Plan your Whole Year in Just One Hour.
The 12-month operating roadmap for accounting firm owners who are done reacting to tax season, and ready to actually design their year ahead of time
📆 Instant Access When Registering
⏱️ FREE 60 Minute Session + 12 Month Planning Prompt & Guide
🖥️ Replay Available
SOUND FAMILIAR?
You Survived Another tax season.
But nothing actually changed.
You came out the other side exhausted, and if you're honest, next year is setting up to look exactly the same.
YOU'RE STILL THE BOTTLENECK
Everything runs through you. Your team can't move without you, and you're not sure how to change that.
YOU'RE RUNNING ON MEMORY, NOT SYSTEMS
The processes are in your head. Your team is great but they can't run without you there.
YOUR TAXDOME IS UNDER UTILIZED
You have the tool. But it's not doing the heavy lifting it should. You're still chasing docs and managing chaos manually.
YOU DON'T HAVE A REAL PLAN FOR THE YEAR
You have deadlines. You react to them. The year just... happens. And then it's tax season again.
WHAT YOU'LL WALK AWAY WITH
Leave with a real plan.
Not just good intentions.
This isn't a motivational talk. It's a working session. By the end, you'll have a month-by-month roadmap built specifically for accounting firm owners to get you through this year, and ready for next.
This training will show you how (& when) you can create the needed changes in your firm this year. Inside this training, you can create your custom plan to help you with...
Your 12-month operating calendar
A clear, actionable month-by-month plan covering systems, hiring, revenue, marketing, client experience, and tax season prep.
Your marketing & sales strategy
Stop hoping referrals come in. Build a simple, intentional plan for how you'll attract and convert the right clients this year.
Clarity on your offer & pricing
Know exactly what you're selling, who it's for, and where you're leaving money on the table with vague or underpriced services
A tax season prep checklist
Know exactly what needs to be locked in before January, so you go into busy season with a ready team, not a scramble
A delegation & documentation plan
Identify what needs to come out of your head and into your TaxDome so your team can actually run without you for every little thing.
Confidence to actually step back
Stop building a firm that only works when you're in it. Start building one that runs even when you're not.
WHAT WE'LL COVER
The Full agenda
No fluff. No vague frameworks. We're moving fast and making real decisions together.
Why the same problems keep repeating
We name the pattern, surviving vs. designing your year and we'll reframe what's actually holding your firm back. Spoiler: it's not tax season.
Your 12-month operating calendar, built for you
We walk through May → January month by month. Systems & documentation · Hiring & delegation · Revenue & offer clarity · Marketing & sales · Client experience · Tax season prep. You'll be given the exact tool we used to create your custom plan
TaxDome as your operating backbone
Most firm owners are using 20% of what TaxDome can do. We'll connect the plan to your actual system, so this doesn't stay theoretical.
The one thing to start this month
We close with clarity, not overwhelm. You'll leave knowing exactly where to focus first, and what to put off until later.
IS THIS FOR ME?
This webinar is built for
a specific firm owner.
It's not for everyone, and that's intentional. Here's how to know if you're in the right place.
✓ THIS IS FOR YOU IF...
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You run an accounting or tax firm and use TaxDome or are considering it
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You have a team (or are building one) and feel like the bottleneck
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Or you are a solopreneur ready to change the way you operate
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You came out of tax season feeling like nothing really changed
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You want systems and a plan, not someone to just do it for you
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You're ready to stop reacting and start designing your year
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Your revenue has plateaued and you know it's an operations problem
✗ THIS PROBABLY ISN'T FOR YOU IF...
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You're looking for someone to build your firm's systems for you (we do offer this too! Check out our webpage)
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You don't use TaxDome (or have no interest in it)
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You're not willing to make real decisions this month about next steps
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You're in your first 6 months of business with no clients yet
YOUR HOSTS
Hey, We're Katie & Ashley
We're co-founders of Cabot & Main and The FutureProof Accountant Community. We work exclusively with accounting and tax firm owners to help them build the systems, workflows, and operations they need to actually scale — without burning out or burning it down.
We're certified TaxDome consultants and have helped hundreds of firm owners get out of the chaos and into a firm that runs. This webinar is the exact framework you need to build out your year, get ahead, and stop repeating the same mistakes over and over again. And we're excited to bring it to you for free, so you can build your plan before the year gets away from you (again.)
