Operating system · Professional & Retail

Start and run a profitable bookkeeping, tax & advisory practice — the plan, the playbooks, and the numbers already worked out.

The complete operating system for an independent accounting practice. It answers the two things new practitioners get wrong: what do I charge? and how do I stay compliant?

What's inside

A banker-grade business plan covering the regulatory spine most guides skip — PTIN/EFIN, Circular 230, IRC §7216, and the FTC Safeguards Rule (your mandatory Written Information Security Plan).

An editable Excel financial model — real, changeable assumptions (retainer pricing, realization rate, tax-season seasonality), not a static PDF.

Up to 17 operations playbooks — scope-to-fixed-fee pricing, client onboarding, month-end close, and the path from compliance work into higher-margin advisory.

Who it's for

Built for the bookkeeper, EA, or CPA going independent and building a book of recurring clients. Delivered instantly at checkout; single-buyer license. Editions differ by how many playbooks are included — compare the tiers below.

Choose your edition

Edition	What's included	Price
Starter	Business plan + financial model + essential playbooks	$149	At launch
StandardMost popular	Plan + model + all 12 core operations playbooks	$299	At launch
Premium	Plan + model + all 17 playbooks (core + growth & scale)	$499	At launch

Please read before purchasing. This product is an informational and educational operating system — a research-grounded business plan, operations playbooks, and an editable financial model. It is not legal, tax, accounting, financial, or investment advice, and using it does not create a professional-client relationship. Bytell Press does not guarantee any specific business, funding, or financial outcome. You are responsible for your own decisions and for consulting a qualified professional licensed in your jurisdiction before acting.