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Digital products for your practice
Templates, automations, and systems. All Google Workspace compatible. No monthly fees.
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.
Tax Prep Email Templates
Professional email templates for every stage of the tax prep client relationship. Copy, paste, customize, send.
FBA Reimbursement Calculator
Calculate exactly what Amazon owes you in lost, damaged, or destroyed FBA inventory. Built for sellers and bookkeepers who need to file accurate reimbursement claims.
Bookkeeper Capacity Calculator
Find your real client ceiling in 60 seconds. Models hours per client, hours per week, and target revenue to expose the capacity wall most bookkeepers hit at 12-15 clients.
Quarterly Estimated Tax Calculator
Hand to clients to estimate Q1-Q4 federal estimated taxes. Reduces 'how much do I owe?' emails from self-employed clients during tax season.
Monthly Close Checklist Calculator
Time-budgets each step of the monthly close cycle. Useful for staff capacity planning and identifying bottlenecks in your close process.
Solo CPA Client Capacity Calculator
Models compliance vs advisory revenue mix, tax-season hour spikes, and attest practice constraints. Dual capacity ceilings expose the bottleneck most calculators hide.