A complete training guide on how to start, grow and scale your virtual tax and accounting business to 7-figures.
This training book covers:
- Setting up your tax and accounting firm from incorporation to entity election.
- How to hire and manage a team
- How to price your services (taxes, bookkeeping, tax resolution, tax planning, and cfo services)
- How to have sales calls and close clients over the phone or zoom
- How to deploy various marketing strategies (social media, offline, direct response, mail, etc)
- How to brand yourself (social media, website)
- How to deal with difficult client situations (refunds, mistakes, miscommunication, etc)
- How to set up and run your virtual practice management (onboarding, workflow, offboarding)