Tool library
Every tool is a one-time purchase. Download the files, adapt them to your firm, and use them with as many clients as you like.
The library is coming soon. Open any tool and leave your email to hear when it is ready.
Client worksheets
Coming soonClient Monthly Close Checklist
A one-page checklist your clients follow before they send you their books each month.
$29
Client worksheets
Coming soonNew Client Intake Worksheet
Capture everything you need from a new client before the first engagement: entity types, systems, deadlines, and prior preparer details.
$39
Client worksheets
Coming soonYear-End Document Checklist
A client-facing checklist of every document year-end work needs, organized by entity type.
$29
Client worksheets
Coming soonMonthly Cash Flow Snapshot
A simple client-facing worksheet that turns a month of numbers into a two-minute cash conversation.
$39
Client worksheets
Coming soonAdvisory Discovery Worksheet
Structured questions that surface what a client actually needs beyond compliance, and what they will pay for it.
$49
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.
$49
Email templates
Coming soonFee Increase Announcement Pack
Five templates for announcing higher fees without losing clients, including the difficult-conversation versions.
$29
Email templates
Coming soonUnresponsive Client Follow-Up Pack
Six follow-up emails that get stalled clients moving, from the friendly nudge to the final deadline notice.
$29
Email templates
Coming soonYear-End Request Email Pack
Five emails for year-end season: the first request, the reminder, the extension warning, and the last-call notice.
$29
Firm policies
Coming soonEngagement and Scope Policy Pack
Firm policies that define what an engagement includes, what it does not, and how out-of-scope requests are handled and billed.
$79
Firm policies
Coming soonPayment and Collections Policy Pack
Written payment terms, deposit rules, and a step-by-step collections procedure that runs without drama.
$49
Firm policies
Coming soonClient Data Security Policy Pack
Practical data handling policies for a small firm: access rules, device standards, client communication, and incident response.
$59
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.
$59
Practice tools
Coming soonAdvisory Services Starter Kit
The pieces needed to launch a paid advisory offer at an existing firm: the offer menu, the pricing, the pitch, and the first deliverable templates.
$99
AI skills
Coming soonClient Email Skill for Claude
A Claude skill that drafts client emails in your firm's voice, using your fee, scope, and deadline rules.
$49
AI skills
Coming soonEngagement Scope GPT for ChatGPT
Instructions for a custom GPT that turns intake notes into a client-facing scope summary and a list of open questions.
$49
These are templates, not legal, tax, or insurance advice. Have your attorney review any policy, engagement language, or client agreement before you use it, and check with your insurance carrier that it fits your coverage.