1-on-1 Consultation Call with CEO

Get direct access to the CEO in a private, one-on-one consultation where you can talk through your goals, ask questions, and get honest, personalized advice. This isn’t a generic call, it’s a real conversation focused on where you are now and how to get where you want to be. Whether you're just getting started or ready to grow, this is your chance to get the clarity and direction you need to move forward with confidence.

What's Included?

  • Social media marketing strategies

  • Offline marketing strategies

  • How to start a successful Tax business

  • Branding your business strategies

  • Effective operating systems

  • How to build a Team over 100 Tax Professionals

  • Planning for the season strategies

  • How to grow your business to 6-figures

  • Business strategies

  • How to create a successful Service Bureau Business

  • How to build a strong team

  • How to build effective system and process

  • Contract and Agreements

  • How to build and train your team

  • How to automate your business

  • How to expand your Services Bureau Business

  • How to train your virtual assistance

  • How to recruit new partners

  • Recommend Tax Courses

  • How to create an online university

  • How to set up your company payroll

  • Pick the CEO Brain

  • Q/A

How to get started?

STEP 1 :

Begin your journey by selecting the tax package that aligns with your business vision and goals.

STEP 2:

Secure your spot by reviewing and signing the agreement to officially join.

STEP 3:

Set up a personalized onboarding meeting to outline your business objectives and set expectations for success.

STEP 4:

Equip yourself with the essential tools, strategies, and insights to build and grow a successful tax business.

STEP 5 :

Launch your tax business, take the final step toward entrepreneurship by opening your tax office.

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