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Growing to Six Figures as a Preparer

Scale from solo preparer to a real, growing tax firm.

Fri, October 30 at 8:31 PM CDT 90 minutes Live on Zoom

About this class

For preparers already filing returns who want to grow. We cover marketing that works in tax season, hiring and training preparers, adding bank products, and building repeat client revenue.

What you'll learn

  • Marketing that fills your schedule in January
  • Hiring and training your first preparers
  • Adding bank products and extra revenue lines
  • Systems that keep clients coming back
How you'll join: your Zoom link is emailed to you right after you register, along with a calendar reminder. You'll get the link again the day before class.

Your seat

$499

Limited to 25 students