Two-month engagement
The Firm Reset
Hands-on help with capacity, client portfolio analysis, fees, scheduling, and the processes that make the changes stick.
See The Firm ResetCoaching for tax & accounting firm owners
Get the capacity right. Then the clients. Then the fees. Then the processes.
I help firm owners get rid of tax season by controlling their weekly workload and managing capacity—so deadlines stop controlling the firm, and they can have a life all year long.
I've been on your side of the desk.
I'm a CPA. I built and sold my own firm, so the crunch, the client you should have let go three years ago, the fee you've been afraid to raise: I've lived all of it.
Along the way I co-founded SchedulEase and Fix Your Firm. I also co-run The Collaboration Room. I've spent years arguing for the Lifestyle Firm—the idea that a well-run practice doesn't require a season that eats your life.
Now I work directly with firm owners on the handful of problems that decide whether a firm is worth owning: capacity, the right clients, the right fees, and the right processes—usually in that order.
— Brenda Cannon, CPA
Capacity first. The rest follows.
Raising rates on a book that's already too big just buys you a better-paid crunch. Get your capacity clear first, and the harder calls get easier to make.
First
See your true capacity
Spread tax prep across the whole year and put a real number on how much work your book actually holds.
Then
Right-size the book
Fees and clients get sorted together, handled in stages, and adjusted until the book matches the firm you want.
Finally
Build the processes that hold it
We put the workflows and systems in place so the firm keeps its shape—through next year and the one after.
Does your book fit the year?
Count every return, recurring service, and one-time project. Then compare the full workload with the humane working year you actually want.
Ways to work with me
The right amount of help for where you are.
Choose hands-on support, one focused hour, a community of forward-thinking peers, or a better tool for scheduling tax preparation.
One focused hour
The Focus Session
Bring one problem, decision, or bottleneck. We'll work through it together and leave you with a clear next move.
See The Focus SessionCommunity
The Collaboration Room
Want to spend time with forward-thinking accountants and tax professionals who are building better firms? Join us for practical ideas, honest conversations, and a community that understands the work.
Join The Collaboration RoomTax-prep scheduling
SchedulEase
Already scheduling tax prep, but need a tool that actually fits the work? SchedulEase is the only scheduling tool built specifically for tax preparation.
Check out SchedulEase