Operating Briefing · August 2026
Where We Stand
This quarter rebuilt the commercial core of the practice: four clear offers, contracts that sign themselves, and payments that recur on their own — already proven by a real client who signed, paid, and enrolled. Everything below is a working link. Open any of it. Then, the plan for what's ahead.
Your offer ladder is set — Compliance Core, Growth Builder, Wealth Preserver, and the Financial Clarity Diagnostic — each with one clean price, value-led copy, and branded product imagery.
Every offer runs the same clean path: plan → digital agreement → secure checkout → confirmation. Recurring billing is native, so there's one billing source and no double-charging. A real client has already completed this exact path.
Seven live calendars with reminders and team assignment, plus 297 conversations centralized in the CRM inbox across email, SMS, and WhatsApp. Clients book, get reminded, and show up — without manual chasing.
retaxconsulting.com rebuilt for speed, search, and conversion, with an automated content engine publishing a new article every weekday (84 live so far). Seller identity standardized to Real Estate Tax Consulting across products, pages, checkouts, and agreements.
Open Your System
Your default move stays simple — send the Plans page. Everything else is here when you need it.
Back at the start, you told us exactly what you needed. Here is every item on that list — accounted for. Open it line by line:
✓ = live now · → = in motion. If anything you asked for isn't on this list, tell us on the call and we'll add it on the spot.
Momentum first, then the build that matters most: the quick wins you can lock in this week, then the fulfillment engine that takes bookkeeping off your plate — scoped with care — then a sharper sales motion and the channels that bring in new clients.
Before the bigger build, two things you can finish this week — both in your control, both compounding. Small reps that make everything after them land harder.
Your goals, your priorities, and the numbers that matter — captured once in the planning module built for you. A focused sitting sets the plan the rest of the year steers by. We'll send a short walkthrough so it's fill-in-the-blanks, not homework.
Open your plan →LinkedIn, YouTube, and WhatsApp are already on the new brand. What's left is your Instagram & Facebook profiles and pointing the old site to retaxconsulting.com. We hand you the new bio link, the copy, and the assets; you paste them in, and we handle the redirect, so every touchpoint matches.
Your step-by-step →The biggest lever, so we're building it deliberately: bookkeeping comes off your plate, and every client is routed to the right place in your stack, tax prep, wholesaled bookkeeping, or our free AI engine, with a portal tying it together. Piloted before it ever touches a real client.
For any client you are not wholesaling to your partner, Kick runs the books: self-driving AI categorization, reconciliation, and close, with a CPA reviewing on top. Through the Kick Bookkeeper Program the firm gets discounted pricing, free firm books, every client in one workspace, and free migrations, so it starts free and stays cheaper than QuickBooks. If a client ever needs a paid upgrade, we absorb the cost for the smoother experience.
A single onboarding form after payment gathers receipts, statements, and entity details once, then routes each client to the right destination: ProConnect for tax prep, your partner's QuickBooks for wholesaled bookkeeping, or your internal Kick for AI bookkeeping. Work never waits on a client email.
One secure place where each client uploads documents and tracks their return — so collection and status live in the portal, not your inbox. It's what ties the bookkeeping and onboarding into a system your clients can feel.
How we picked the internal AI engine, the one we reach for whenever a client isn't wholesaled to your partner, scored on your priorities: AI automation ×3, price vs. QuickBooks ×2, real-estate fit ×1. QuickBooks is the baseline we're built to beat on both cost and automation.
| Tool | AI automation ×3 | Price vs QBO ×2 | RE-fit ×1 | Score /30 |
|---|---|---|---|---|
| Kick#1 · the pick | ●●●●● | ●●●●● | ●●●●● | 27 |
| Digits#2 · pilot vs. | ●●●●● | ●●●●● | ●●●●● | 23 |
| REI Hub#3 · RE-native | ●●●●● | ●●●●● | ●●●●● | 21 |
| Docyt#4 | ●●●●● | ●●●●● | ●●●●● | 18 |
| QuickBooksbaseline | ●●●●● | ●●●●● | ●●●●● | 16 |
| QuickBooks Master add-on#6 · vetted, rejected | ●●●●● | ●●●●● | ●●●●● | 6 |
Kick leads on your top two — automation and multi-entity price — and beats the QuickBooks baseline on both. Digits is the pilot challenger for a higher AI ceiling; REI Hub is the real-estate-native value option if fit ever outranks automation. Final pick after a head-to-head on real books, with a CPA reviewing every entry. The QuickBooks Master add-on you flagged scored last — the software it sells doesn't actually exist and there's no real company behind the page, so it's out on diligence.
With the packages finalized, the machine around selling them gets tuned: a proven script, and real numbers on what converts.
Led by Tony, a firm owner who's built what you're building, the October cohort trains a repeatable script for turning consultations into enrollments. Your seat is complimentary; the owners who work the script are the ones who close.
The performance dashboard gets revamped visualizations, so the numbers that move the business are clear at a glance, and the real bottlenecks surface instead of hiding.
A free, on-brand tax estimator on your site: a prospect answers a few quick questions and sees an instant estimate of what a proper real-estate tax strategy could save them, then books a call to claim it. It turns everyday site traffic into booked consultations, the exact feature you asked for.
Reach widens on two fronts: a revamped, bilingual site that speaks to Texas real-estate investors and the Spanish-speaking market at once, then outbound that drives both, the high-ticket investors directly and the partners who sit in front of them.
A site revamp adds an English/Spanish toggle, so it speaks to two audiences at once, Texas real-estate investors and the Spanish-speaking market. A sharper niche and a wider net at the same time, and the front door every outbound channel points back to.
Targeted LinkedIn campaigns to high-ticket real-estate investors, your next clients, routed straight into the booking calendars and CRM already live.
The same engine recruits the partners who see your ideal client daily, realtors, mortgage brokers, property managers. The referral system is already built; this points the outbound at it and tracks each intro.
You're In Good Hands
The system is live and proven. The months ahead put every piece in motion — with your sign-off at every step.