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Technical Tax Support for CPA & EA Firms!

"kanban" - A project management tool designed to help visualize work, limit work-in-progress, and maximize efficiency (or flow)."

What makes us different?

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  1. We audit your Firm, Team, and Processes, and Triage our Findings

  2. We spot your Bottlenecks, Inefficiencies, and Areas for Immediate Improvement

  3. We Strategize with your team on Long-Term Systems and Process-Driven Solutions

  4. 12+ Years of Experience in CPA Firms

 

The 4 Areas of our Kanban review & focus model:

 

  1. Capacity & Resource Management

  2. Technology & Infrastructure

  3. Strategy & Communications

  4. Complex Reviews, Returns & Research

Start a Business!

Scale an
Accounting Firm!

About You.

You run a Solo CPA, EA firm, boutique accounting firms, and or growing practice that needs a senior-level tax
expertise without adding permanent payroll! You need someone who requires no training, can jump right in, can handle the complexities that come with clients, IRS Letters, and deadlines but doesn't require a full-time commitment. 

About Us.

All we do is taxes. We can onboard clients, handle sales calls, implement software, train new team members, review returns, handle IRS/State overflow issues, and everything in between. If there's a fire in the world of tax/accounting, we've seen it and managed it. We are highly communicative, professional and committed to providing your clients the best experience!

Computer with Graph

Meet your Fractional Tax Dept.

Stephanie J. Heredia

  • Bachelor of Science, Accounting I University of Tampa

  • Master of Accountancy I University of South Florida

  • 12+ years working in Accounting + Operations at CPA Firms

  • 12+ years scaling up Start-Ups (HealthCare, E-Commerce, Private Equity, Real Estate, etc.)

  • 7+ years hiring, training and managing US & International Teams of 25+ people (in-person and remote)

  • 5+ years scaling a CPA Firm (in-house) from $800k in total revenue to $5M + (Via entering new revenue markets, revamping the hiring program/employee onboarding, and restructuring overall service delivery, quality, and pricing)

  • Exceptional at sales, onboarding and client experience

  • Huge network of niche experts in case anything comes across our desk that needs a specialist

  • No training required!

Outsourced COO

Relentlessly Resourceful.
Driving Accounting Firms Forward.

Growing an Accounting Firm can be frankly chaotic. If you're the CEO, your team is always relying on you to bring in the sales, manage the hard client communications, continuously drive the firm forward, provide an evolving and inclusive culture, and on top of that, they rely on you to make sure the firm is operationally healthy and as efficient as possible. Phew! That's no small feat. The role of an Accounting Firm owner can be one of many hats, but that's why outsourcing your Fractional Tax Role can be a win-win.

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You drive profits while we drive performance.

Outsourced COO

Capacity &
Resource Management

Review of Resources and Processes used by your firm in the following focus areas:

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  1. Sales Cycle (from prospective client call through the signed proposal)

  2. Client Onboarding (from the initial onboarding call through the team handoff/introduction)

  3. Employee Onboarding (review of resources, timeline, communication, and expectation setting with new employees)

  4. Capacity Planning (firmwide & departmental level)

  5. Internal Bottlenecks Analysis

Outsourced COO

Technology & Infrastructure

Review of your Firms Tech Stack(s):

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  1. CRM/Sales Systems System (i.e. Hubspot, SalesForce, etc.)

  2. Communications & Security Systems

  3. Proposal, Pricing and Engagement Letter System(s) & Template(s)

  4. Internal Project Management System, Implementation and Bottlenecks Review

  5. Internal IT, Accounting, Tax, Compliance, & Technical Software System(s)

  6. Password and File Management Systems

Outsourced COO

Strategy & Communications

  1. Review of Documented Internal Processes

  2. Review of Documented Technical Processes

  3. Review of Quality Assurance Processes by Department (i.e. Tax & Accounting)

  4. Review of prior Monthly/Quarterly Staff Meeting Notes, Mentioned Action Items, & Follow-Up by Firm/Team Members on such Action Items

  5. Review Firm(s)/Department(s)/Employee(s) core competencies and compare to current Firm Growth Strategy

Outsourced COO

Financials &
Growth

  1. Review Firm KPIs (by department or by revenue source)

  2. Review Revenue Drivers (by department or by revenue source)

  3. Analyze the market, competitors, trends, and benchmarks in the industry to identify business opportunities and potential threats

  4. Review Firm(s)/Employee(s) core competencies and compare to the current growth strategy

  5. Review 0-1, 2-3, 3-5 year growth plan(s) (mission, vision, values, revenue/expansion goals, etc.)

Outsourced COO
Services

How Do We Make Your Teams Life Easier? 

Encourage Team Communication & Collaboration

Search & Implement Time Saving Systems

Create Solutions for Bottlenecks & Inefficiencies

Review and Update Outdated Processes

Fractional Tax Packages

1

Hourly Consulting

  • Free 30-Minute Initial Consultation

  • $200 Hourly Rate

2

Fractional Tax Services

  • 1 Hour Initial Consultation

  • Includes Core Services
    • Complex individual, S corporation, partnership, and corporate return review
    • Technical tax research with written memorandums
    • White-label tax planning and projections
    • IRS & state notice responses, penalty abatement, installment agreements
    • Entity structure and S corporation planning
    • Multi-state tax issues and nexus guidance
    • Depreciation, basis, elections, and specialized tax issues
    • CCH Axcess workflow and implementation consulting
    • Staff mentoring and technical training
    • Busy-season overflow support

3

Staff Training  Services

  • 1 Hour Initial Consultation

  • Review of 4 out 4 Focus Areas:

    • 1- Technology & Infrastructure

    • 2 - Capacity & Resource Management

    • 3 - Strategy & Communications

    • 4 - Financials &             Growth

  • Meeting with new hires to go over objectives, mock returns, prior experiences, goals for the role, etc.

  • Systems training(s) (CRM, Tax, Etc. with Mock Trials)

  • Sales training(s) (if applicable to their role)

  • Return preparation training with thorough review notes and analysis to promote deeper understanding from staff

  • Walk through of more complex clients/returns to help knowledge gaps

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