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FREE GROWTH TRAINING FOR TAX BUSINESS OWNERS, EA's & CPA's
Get the exact steps to land high-paying clients, offer advisory services with ease, and become the trusted expert clients turn to... without the stress.
Join the LIVE 90 MINUTE Training [Friday, April 25 @ 12 PM PST | 2 PM CST | 3 PM EST]
Free training starts in...
Only 100 Seats Available — Secure Yours Before They're Gone!
Here’s WHAT YOU'LL LEARN IN 90 MINUTES
How to ATTRACT & Not Chase High Paying Tax Advisory Clients — so you can build a steady pipeline of premium clients, increase your revenue, and reclaim your time to focus on what truly matters.
The Tax Strategies You Can Use & The Shortcut to New Ones - helping you save clients more money, gain their trust faster, and position yourself as the go-to expert in your field.
How to Charge $2,000-$20,000 per Tax Advisory Client - while confidently demonstrating your value, attracting premium clients who are eager to invest, and scaling your income without overworking yourself.
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Here’s How One Decision and a 90-Minute Call Can Transform Your Business
Before The Training
Overworked and Underpaid: Struggling with long hours for low-value tax prep clients.
Uncertainty About Advisory Services: Feeling unqualified or unsure how to offer tax advisory without extensive expertise.
Attracting the Wrong Clients: Dealing with clients who undervalue their services and haggle over fees.
Overwhelmed by Complexity: Intimidated by the idea of delivering tax plans or not knowing where to start.
Lack of Confidence in Selling: Hesitant to charge premium prices due to fear of rejection or imposter syndrome.
After Attending the Training
Clarity on High-Value Clients: Understand exactly who your ideal clients are and how to attract them.
Confidence in Offering Advisory Services: Gain a clear framework for delivering tax plans without feeling overwhelmed.
Increased Revenue Potential: Learn how to position yourself for $25K/week by offering strategic advisory services.
A Proven System to Follow: Walk away with a step-by-step blueprint that simplifies your workflow.
Tools for Premium Pricing: Know how to confidently present and charge for your services without hesitation.
Freedom From Overwork: Discover how to serve fewer clients while earning more.
Positioning as a Trusted Advisor: Learn how to become the go-to expert for high-net-worth clients.
Efficiency Through Technology: Get insights on using tools and systems to save time and scale your services.
Immediate Action Steps: Leave with practical, actionable strategies you can implement right away.
Renewed Energy and Focus: Feel empowered and excited about transforming your business and reclaiming your time.
Only 100 Seats Available — Secure Yours Before They're Gone!
[Friday, April 25 @ 12 PM PST | 2 PM CST | 3 PM EST]
Here’s a Quick Look at the Training
That Can Elevate Your Business.
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Frequently Asked Questions (FAQs) and Answers
What if I’ve never offered tax advisory services before, or don’t know advanced tax strategies?
No problem! This event is specifically designed for tax professionals who want to transition into advisory services, even if you’ve only done tax prep before. You don’t need to be an expert in tax planning—we’ll provide a proven framework that simplifies the process, allowing you to deliver high-value results without memorizing the tax code or mastering advanced strategies. With the right tools and technology, the heavy lifting is taken care of for you.
How can I attract high-paying clients, even if I’m currently struggling or don’t feel confident selling high-ticket services?
We’ll teach you how to reposition yourself, refine your messaging, and implement client acquisition strategies that attract high-paying clients who value your expertise. Selling premium services doesn’t have to feel intimidating—we’ll guide you step-by-step on how to confidently communicate your value, close deals without being pushy, and work smarter, not harder, to build a profitable business.
Will this work if I’m a solo practitioner or already busy, and how much can I realistically earn with tax advisory services?
Absolutely! This works perfectly for solo practitioners, even if you’re already busy. We’ll show you how to leverage tools and streamlined processes to operate efficiently without needing a large team. This event is designed to help you restructure your business to focus on fewer clients who pay more, giving you back your time while significantly increasing your income. While results depend on your effort and implementation, many tax professionals using our framework have gone from earning under $5K/month to consistently making $25K/week by attracting high-value clients.
Is this event really free, and will I need to invest in expensive tools or software afterward?
Yes, this event is completely free to attend—no catch! Our goal is to show you the value of this approach so you can decide if it’s the right fit for your business. While we’ll introduce you to tools and systems that simplify offering advisory services, there’s no obligation to purchase anything. You’ll have the flexibility to choose what works best for your business without any pressure.
What if I have questions or need help after the event?
We’ll provide follow-up resources and options to get additional support if you need it. You won’t be left wondering what to do next.
Only 100 Seats Available — Secure Yours Before They're Gone!
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