Mark Kohler shows tax preparers how to build a retainer-based advisory practice instead of drowning in seasonal compliance work. The model uses fewer clients, monthly recurring revenue, and weekly training on advanced tax strategies. He's offering a free 15-minute segment of a bootcamp on May 7th.
Chapters
Are you an accountant, CPA, enrolled agent, tax preparer, burned out with compliance? Another crazy tax season behind you? Frustrated? Wanting to know if there's a way out? Well, there is. There's a path. And you know that path leads to the promised land of advisory services. Now, I'm not going to tell you you can build a tax advisory practice overnight or that you're not going to have some compliance. But there's a model and you can form that model around your practice. Making it the size and providing the types of services you want. I had an accounting firm for 15 years with incredible partners, and I cracked the code on how to do it. I still have an advisory practice, but I also built a program. I created a system that was affordable and effective to help other accountants in the industry build their own advisory practice. You can truly have fewer clients on an annual retainer paying you monthly, which means consistent cash flow. Weekly trainings with other experts on legitimate strategies, street-smart tax strategies that actually move the needle. Clients that pay you more for that knowledge and bringing it all together. A network with access to investors and business owners where you don't have to pay for leads. And finally, have a community of like-minded accountants all wanting the same thing. I know what you're going through. I truly do. Please join me on May 7th for a 2-hour class, a bootcamp on how to build a tax advisory practice. Come for the first 15 minutes. It's free. If you don't like it, you can leave. But I promise you, I will be sharing information that can change your entire trajectory. Information's below. I'll see you there.
