Mentorship & Consultation
NOT SURE WHICH PACKAGE IS RIGHT FOR YOU? Let's Talk!
This 1 hour consultation sessions is designed to help you determine which package is Right for you. The $99 (payment goes towards your the package of your choice.
In this call, we will review your current situation, discuss mentorship opportunities, outline your goals, and evaluate software deals.
​
For only $99
STOP STRUGGLING IN YOUR TAX OR SERVICE BUREAU BUSINESS AND JOIN OUR SERVICE BUREAU MENTORSHIP PROGRAM TODAY!
-
Your Experience & Goals -Whether you’re just starting or ready to scale, we’ll map out the best path for you.
-
Software Breakdown – No more guessing! I’ll walk you through each package so you know exactly what you’re getting.
-
Business Strategy – Choosing software is just the first step. Let’s talk about how to maximize your success.
-
Q&A Session – Got questions? I’ve got answers!
-
Overview of Different Tax SoftwareOptions
​​
I’ll walk you through the top software choices, explaining the pros and cons of each so you can make an informed decision.
​
-
Key Features Based on Your Business Size & Services
Whether you’re just starting out or scaling up, I’ll help you identify the must-have features that will best support your workflow and clients.
​​
-
Cloud-Based vs. Desktop Software
Considerations
​​
We’ll discuss the differences between cloud-based and desktop solutions, so you can decide which one aligns with your business model, budget, and efficiency needs.
One Click away from booking a 1-on-1 CONSULTATION call with CEO
Stop guessing and start implementing! Follow these 4 steps to book your 1-on-1 strategy session and get expert guidance on launching, growing, and streamlining your tax business.
1. Purchase your 1-on-1 Consultation Session
2. Fill out the Business Review Questionnaire
3. Schedule your One-on-One Coaching Session
4. Prepare for the coaching session at your scheduled time.