Most accountants treat July–September like a vacation. The firms that will dominate tax season 2027 are using these next 90 days to build. Here's what's actually shifting under our feet right now: - OBBBA created Schedule 1-A with 4 brand-new deductions - 1099-NEC/MISC threshold jumped from $600 → $2,000 - New W-2 codes TA / TP / TT roll out for Tips, Overtime & Trump accounts - 🛑 BOI is officially dead for US companies - 80% of individual return prep is being automated by early-adopter firms But first I want to hear from you 👇 Drop a number in the comments: 1️⃣ I've already started OBBBA client outreach 2️⃣ I know about OBBBA but haven't studied the ins and outs yet 3️⃣ What's OBBBA? 😅 No wrong answer — just want to know where to focus.

If anyone's interested in having work sessions to knock out task let me know. I'm always looking for a work buddy. It's motivating and helps me keep moving forward.

Run this every Friday to stay on top of leads and revenue projections. Steps: 1. Export open leads from CRM. 2. Tag each lead: Hot 🔥, Warm 🌡️, or Cold ❄️. 3. Assign one next step for each Hot/Warm lead. 4. Update revenue forecast based on Hot lead pipeline value. Template Snippet: Lead Status Next Step Value Close % Forecast KPI to Track: Pipeline Coverage = (Total Pipeline Value ÷ Monthly Target). Aim for 3x target. Next Action ✅: Print today’s checklist and run your first pipeline review before Friday. 📝

A clean close is what separates beginners from pros. Here’s a quick SOP you can run each month to catch errors before reports go out: 1. Check reconciliations – Make sure every bank and credit card account is reconciled through month-end. 2. Review liabilities – Payroll taxes, loans, and sales tax payable should match statements. 3. Scan for anomalies – Look for negative balances, large swings, or “Ask My Accountant” categories. 4. Final reports – Generate P&L, Balance Sheet, and Cash Flow for your review file. Template Checklist: - Reconciliations ✔ - Payroll ✔ - Loans ✔ - Sales tax ✔ - P&L, BS, CF ✔ KPI: Days to Close (target = 10 days or less after month-end). Next Action: ✅ Run this review on one client this week and log how long it takes you. Track if you can get under 15 minutes.