FREE — Your Guide to Building a Better Practice

You don't have a client problem.
You have a
systems problem

Build a Better Business is a free guide with five practical strategies for growing a more profitable, less exhausting tax practice.

Instant download. No spam, unsubscribe anytime.

Client Strategy

Improve fit and profitability

Smarter Tech

Evaluate tools by value

Better Sales

Consult instead of convince

Data to Revenue

Find hidden opportunity

Busy doesn't always mean better.

If growth still depends on you carrying every client, tool, conversation, and opportunity in your head, the problem is probably structural.

The client who drains your team

You have at least one client who costs you more in stress than they’re worth in revenue.

Technology you're barely using

You’ve bought tools but aren’t sure which ones are actually improving your practice.

Discovery calls that feel like pitches

You find yourself convincing prospects instead of diagnosing whether they’re actually the right fit.

Client data sitting untapped

You have years of valuable information without a clear system for turning it into advisory opportunities.

Five strategies.
Built to be used.

Practical frameworks around the decisions tax professionals make every day — clients, technology, acquisition, sales, and data.

Clients

Grade Your Client List

Use a simple A-through-D framework to evaluate clients based on profitability, fit, and the impact they have on you and your team.

Technology

You Don't Need a Bigger Stack. You Need a Better Portfolio.

Stop treating technology like a shopping list. Evaluate each tool based on the value it actually delivers.

Acquisition

How to Build a Better Client List

Attract and identify right-fit clients from the beginning instead of continuously fixing bad-fit relationships later.

Sales

Consult, Don't Convince

Turn discovery calls into advisory conversations where you diagnose problems, uncover opportunities, and determine fit.

Data

Data-Driven Sales for Accountants

Use client information you already have to spot additional services, advisory conversations, and revenue opportunities.

A Framework From the Guide

What if you looked at your clients differently?

Revenue alone doesn’t tell you whether someone is a great client. Profitability, fit, responsiveness, scope, and the impact on your team matter too.

A

Best Fit

Profitable + easy to work with

B

Good Fit

Profitable with manageable friction

C

Needs Attention

Questionable profitability or fit

D

Draining

High effort + low return

That’s just one of the practical frameworks you’ll find inside Build a Better Business.

Free Digital Issue

Practical ideas.
Stronger practice.

From evaluating your current client roster to improving your technology decisions and sales conversations, every section is designed around action you can actually take.

5 Articles

Focused practice-growth topics

Practical

Framework-led education

Free

Delivered digitally

Practice Growth Series · Pillar 01

Build a Better Business

Think Outside the Tax Box

Contributor Expertise

Insights from practitioners
who've done the work.

Real-world perspective from tax, technology, advisory, compliance, and practice-growth professionals.

EA

Timalyn Bowens

Enrolled Agent licensed through the Internal Revenue Service and owner of Bowens Tax Solutions. She has been praised for her ability to teach as she works by her clients and for being knowledgeable, patient, and reliable by her peers and mentees.

EA · CTRS · CRETS · NTPI Fellow

Joshua Youngblood

Works across tax, technology, cybersecurity, compliance, digital assets, and automation for tax professionals.

CPA · CGMA

Marie Torossian

Former CFO and creator of the VALUEATION-MT® framework for helping owners build more profitable, valuable companies.

This is just Pillar 1.

Practice Growth Education Series

Opt in once and Pillars 2 through 4 will come to your inbox automatically as they’re released throughout the year.

01 Build a Better Business

02 Keeping Up with the Courts

03 Tax Pros to the Rescue

04 Top Tax Secrets Hiding in Plain Sight

Think Outside the Tax Box

Take the next step in your tax practice.

Build a Better Business is a sample of the practical education subscribers receive — including new strategies every two weeks, live educational webinars, and CE credit for qualifying professionals.

Social Proof

What tax professionals
are saying.

“My hats off to the team for coming out with this newsletter. It is perfect and well written. The ideas I get from reading it will easily save my clients thousands in tax dollars!”

“TOTTB news is my current go-to tax pro education material that should be reviewed regularly”

“Helped work through the math to answer "Is the Residential Clean Energy Credit Worth It?" and comes up with a pretty good answer”

“Great topics that are extremely misunderstood/abused in the SMB world.”

FAQ

Questions before
you download?

Is Build a Better Business really free?

Yes. There’s no credit card required. Enter your name and email and we’ll send you the digital issue.

What format will I receive?

A downloadable digital issue delivered to your inbox.

I'm a solo practitioner. Is this still relevant?

Yes. The strategies are intended for firms of different sizes, including solo practitioners and small practices.

Will I receive emails after downloading it?

Yes. You’ll receive a small number of follow-up emails with additional educational value and information about Think Outside the Tax Box. You can unsubscribe anytime.

What is the Practice Growth Series?

Build a Better Business is Pillar 1 of a four-part education series. Once you opt in, the remaining pillars will be sent automatically as they’re released.