My required order of authority for your tax questions 1. Internal Revenue Code (IRC) 2. Treasury Regulations 3. Court cases (Tax Court, District, Circuit, Supreme Court) 4. IRS administrative guidance (IRS.gov, publications, notices, revenue rulings/procedures) 5. Big Book of Taxes as the primary synthesized reference you want anchored to the above authorities

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Hey Everyone! I apologize but I have a sinus infection and looking at a screen has been challenging this week. I’’m canceling our call, but can also try and reschedule for sunday If yall want! Let me know! Have a great weekend!

If you want to scale past “solo bookkeeper mode,” you need a tight monthly close process your team can follow without you. Mini-SOP: 3-Stage Monthly Close 1. Stage 1 – Preliminary Close 2. Stage 2 – Review Close 3. Stage 3 – Final Close Snippet to Copy (Client Email):“Your July books are closed! Attached you’ll find your P&L, Balance Sheet, and Cash Flow Report. Let’s review any highlights on our call this week.” KPI to Track:⏱ Average days to close after month-end (goal: 5 business days or less). Next Action ✅Print the 3-Stage Monthly Close Checklist and make it part of your Friday review routine. Reminder: Generate a daily Skool post for your FREE community in your IAM Accounting voice (casual, expert, step-by-step). Audience: accountants, bookkeepers, and tax preparers. Each post must include: 1. A strong hook 2. 3–5 actionable steps 3. A simple example or template 4. A soft CTA to join PRO for deeper dives Reminder: Generate a daily Skool post for your PRO community in your IAM Accounting voice (casual, expert, step-by-step). Audience: working accountants, bookkeepers, and tax preparers who want systems and scale. Each post must include: 1. An advanced tactic or mini-SOP 2. A template or snippet to copy 3. A KPI to track 4. A next action with a printable checklist emoji ✅

Scaling isn’t about working harder—it’s about installing systems that make your firm run smooth. Here’s the SOP I use with my team: Mini-SOP: Weekly Workflow Review 1. Every Friday → Pull up your project board (GHL/ClickUp/TaxDome). 2. Check status of: New, In Progress, Waiting on Client, Review, Complete. 3. Mark bottlenecks (anything stuck for 7+ days). 4. Assign next step with deadline & owner. 5. Send 3-line status email to the client if they’re holding things up. Snippet to Copy: “Hey [Client], just checking in—we’re waiting on [missing docs]. Once we have this, we can move your file forward to [next step].” KPI to Track: ✅ % of projects moved forward each week (goal: at least 90%). Next Action ✅ Print out a Weekly Workflow Review Checklist and tape it by your desk. Do this every Friday—non-negotiable.