Everything Between You and Your Next Billable Hour — Eliminated.
Spreadsheets, tax-code briefs, and CPE that bill back to your clients in the same week you download them. No filler. No fluff. Just the filing cabinet you wish you'd had on day one.
Excel Model
Bank Reconciliation
Auto-match · 3 bank formats
CPE Brief
IRC §199A Update
Feb 2026 · 2 CPE Credits
Workflow PDF
Engagement Letter Kit
14 templates · Word + PDF
Every Row Is a Specific,
Named Deliverable.
Calculate the ROI before your thumb reaches the button. One engagement letter kit pays for twelve months of Pro.
| Deliverable | |||
|---|---|---|---|
| Templates | |||
Bank Reconciliation Excel Model (3 formats) | |||
Depreciation Schedule (MACRS + Bonus) | Basic | ||
Engagement Letter Kit (14 variants) | |||
Month-End Close Checklist (GAAP) | |||
Client Onboarding Packet (Word + PDF) | |||
Tax Projection Workbook (Indiv. + Corp.) | |||
| CPE | |||
Monthly Tax-Code Update Brief (IRS + State) | |||
Live CPE Webinar Seats (2 credits/mo) | 1/quarter | Unlimited | |
On-Demand CPE Video Library (80+ hrs) | |||
NASBA-Approved CPE Certificates | |||
| Workflows | |||
QuickBooks / Xero Workflow Guides | |||
Staff Training Decks (10 modules) | |||
Audit-Prep Checklist (GAAS-aligned) | |||
| Community | |||
Peer-Review Forum Access | |||
Priority Slack Channel (staff + partners) | |||
Monthly Q&A with Enrolled Agents | |||
| Support | |||
New Template Releases (avg. 6/mo) | |||
Custom Template Requests | |||
All plans include a 14-day money-back guarantee. No questions asked.
Unlock the Full LibraryThe Exact Template That
Paid for the Membership.
Three practitioners. Three specific deliverables. Three engagements that covered the annual cost in a single week.
"The IRC §199A update brief saved me four hours of research on a single S-corp client. That's $600 of billable work recovered in the first week."
"I handed the engagement letter kit to a new associate on Monday. By Friday she had three client files set up correctly. That's the staff training deck working."
"Coming out of Big 4, I expected to rebuild everything from scratch. The bank rec model and month-end close checklist were exactly what I used in audit — just already built."
Three Models. Zero Filler.
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Bank Reconciliation Workbook
Handles three bank formats with auto-match logic. Used by 2,400+ practitioners.
Depreciation Schedule (MACRS)
Full MACRS + Section 179 + Bonus depreciation for up to 50 assets.
Engagement Letter Template
Attorney-reviewed, state-agnostic. Editable Word doc with signature block.
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