Jumpstart Your Tax Season this January:

Turn Every Client Connection into More Revenue

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Simple Ways to Charge for Tax Advisory

with Josie Parr

As tax pros, it’s easy to take our expertise for granted, blurring the line between basic knowledge and advisory insights. While the basics may feel routine to you, your clients rely on you for solutions. This session will help you recognize when quick answers become valuable advisory services, and how to confidently charge for them .

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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