Jumpstart Your Tax Season this January:

Turn Every Client Connection into More Revenue

⬇️ CHECK OUT MORE JANUARY EVENTS ⬇️

Follow Up Secrets

with Michelle Weinstein

Following up is a simple yet powerful way to boost revenue and attract more clients, but many firm owners overlook it—leaving money on the table. In this presentation, you’ll discover why follow-up is key to long-term success and you'll get my proven system to ensure you never worry about your next client or dollar again.

Tax Leads: Organic Marketing

with Cameron Montgomery

Learn the exact steps I teach tax professionals to attract clients using simple, free-to-use social media marketing methods. In this session, I’ll walk you through my proven Facebook strategy, using my own profile as a real-world example. Don’t miss this opportunity to start growing your client base today!

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