Are you a tax preparer looking to exponentially grow your existing business or start a new tax venture from scratch?
Our comprehensive mentorship program is designed to help you achieve your goals and more. We offer three flexible mentorship options to suit your needs: 1-on-1 coaching, group coaching, and service bureau coaching.
Areas Covered in the Mentorship Program:
1. Achieving IRS Certification: Fast-track your way to becoming an official IRS-recognized tax preparer with step-by-step guidance and support to ensure full compliance with all IRS regulations.
2. Business in a Box: Receive an all-inclusive startup package that includes ready-to-use tools, templates, and a proven business blueprint, providing you with everything you need to launch your tax preparation business successfully.
3. Sales Conversion Systems: Maximize your client conversion rates with advanced techniques, high-converting sales funnels, and personalized sales training tailored specifically for the tax preparation industry.
4. Onboarding and Client Management Systems: Implement seamless client onboarding processes and state-of-the-art client management systems. Save time and streamline your operations with automated workflows that keep your business running smoothly.
5. Building a Team Training: Learn effective strategies for recruiting, training, and retaining top talent. Develop leadership skills to foster a positive work environment and ensure your team grows alongside your business.
6. Additional Services to Increase Your Office's Revenue: Discover new service offerings to expand your client base and boost revenue streams. Learn upselling and cross-selling techniques and implement strategies to optimize your office's profitability.
Choose the mentorship option that best fits your needs: