Find your single biggest tax-practice bottleneck in 30 minutes.
The Bottleneck Audit is a 13-page diagnostic that scores your practice across the seven handoffs every tax firm runs — and tells you which one is breaking you and what the named fix is. Built by Lenore, Inc.
- Score yourself across the seven stations every tax firm runs
- See your bottleneck map in plain English on page 11
- Get a specific, named fix for each bottleneck on page 12
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See what’s inside.
A 30-second walkthrough of the full 13-page diagnostic.
Why most workflow advice doesn’t fix your problem
Most workflow advice tells you to optimize the work — be faster at prep, sharper at review, smarter at notice response. That’s fine advice, but it isn’t where most tax firms actually break.
Most firms break at the handoffs. The work itself is fine. The places where work passes from one stage to the next — that’s where time leaks, clients ghost, deadlines slip, and revenue dies. This audit is built around that observation. Instead of asking “are you good at the work,” it asks “are your handoffs clean.” That’s a different question, and most firms have never been asked it.
What you get
- 13-page PDF, US Letter, designed for print or screen
- A 7-station scoring framework
- A bottleneck map you fill in by hand
- A fix tree that matches your worst score to its named solution
- A final page that points you to the next step if you want help installing the fix
Who built this
Lenore, Inc. builds operating systems for tax firms. We’ve installed tax-prep workflows for solo CPAs through multi-partner firms. This audit is the first thing we send every prospect — because if you don’t know your bottleneck, you can’t fix it, and we can’t help.
Stop guessing where your week is going. Find your bottleneck in 30 minutes.
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