Build a firm
that fits
your life.

Better workflow. Clearer capacity. The right client relationships, at the right prices.

A clear plan. Built around your firm.
Working session

Harbor Pine Tax & Advisory

Your firm.
With room to breathe.

Notes and a recommended order of action

300client relationships
4people, including seasonal
The starting point

Reduce the owner bottleneck.

A sustainable calendar starts with clearer handoffs and a realistic review workload.

01Simplify the workflow
02Model sustainable capacity
03Review pricing & client fit
Illustrative preview. Fictional firm.01 / 03

Recommendations first. Every consequential change is yours to approve.

What we believe.

We are CPAs who have run firms.
These are the things we keep finding to be true.

Most firm owners are a little afraid of their clients.

It is why the fee does not go up, why the boundary does not hold, and why the client who drains the season is still on the list. We do not pretend the fear goes away. We stop letting it run the firm.

Nobody here will tell you to hustle harder.

The owners we work with are already profitable on paper and exhausted in practice. The answer is usually fewer clients, better prices, and a calendar that belongs to you again.

Most of what goes wrong comes from answering the questions out of order.

Capacity calculated from slow work bakes the inefficiency in, and pricing decided without a capacity number is a guess.

You do not need another course to fall behind on.

You need someone who has already solved the thing you are stuck on. No program, no cohort, no curriculum.

We work on your firm, not a case study.

Your client list, your calendar, your pricing letter, the email you do not know how to answer.

Every consequential change is yours to approve.

We bring recommendations and the numbers behind them. What the firm becomes is your call, not ours.

Three questions.
In the right order.

When everything feels urgent, start underneath it.
Each answer gives the next decision a firmer foundation.

01

Production. How should the work get done?

Find the unnecessary steps, missed handoffs, and technology that could give your team time back.

02

Capacity. What can your firm sustain?

Build a realistic picture of the work your team can carry, within the hours you want to work.

03

Pricing and clients. What belongs in that capacity?

Review each client relationship against the work involved, the fee, and the firm you want to build.

This is how we think about every firm, whether we spend one session with you or a season. We fix how the work gets done first, then find what the firm can carry, then decide which clients and prices belong in it.

Book a session

Choose the person whose work matches your situation and email them directly. If you are not sure who would help most, email info@letsfixyourfirm.com and we will point you to the right one.

Make room for
what comes next.

Start with the thing that is costing you the most.

Book a working session Try the free Capacity Check

Not sure where to begin? The free check
is a useful first look at your capacity.