We start a new seven week series every November with a set of calls and webinars that walk our members step by step through the “Tax Season Gear Up” material. Each week we cover a section of the training and help you build a map of what you’ll be doing with the public and what’s coming up 2/3 weeks out. We cover marketing, web design, social media, staff training, answering the phone, converting the tax clients to financial planning prospects, using “What If” tax returns and much more.
These are thorough, detailed, step by step instructions that a new tax office owner can follow without being overwhelmed. All of this content can also be found in manuals and videos in the cloud for 24/7 self-education, but we walk you through every step of everything just to be sure you got it…..join us in November and December for this great series.
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Tax Prep Back Office
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CPA Tax Bank