CURRENT FOCUS · CPA FIRMS
A clearer starting point for tax season 2027.
Client intake
What do clients need to provide, where do they begin, and who owns the next step?
Document collection
How are requests, missing items and follow-ups tracked without losing visibility?
The same workflow-first approach can also support other professional services businesses.
Client intake and document collection are a practical place to begin.
I’m focusing on small and midsize CPA firms preparing for the 2027 tax season—examining the work that happens before preparation begins, from the first request to the point when information is ready for the next person.
Readiness & handoffs
How does the team know what is complete, what needs attention and what can move forward?