Accountants
Playbooks for CPAs and accounting firms.
Tactical, opinionated writing on inbox triage, lead response, client updates, and follow-through — calibrated to how CPAs and accounting firms actually work.
May 16, 2026
How to respond to new tax-client inquiries in under 5 minutes (without quoting a fee)
Prospective tax clients reach out when they're stressed — IRS notice, missed deadline, new entity, switching firms. A fast, structured first reply wins the engagement before the next CPA gets to them.
May 14, 2026
Chasing clients for tax documents without sounding like a debt collector
Every CPA loses billable hours chasing W-2s, 1099s, signed 8879s, and QuickBooks access. Here is a 4-stage chase cadence that gets documents in faster and keeps the relationship intact.
May 12, 2026
When a client forwards an IRS CP2000 notice — the 24-hour playbook
The forwarded IRS notice is a high-stakes inbox event. Most engagements are won or lost in the first 24 hours of how the CPA responds. Here is the operational playbook.
May 9, 2026
The monthly bookkeeping update that turns one-off engagements into retainers
Business clients don't churn because the work was bad. They churn because they don't feel the work happening. A one-page monthly update fixes that — here is the format.
May 7, 2026
Inbox triage for tax season: the 5-category system that gets you out of email by 10am
Most CPAs spend 90 minutes a day on email during tax season. A simple 5-category triage system cuts that to 20 minutes and surfaces the urgent items immediately.
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