MTB Financial
Profit Tracker For Tax Pros
Profit Tracker For Tax Pros
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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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