate client onboarding, standardize workflows, and scale to 50+ clients without hiring staff.
Tax Preparers
Streamline intake, track documents, and eliminate the manual chase every tax season.
Ready to Automate?
Get the complete system for $197
One-time payment. No subscriptions. 60-day money-back guarantee. Start onboarding clients on autopilot this weekend.
Get the Automation Bundle →