Tools for the hard parts.
Pricing, tier design, and the conversations you've been avoiding. Free, and built for accounting firm owners. Most of these run entirely in your browser — nothing you type leaves the page. The one tool that uses AI tells you so before you use it.
From The Reframe, a weekly newsletter by Rebecca Driscoll, CPA, about pricing, boundaries, and running a firm you actually like. The tools are the practice. The newsletter is the thinking that puts them to work.
Pick the one matching where you're stuck.
Fifteen tools across five stages: start, diagnose, decide, communicate, audit. You don't have to use them in order. Most firm owners arrive needing one of them on a Tuesday morning.
Start here
Figure out what you're aiming at — before any pricing or client decision.
Diagnose
What's actually wrong, before you decide what to do about it.
Decide
What to charge. What to offer. The decisions you've been deferring.
Communicate
The words to say. The letter to send. The boundaries in writing.
What does the contract say?
Which hard email keeps not getting sent?
What's the fear you're stuck on?
How do you stop answering for free?
How do you run the first meeting?
Audit & plan
After the season ends — or before the next chapter starts.
Not a funnel. A loop you keep coming back to.
The four lanes mirror four moves of running a firm: diagnose, decide, communicate, audit. You diagnose with the Client Analyzer, Intake Gut-Check, or Should I Fire. You decide with the Pricing Decision or Tier Builder. You communicate with the Engagement Letter Generator, the Letter Drafter, or the Quick Question Gate. After the season, you audit with the Boundary Audit and the Sellability Gut-Check. Most firm owners use one tool on a Tuesday and the next one three months later. That's the right pace. The boundary work doesn't happen all at once.