The Tax Pro's Money on the Table System for Year-Round Revenue

A step-by-step system that turns your existing client list into an ATM machine

Just $37!

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The Client Video Conversation Scripts

Special one-time offer, only $27!

A ready-to-use swipe file you can take and tweak that will elevate your tax prep deliverable into a "wow" client experience.

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You will not be charged for this purchase, but if you choose to make an optional purchase later, this card info will be used to complete that transaction!

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    In this workshop, we show you how to:

    • Fill your post tax season calendar with billable work.  

    • Massively elevate your tax season deliverable without spending more than 10 additional minutes per file. 


    • Introduce future service needs to your clients (all while reducing the number of emails, phone calls, and questions after you deliver the client's tax return).


    • Clearly distinguish your tax prep service from all other billable work (in a way that eliminates client pushback about additional fees).


    • Feel confident in following up with clients with the "Fearless Follow Up"  process.

    Walk away with a ready-to-implement plan and easy-to-use tool to capture and track future revenue-making opportunities during tax season and turn them into real revenue post tax season.

    Don’t Go Through Another Tax Season Without This System!

    Tax Season is THE best (and perhaps only) time you will have in the coming months to implement this revenue-generating system.

    Here's what you have in store when you purchase this workshop:

    • The "Money on the Table" System Overview.   
      Increase your confidence that the system will work for you. There's more than "just theory" here. It's all about converting great customer service into real cash flow.


    • The Opportunity Identifier Tool.
      Turn your technical tax review process into a future cash machine.


    • Effortless Future Revenue Tracker.  
      A super simple spreadsheet tool that will leverage your time outside of tax season and instantly convert opportunities into cash flow. 


    • Client Video Conversation Demo.  
      See the walkthrough in action, takeaway your favorite pieces and make them your own.


    • Best Practice Tips and Tricks.  
      Use this guide to drive better client connection, install confidence, and eliminate questions that waste precious time.


    • Screen Sharing Tech Walk Through. 
      This tutorial has been specially created for the non-tech tax pro. You will be up and running in under 15 minutes.  


    • Online Scheduling Tool Set-Up and Walk Through.
      Create your "Save Your Sanity" scheduling system.


    • Step-by-Step "Work Your MOTT" Process.
      Stop second-guessing how to convert your MOTT opportunities to money in the bank -- all without feeling salesy. 


    • BONUS: Q+A Session Recordings
      Listen in to one of the 7 recorded Q+A sessions for even more tips for implementing this system into your tax practice!

    • Total payment
    • 1xThe Tax Pro's "Money on the Table" System$37
      -+

    All prices in USD

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