Diagnosis
How to build an issue tree for a tax technology problem
A step-by-step method for breaking a vague tax technology complaint into testable branches you can assign, evidence and close.
7 min read
Field notes
Method, in the smallest usable pieces.
Free notes drawn from the manuscript. Each one covers a single move — how to structure it, where it fails in practice, and the working tool that carries it into the meeting.
Alignment
A RACI that actually works on tax technology projects
Why RACI charts stall tax and compliance projects, and how to build one that resolves decision rights instead of listing job titles.
6 min read
Decisions
Scoring tax software vendors without fooling yourself
How to build a weighted vendor scorecard that resists demo bias, vendor-supplied criteria, and the pull of the incumbent.
8 min read
Framing
Framing a recommendation with SCQA so executives can decide
The four-part structure that turns a long analysis into a one-page recommendation an executive can act on in a single reading.
5 min read
Business case
Pricing the status quo: the number that unlocks the budget
Most compliance business cases fail because nobody costed doing nothing. Here is how to build a defensible status-quo number.
6 min read
The full method is in the book.
Twenty-two chapters, nine working tools, and the ASK Advisor that routes a real problem to the right chapter. Read the first two chapters free.