Free Playbook

Your old client list is January revenue sitting in a filing cabinet.

Hundreds of past clients have not heard from you since April. Returning clients book with whoever contacts them first. The playbook shows how to put follow-up on a system so that first contact comes from your firm.

The AI-Powered CPA Playbook

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The Dormant Database Problem

January is decided in the fall.

No clean list, no January.

Hundreds of past clients and no clean record of who filed, who extended, and who disappeared. You cannot rebook people you cannot find.

Returning clients book with whoever contacts them first.

If your first touch lands in January, the early filers are already sitting in someone else's office.

Fall rebooking starts in September.

If your list is not clean by Labor Day, this becomes a January scramble again. The window to work the list is now, not December.

You will not have time in December.

You know you should do this. December will not give you the hours. A system that runs the follow-up for you is the only version that survives the season.

Inside the Playbook

The chapters that turn the list into bookings.

Ch 2

The 4 automation layers that eliminate admin noiseIntake, follow-up, status tracking, and client communication. Follow-up is the layer that brings past clients back.

Ch 3

Manual vs. automated: a side-by-side workflowWhat each client touchpoint looks like before and after the system runs it, including the ones you currently skip.

Ch 5

The follow-up sequence that closes without chasingA 5-touch automated sequence. When it fires, what it says, and what triggers the next step.

Ch 6

What a modern CPA back office looks likeThe system components, how they connect, and what the owner's dashboard shows.

The first firm to reach out gets the booking.

The playbook shows how to make sure that firm is yours. Free, 8 chapters, no theory.

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