BUILD A PRODUCING TAX TEAM & SERVICE BUREAU
Stop recruiting PTIN holders who never produce and EROs who don't have volume. Learn how to build the systems, recruiting process, and training academy that creates a high-performing tax team.Â
For 3 DAYS -Â I'M SHOWING YOU THE EXACT FRAMEWORK TO GETTING OVER 18K FUNDED RETURNS!Â
Join for Only: $97 $499
WHAT YOU'LL GET
Day 1: Build Your FoundationÂ
Before you recruit anyone, your business has to be ready. You'll build your SOPs, workflows, policies, resources, contracts, automations, leaderboards, and support staff on DAY ONE! This is where most people mess up at and only do it when it's about to crash and burn.
Day 2: Recruit High-Producing PTIN Holders & EROs
Stop hoping people find you and scraping for leads in facebook groups. Learn how to create a recruiting system that consistently attracts quality contractors and where to find them. We'll dive into the funnel strategies, how to generate leads, webinars, challenges, the whole strategy behind how I was able to generate producing offices without burnout.
Day 3: Turn Recruits into Producing Team Members +Â Create Your Tax AcademyÂ
We'll get into how to onboard with structure and how to train once anduse it forever. We'll create training curriculums, training resources, your leadership structure, and how to train people into being confident, producing preparers/EROs.Â
Bonus 30 Day Accountability Groupchat: Don't just have the vibes of the class without putting the play down. After the class is over you'll have 30 days to run it with me as your coach.
Bonus 30 Day: Systems & Tech Behind it all! Deep Dive into My Completely Automated Back Office -Â
