If you’re using Intuit ProConnect and feeling like your firm is running you, this guide is your blueprint to reclaiming time, scaling sustainably, and building a practice that works with you, not against you.

You’ll discover how to:

• Systematize and automate workflows that steal hours from your day

• Build a team (or use global talent) that runs without micromanagement

• Use SmartVault + ProConnect integration to save 10+ minutes per return

• Step away from the firm without worrying about creating delays or bottlenecks

• Create a repeatable client experience that drives retention (and referrals)

You Deserve a Firm That Grows Without Burning You Out

Hustle isn’t a business model. If you’re dreaming of building a tax firm that’s scalable and lets you enjoy a better work-life balance (perhaps a trip without checking email) … this guide’s for you.