Jumpstart Your Tax Season this January:
Turn Every Client Connection into More Revenue
Join us for 3 FREE Expert Led Events that Include Exclusive Live Q&A's with the Experts.
January 7th - Follow Up Secrets to Boost Revenue (Replay Available)
January 16th - Simple Ways to Charge for Tax Advisory (Replay Available)
January 27th - Organic Marketing for Tax Leads
Hosted by:
Our Events have Ended - Catch the Replays for a Limited Time.
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 .
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!
Can't make it? A replay will be available to registered attendees for 30 days. (Q&A is only available during live events.)
Register
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