Start Smart or Scale Smarter

Let’s Build the Tax Business You Deserve

Whether you're dreaming of launching your own tax business or already in it but feeling stuck, you don’t have to figure it out alone. In a 1-on-1 coaching session, you'll get real, personalized guidance tailored to where you are and where you want to go. From setting up the right foundation to fixing what isn’t working, this is your opportunity to get clarity, strategy, and expert support to grow with confidence.

  • Social media marketing strategies

  • Offline marketing strategies

  • How to start a successful Tax business

  • Branding your business strategies

  • Effective operating systems

  • How to build a Team over 100 Tax Professionals

  • Planning for the season strategies

  • How to grow your business to 6-figures

  • Business strategies

  • How to create a successful Service Bureau Business

  • How to build a strong team

  • How to build effective system and process

  • Contract and Agreements

  • How to build and train your team

  • How to automate your business

  • How to expand your Services Bureau Business

  • How to train your virtual assistance

  • How to recruit new partners

  • Recommend Tax Courses

  • How to create an online university

  • How to set up your company payroll

  • Pick the CEO Brain

  • Q/A

HOW TO GET STARTED

STEP 1:

PURCHASE YOUR 1-ON-1 CONSULTATION SESSION

STEP 2:

FILL OUT THE BUSINESS REVIEW QUESTIONNAIRE

STEP 3:

SCHEDULE YOUR 1-ON-1 COACHING MEETING

STEP 3:

PREPARE FOR THE COACHING SESSION AT YOUR PREFERRED TIME

COMPANY

IMPORTANT LINKS

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