Building A Tax Practice
Whether you are still planning or have taken the first steps - this course provides practical, actionable advice to help you create a tax practice that is satisfying and sustainable.
Not sure if this is the course for you? No worries. Take the free tour to learn more. And as a bonus, unlock a sweet discount when you purchase.
Welcome!
Getting Started
Planning
Philosophy
Finding The Right Clients
Trust Flows Both Ways
Is there An Ideal Client?
Initial Client Screening
Fees and Productivity
Walk Through of Fees And Productivity Worksheet
Potential Pitfalls
Is It Time To Part Ways?
EBook - Setting Up A Practice Basics