ONE-ON-ONE : CONSULTATION CALL WITH CEO JANICE

30 minutes Consultation

This is your moment to finally get the clarity, confidence, and strategy you need to grow your tax business the right way. In just 30 minutes, we’ll break down what’s holding you back and map out real, actionable steps to move you forward. Whether you’re launching, scaling, or feeling stuck in the middle this call is designed to meet you where you are. We’ll cover everything from marketing and branding to systems, SOPs, recruiting, and CEO-level insights. You don’t have to keep figuring it out alone. Let’s get intentional, focused, and put a plan in place that actually works. You’re building something powerful, this call helps you step into it.

KEY AREAS WE'LL FOCUS ON:

  • Social media marketing strategies

  • Launching a successful tax business

  • Offline & online marketing tactics

  • Identifying your target market

  • Expanding your tax business

  • Branding & refining your image

  • Selecting the right operating system

  • Creating Standard Operating Procedures

  • Tax season preparation

  • Growing your business to six figures

  • Business development tips

  • Recruiting strategies

  • Recommended tax courses

  • CEO insights

  • Open Q&A for tailored advice

WHERE TO START?

5 SIMPLE STEPS TO GET STARTED

Step 1
Purchase
Purchase your one-on-one coaching session to secure your spot for personalized advice/guidance.
Step 2
Fill Out Questionnaire
Provide essential details about your business to get the most out of the coaching call.
Step 3
Prepare
Gather any relevant documents or questions to maximize the coaching session.

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