FREE MASTERCLASS FOR TAX PROS + BOOKKEEPERS
The IRS-Proof Accountable Plan Playbook
By the end of this free masterclass, you’ll know exactly how to turn client reimbursements into tax-free money (the right way), Protect S-Corp clients from costly payroll tax issues and package this expertise as an advisory offer clients gladly pay for.
Live training 12th November 2025
How to Build AN IRS-Compliant Reimbursement Systems That Save Clients Thousands — and Stand Up to an Audit Every. Single. Time.
THIS IS FOR YOU IF…
You’re a tax pro, bookkeeper, or accountant who’s already delivering solid compliance work — but you know you could be doing more for your clients (and charging accordingly).
You’ve seen S-Corp clients missing out on $5–10k in reimbursements every year.
You’ve tried setting up “accountable plans” before, but weren’t 100% sure if they’d survive an audit.
You want to confidently offer this as a paid advisory service — without second-guessing yourself.
You’re ready to step out of compliance chaos and into strategy-driven advising.
This masterclass is for the pro who’s ready to elevate their expertise, increase client value, and add recurring revenue streams to their firm.
THE REAL REASON YOU’RE LEAVING MONEY (AND VALUE) ON THE TABLE
It’s not your fault — most tax pros were taught how to record reimbursements, not how to structure them compliantly. Without the right plan clients lose $5–10k in tax-free reimbursements every year, you risk disallowed deductions if audited and you end up doing cleanup work instead of high-value strategy.
But when you know how to create an IRS-proof accountable plan, everything changes. You safeguard clients and strengthen your role as their trusted advisor.
INSIDE THE IRS-PROOF ACCOUNTABLE PLAN PLAYBOOK, YOU’LL LEARN HOW TO:
Understand Exactly What an Accountable Plan Is (and Isn’t)
We’ll break down the IRS definition into plain language, plus the three tests every plan must meet.
Build an Accountable Plan System That’s Audit-Ready
You’ll get the same framework I use for S-Corp clients — from documentation to payroll tracking.
Turn Reimbursements into Revenue
Learn how to position accountable plans as a strategic advisory service inside your firm.
Walk Away with the IRS-Proof Implementation Checklist
So you can start using this system with your very next client.
THE FRAMEWORK YOU’LL WALK AWAY WITH
The Accountable Plan Implementation System™
Assessment – Identify what qualifies for reimbursement.
Documentation – Draft a compliant written plan.
System Setup – Create reimbursement logs and workflows.
Implementation – Enter reimbursements correctly in QBO + payroll.
Review – Audit readiness checklist & quarterly updates.
No more gray areas. No more guessing. Just clean, compliant systems your clients will love (and the IRS will respect).
Ready to make your clients IRS-proof
(and your firm more profitable)?
Join the free training and get the proven framework to build accountable plans that stand up to the IRS — and scale up your value.
Live masterclass 12th November 2025