For accounting firms
Practical tools for accounting firms.
Client worksheets, email templates, firm policies, and AI skills for accounting firms, plus 1:1 coaching for owners. The tool library opens soon.
Featured tools
View all 16 toolsClient worksheets
Coming soonClient Monthly Close Checklist
A one-page checklist your clients follow before they send you their books each month.
$29PDF, fillable PDF, and cover email
Email templates
Coming soonClient Onboarding Email Sequence
Seven ready-to-send emails that take a new client from signed letter to first deliverable without you writing from scratch each time.
$497 email templates in Word and plain text
Practice tools
Coming soonCapacity and Pricing Calculator
A spreadsheet that shows what each client actually costs in hours, what to charge next cycle, and when the team is full.
$59Excel and Google Sheets workbook
What is in the library
Client worksheets
Intake forms, close checklists, and year-end lists your clients fill in, so work arrives complete.
Email templates
Onboarding sequences, fee increase announcements, and follow-ups that get stalled clients moving.
Firm policies
Written scope, payment, and data security policies that stop scope creep and collections drama.
Practice tools
Pricing calculators and starter kits for launching advisory services at your firm.
AI skills
Claude skills and ChatGPT GPTs that draft client emails and scope summaries using your firm's rules.
1:1 coaching for firm owners
8-week sprints for you and your ops or admin implementer, with a plan built for your firm. Openings in summer and fall only.