Founders & new firms

Launch a resolution practice with two people — and look like a firm of twenty.

You already know how to qualify, sell, and close resolution cases. What you're missing isn't expertise — it's the firm around the expertise: institutional-grade deliverables, billing, and memory. RESO is the firm around the expertise, so you punch far above your size from day one.

What you launch with

Institutional deliverables, day oneCo-branded Discovery and Strategy work product that looks like a senior firm produced it.
Get paid to diagnoseBill Discovery from week one — revenue funds the practice while representation ramps.
A two-person firmOne sells and runs intake; one credentialed practitioner signs. RESO carries everything between.
Methodology, not Word docsYour first hire inherits a governed standard — not a folder of one-off templates.

The traditional path to founding a resolution firm is hiring it into existence: an intake coordinator, a case manager, an analyst to read transcripts, an admin to chase signatures and invoices — before you collect your first fee. The methodology lives in whoever you managed to hire, and the work product looks like whatever they produced at their last shop.

RESO collapses that staffing model. The methodology, the work product, and the commercial stack are already built. You bring the credential and the clients.

What you launch with on day one

  • Intake and consultation workflow that qualifies before you quote
  • IRS transcript evidence parsed into Discovery work product with your firm’s name on it
  • Financial profile (433-framing) and strategy generation on the same case record
  • Engagement letters, e-sign, invoicing, and client billing built in
  • Client portal, document collection, and a Work Verification record that defends your fees
  • Retention defense when a client questions value — evidence, not memory

The firm around the expertise: one case record that carries intake, deliverables, billing, and the institutional memory.

app.reso.tax/v3/cases
RESOHarborview Tax Resolution
RESO AdvisorDW
MW

Marcus Webb

Case RESO-0142 · $84,049 across 4 years

Implementation
Discovery
Strategy
Implementation
Verification
Retention
Discovery report
Delivered
Strategy report
Delivered
Work Verification
Pending

Sell Discovery and Strategy — or use them to close implementation.

Most firms give the analysis away to win the engagement. RESO turns the entire advisory phase into products: Discovery Intelligence, then Resolution Strategy — two paid, defensible deliverables your firm sells and retains before any implementation agreement is signed. And if your firm doesn’t sell exploratories, the same Discovery works the other way: strong enough to close Strategy and implementation on findings instead of promises, and to stand later as the record of value delivered.

For a founder this is the difference between burning runway on unpaid sales calls and getting paid to diagnose from week one. Discovery revenue funds the practice while your representation pipeline matures.

Two people, a real firm

One person sells and runs intake. One credentialed practitioner reviews, signs, and represents. RESO carries everything between them: the case record, the analysis, the deliverables, the billing, and the institutional memory a new firm normally takes years to build. When you make your first hire, they inherit a methodology — not a pile of Word documents.

What it costs to find out

One subscription per team member for the complete platform — included AI and unlimited matters. Run your first real case end to end and compare the deliverable against what your last employer handed clients. See the pricing page for current rates.

Close-up of the billing and revenue band — collected this month, outstanding A/R, collection rate, and a month-over-month collected chart
The billing and revenue your firm runs from day one — collected, outstanding, and the trend, straight from the invoice ledger.

Questions founders ask

Do I need to hire a team to start?

No. A two-person firm works: one person sells and runs intake, one credentialed practitioner reviews, signs, and represents. RESO carries everything between them — the case record, the analysis, the deliverables, the billing, and the institutional memory a new firm usually takes years to build.

What does it cost to launch?

One subscription per team member for the complete platform — included AI, unlimited matters. See the pricing page for current rates and what is included. You can run a real case end to end before you commit to scale.

Can I get paid before I take on representation?

Yes — that’s the point of a consulting-first model. Bill the Discovery diagnosis, then the strategy, before you sell implementation. Discovery revenue funds the practice while your representation pipeline matures, instead of burning runway on unpaid sales calls.

What happens when I make my first hire?

They inherit a methodology and a governed workflow — not a pile of Word documents. The standard lives in the system, so quality holds as you add people instead of fragmenting across whoever you hired.

Run your first real case before you commit.

See the deliverable you’d launch with, then start free — every account opens with a complete sample case to walk end to end, intake through retention.

Start free — 30 days →See a sample report

Related on RESO.tax

Get the sample Discovery reportGenerated by the live RESO pipeline from a fully fictional case — names, balances, and identifiers are synthetic.Productized DiscoveryBill the diagnosis — then the strategy — before you sell implementation.PricingOne subscription per team member — full platform included. See pricing for current rates.Start free — 30 daysEvery account opens with a complete sample case to explore — intake through retention.