Liz Mason’s practitioner playbook for turning year-end check-ins into year-round planning work.
Use the guide to turn a seasonal client conversation into a clear, repeatable year-round advisory engagement.
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Liz Mason is the CEO at TaxFigure. She helps accounting firms build smarter, leaner, and more profitable practices.
A printable checklist for vetting any AI tool before it touches client data. Bring it to your next software review or WISP update, and use it with every tool your firm relies on, ours included.
The SPA Test™ and the VALID Filter™ — two frameworks for evaluating accounting software without getting burned by a great demo. Plus the free template (and the Claude-in-Excel trick) I shared at Scaling New Heights 2026.