Do you ever wish your tax pro communicated more? Had the time to help you get better at record keeping, understanding your taxes, or advice on your business? We recognize that clients need more from us, and that we tax pros stand in a unique position to advise our clients.
We're happy to work with bookkeepers so they can create clean, tax-ready books, and get better referrals. We're also happy to help business owners who do their own books level up.
Key benefits include:
- Monthly expert sessions on taxes and business growth
- Live "Ask Me Anything" events
- Strategies for enhancing the tax pro/bookkeeper relationship
- A judgment-free environment for financial and tax questions
- Business coaching for confident business decisions
- Tax Season Accelerator - how to prep for tax season
- Referrals and connections to trusted bookkeepers and tax pros for your niche
Whether you are running your own business or doing the books for one, you can get advice from friendly, experienced professionals.