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.
01
Client Strategy
Improve fit and profitability
02
Smarter Tech
Evaluate tools by value
03
Better Sales
Consult instead of convince
04
Data to Revenue
Find hidden opportunity
Practice Growth Friction
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.
01
The client who drains your team
You have at least one client who costs you more in stress than they’re worth in revenue.
02
Technology you're barely using
You’ve bought tools but aren’t sure which ones are actually improving your practice.
03
Discovery calls that feel like pitches
You find yourself convincing prospects instead of diagnosing whether they’re actually the right fit.
04
Client data sitting untapped
You have years of valuable information without a clear system for turning it into advisory opportunities.
Practice Growth Friction
Five strategies.
Built to be used.
Practical frameworks around the decisions tax professionals make every day — clients, technology, acquisition, sales, and data.
01
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.
02
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.
03
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.
04
Sales
Consult, Don't Convince
Turn discovery calls into advisory conversations where you diagnose problems, uncover opportunities, and determine fit.
05
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
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.
Practice Growth Education Series
This is just Pillar 1.
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.
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.
Free Digital Issue
Smarter.
strategies.
Stronger practice.
Get your free copy of Build a Better Business and start with five practical ways to improve the business behind your tax practice.
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