Role-Based Flagship · Public Practice CPA

CPA Quarterly Operator Systems

A 13-week operating cadence for the public-practice CPA — partner P&L, ATO master calendar, client-segment matrix, audit pipeline, the practice-level dashboard most firms never build because they're too busy doing the work.

"The CPA partner is the highest-paid bookkeeper in the firm. The QOS replaces that with a cadence — Monday partner P&L, Wednesday client-tier review, Friday lodgement gate. By Q2 the partner is doing partner work, not chasing BAS lodgements."

What you get

Monday Partner P&L Scorecard — 8 metrics including realisation, utilisation, lockup days, WIP age, debtor days
Tuesday Client-Segment Matrix Review — A/B/C/D classification, repricing pipeline, exit candidates
Wednesday Lodgement & Filing Gate — what's due this week, what's at risk, who's escalated
Thursday Audit / Assurance Pipeline — open audits, overdue queries, risk register
Friday Practice Digest — partner update + team distribution metrics
ATO master calendar — full-year BAS / IAS / FBT / company / trust / SMSF lodgement schedule (AU)
Client tier matrix — A (premium retain), B (steady), C (price up or exit), D (exit)
Repricing playbook — letter template + conversation script + retention pathway
Engagement letter library — bookkeeping, business advisory, audit, SMSF
Quarterly partner board pack template — 7 slides for partner meetings or one-up firms
13-week calendar — every ritual mapped onto a single quarter

Single integrated HTML file plus 9 supporting templates. Australia-focused (BAS/IAS/FBT terminology and ATO calendar) but the operating cadence translates directly to US, UK, NZ, Canada with calendar swap.

Who it's for

Partner / sole-practitioner CPAs in public practice — AU, NZ, UK, US, CA
Senior managers being groomed for partner role
2-10 partner firms looking to standardise the partner operating cadence
CPAs who realise the practice has outgrown the "do everything yourself" stage

Who it's NOT for

× Bookkeepers (use AU Bookkeeping Mastery $497 instead)
× Big-4 audit staff (this is small-mid public practice — different scale)
× Industry CPAs (in-house controllers / FP&A) — different role

The 13-week cadence

Week 1: Open dashboard. Run client tier classification once. Score every client A/B/C/D.
Weeks 2-4: Run weekly cycle. C-tier conversation pipeline starts moving (repricing or exit).
Week 5 (Month 2): Partner P&L baseline. Lockup, realisation, utilisation locked in.
Weeks 6-8: Cycle continues. C-tier conversations completed. D-tier exits in motion.
Week 9 (Month 3): Quarterly partner P&L review. Compare to baseline. Most partners see realisation +5-10pts.
Weeks 10-12: Cycle continues. Build partner board pack.
Week 13: Partner meeting. 7 slides. Reset.

Owned forever · paid once

$497 USD

Single zip download. Files arrive within 1 business hour of payment.

Buy now · $497

Common Questions

Q. AU-specific or jurisdiction-flexible?

The lodgement calendar is AU (BAS/IAS/FBT/SMSF terminology, ATO dates). The operating cadence translates directly to other jurisdictions. UK/US/CA/NZ buyers swap the calendar — the partner P&L, client tiering, repricing playbook, engagement letters all translate directly.

Q. We use Xero / MYOB / QuickBooks — does this work alongside?

Yes. QOS is the operating cadence; your accounting platform stays as is. The dashboard reads from your reports, doesn't replace them.

Q. Sole practitioner vs multi-partner firm?

Both. Sole practitioner runs the full cycle solo. Multi-partner firms typically have one managing partner own the QOS and distribute the relevant rituals to other partners.

Q. AU Accounting Firm Toolkit overlap?

AU Accounting Firm Toolkit ($697) is a Mastery covering audit-readiness, engagement letters, ATO checklists. The CPA QOS is the operating cadence built on top of those assets. They complement; many buy both.

← Back to the full catalog