
Most firm owners don’t feel behind because they’re bad at what they do.
They feel behind because their systems can’t keep up.
And Busy Season Exposes It.
​
Work gets stuck
​
Clients don't respond
​
The team all does things differently
​
Automations break
​
Everything funnels back to you (making you the bottleneck)
This membership is perfect
for you if...
​🤔You already use TaxDome but your system still feels messy
🤔You’ve tried templates or built workflows that didn’t hold up
🤔You’re brand new to TaxDome and want to get started the right way
🤔You want to streamline operations and automate without breaking things
🤔You want live expert support when your pipelines are running & you're trying to solve bottlenecks in your firm
🤔You’re done figuring this out alone
You don’t just want to know which buttons to click.
You want to understand how the pieces fit together so your firm runs predictably, not reactively.
.png)
_edited.png)
-
Workflows that actually work — built around how your firm operates
-
A streamlined tech stack you actually understand and use
-
Clear, documented systems that make delegation easy
-
Automations that save hours every week (without losing the human touch)
-
Clients who are onboarded, communicated with, and wowed
-
A team that runs smoothly — with or without you in the weeds
-
Confidence that you’re scaling the right way
If Every Tax Season Feels Like Survival Mode…
That’s not a time-management problem.
​
That’s a systems problem.
​
And every season you “push through” without fixing
it makes the next one harder.
​
The goal isn’t to survive busy season.
​
It’s to stop rebuilding your firm every year.

What You'll Get Inside
We're not here to just hand you templates. We help you build the scalable, automated, future-ready firm you've always wanted.
Inside You'll Get Access to:
✔ TaxDome Accelerator (Your Foundation)
A step-by-step roadmap to building a reliable system inside TaxDome so you’re not building on sand.
✔ Proven, High-Performing Workflow & Communication Templates (Your Speed)
100+ customizable templates refined across 100+ real accounting firms.
These aren’t hypothetical or generic. They’re the exact workflows we’ve seen hold up under real deadlines, real clients, and real pressure — ready to copy/paste into your system.
✔ Advanced TaxDome Training (Your Leverage)
Learn how to unlock the full power of TaxDome. This is where you move beyond “basic setup” and build a system that adapts as your firm grows.
✔ Live Office Hours + Q&A Support (Your Safety Net)
When your pipelines are live and something breaks, you don’t need another video. You need answers. Get real-time guidance from Certified TaxDome Consultants who understand both the software and how accounting firms actually operate.
✔ Monthly Tools, Templates & Training Drops (Your Momentum)
New workflows, scripts, playbooks and advanced resources released every month so your system keeps improving instead of getting stale.
✔ Feature & Tech Updates (Your Edge)
TaxDome changes. Technology evolves. Stay ahead of every new TaxDome update and learn exactly how to incorporate the latest features without blowing up what already works.
✔ Supportive Community (Your Accountability)
You’re not building this alone. A space to ask questions, share wins and connect with like‑minded firm owners who “get it.” Learn alongside firm owners who are solving the same problems.
✔ Bonus: Future-Proof Your Firm Curriculum (Your Longevity)
Content covering AI, technology shifts, modern client experience and scalable operations—ensuring your systems remain competitive beyond TaxDome. Because the goal isn’t just “this year works.” It’s building a firm that still works three, five, ten years from now.
Member Rate: $97/month
Get access to our industry leading trainings, templates, tools & more inside.

What our clients are saying..

.jpg)





✨Why this Membership Works✨
TaxDome teaches features.
Template shops sell steps.
We build systems that hold up in real life.
Our advantage isn’t theory.
It’s pattern recognition — across hundreds of firms — and helping you apply it while your firm is actually running.
That’s why this feels different.
And why it works when other things haven’t.
​​
.png)

Have questions?
We have answers.
When does my membership begin? Your membership will begin once you have completed your 1st month payment. You'll then be added to our community on Skool. Don't worry, you'll receive an email with detailed instructions on how to access!
Do you offer refunds? If you are unhappy for any reason within 30 days of your membership starting, please email us and we will issue you a refund.
What if I've already purchased and implemented TaxDome? Great! You'll learn best practices on utilizing TaxDome for you and your team, have access to TaxDome certified consultants for all your detailed questions, and you'll be able to use the TaxDome Accelerator course to help train a new team member as well!
I'm so busy, will I actually have time for this? How much or how little time you invest is completely up to you. The more time you put in, typically the faster you'll get your systems where you want them to be. But, there's no rush. It's up to you.
Who is this membership for? The FutureProof Accountant is for Bookkeepers, Tax preparers, Enrolled Agents, Accountants looking to utilize TaxDome & other systems to streamline their business.
How much time should I plan to spend on this each day? Again, this is up to you. We will have several opportunities each month for live trainings & help-desk sessions, plus the course and tools. You can use these at your own pace.
Can my team member get access? Yes! Email us for more info. hello@cabotandmain.com for details
Hello!
We're Ashley & Katie
We’re former corporate accountants & operations managers who found a love for helping the business owner community.
After doing our thing as business owners for a few years, with our own accounting & operations firms, we decided to partner together to bring our nearly 20 years each of experience to helping our clients thrive.
We’re tired of seeing our accounting friends work ridiculous hours, sacrificing time with family, stress & overwhelm just because that’s the way it’s always been.
It doesn’t have to be that way! And we’re here to help.


At the end of the day, you have a
choice.

Before

After
Keep going as you are and get burnt out
Feeling overwhelmed and dreading tax season
​
Being too tired to take that vacation
Going it alone
​
Wishing things would get better
​
Being tied to your computer 24/7
​
Reinventing the wheel each & every time
​
Getting frustrated and wanting to throw in the towel
Thrive during busy season
Spend your Saturdays on the ball field or at brunch with friends
​
Enjoy your business
​
Surround yourself with goal-driven professionals
​
Embrace a flexible lifestyle
​
Maximize your earning potential without sacrificing your personal life
​
Invest in a simple & scalable membership
Have questions?
Email our team at hello@cabotandmain.com






.png)

.jpg)









.png)