Learn a practical operating system for one- to four-person tax firm. Define scope, queues and handoffs, set a three-tier pricing ladder and use a quick quality loop to keep work moving fast without sacrificing client care.
Objectives
Upon completion of this session, you will be able to:
Identify the core pieces of a small firm operating system: scope map, intake, service calendar, pricing ladder and a built-in QA loop with safeguards
Connect checklists, queues and handoffs that a one- to four-person team can run in any standard tech stack
Build a three-tier pricing ladder with the middle tier anchored for margins, plus an optional entry tier for pre-S-corp clients
Establish simple metrics for capacity, turnaround and quality to enable the team to scale responsibly with AI and remote team support
