Jumpstart Your Tax Season this January:
Turn Every Client Connection into More Revenue
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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.
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 .
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