What the Growth Center covers
✓Client acquisition playbooks
How to find and win clients for a tax office, step by step. These teach the approach. They do not supply clients.
✓Referral promotions
How to build a referral programme your existing clients will actually use.
✓Tax office marketing
Offers, promotions, and paid social advertising written for tax offices rather than for business in general.
✓Team training
Material you can put in front of new staff, including tax return exercises for practice.
✓Office automation
The processes worth automating in a tax office, and how to set them up.
✓Business growth resources
Pricing, operations, and the decisions that come with adding preparers and locations.
Launch
Included with the Launch program
The full curriculum is included with the Launch program. Everything here teaches how to build and run a tax practice. Results depend on your own market, effort, pricing, and business decisions.
Seven modules covering foundations, branding, mindset and goals, marketing, operations and sales, and working like a professional
A bonus module on tax advantages and record keeping
Practical material rather than theory
Written for owners who are newer to the industry