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MTB Financial

Profit Tracker For Tax Pros

Profit Tracker For Tax Pros

Regular price $15.99 USD
Regular price $27.99 USD Sale price $15.99 USD
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Tax pros who understand their numbers will be the ones scaling faster.

The Profit Tracker For Tax Pros is your step-by-step system for mastering profit clarity, team payouts, and backend fee control — all inside a clean, automated Google Sheets dashboard. 📊

This isn’t just a spreadsheet.
It’s your financial command center for tax season.


Inside this tracker, you’ll learn how to:

Track every dollar that moves through your office — from prep fees to backend fees to true net profit.
👥 Automate team payouts with built-in split formulas that calculate preparer earnings instantly.
📈 Visualize performance through live dashboards that update in real time as you log new returns.
⚙️ Customize everything — from tax year and team splits to service lists and payment types — in minutes.


Whether you’re a solo preparer looking for more clarity 💻 or a growing ERO managing multiple offices 🏢, this tracker gives you the framework to scale confidently — and profitably.

It’s more than just tracking — it’s building your office to think like a CEO. 💎

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