Running an accounting or tax advisory firm isn’t just about delivering quality work anymore. It’s about scale. It’s about retention. And it’s about finding a way to keep every advisor on your team aligned, motivated, and trained on real strategies that matter to real clients.
Practice owners and partners know the pain all too well: onboarding new associates takes time, and getting them all on the same page can feel like herding cats. Young professionals want training. Clients expect more. And most of the advice out there feels either outdated or out of touch with what business owners on Main Street actually need.
That’s exactly why the Main Street Tax Pro Certification – Enterprise Edition was built. It’s more than a course. It’s a turnkey training solution for your entire team—backed by trusted experts and designed to grow with your firm.
Why It Works for Firms—Not Just Individuals
Unlike other certification programs built for the solo tax pro, the Enterprise Edition is tailored specifically for Practice owners. You’re not just buying a training—you’re investing in your team, your systems, and your bottom line.
The curriculum includes 12 high-impact modules covering over 70 key topics—everything from small business tax planning to real estate strategies, crypto taxation, self-directed retirement plans, and entity structuring. Each section includes quizzes and exams to ensure your professionals aren’t just watching—they’re mastering.
And because this is more than technical knowledge, your team also gets access to a full mindset and performance coaching track—focused on billing confidently, managing stress, improving communication, and reaching production goals.
What’s Inside the Enterprise Certification
The program is delivered in three parts:
- Strategy & Technical Training
12 comprehensive modules packed with cutting-edge tax, legal, and financial planning strategies relevant to today’s small business client. Think: S corps, real estate, asset protection, crypto, retirement planning, and more. Quizzes and exams help ensure comprehension—and accountability.
- Mindset & Performance Coaching
Led by a Master Certified Life & Relationship Coach, these sessions help professionals improve client communication, set boundaries, manage stress, and adopt a healthy money mindset. It’s the soft skill training every firm needs—but few offer.
- Ongoing Support & Community
Weekly live training with Mark J. Kohler and guests, monthly mindset coaching calls with Patti Britt, and 24/7 access to a private, moderated community of enterprise members. Plus, firm owners get detailed accountability and attendance reports to track progress at every step.
Why Firms Are Turning to Enterprise
The results speak for themselves:
- Time-saving onboarding – No more reinventing the wheel every time you hire.
- Team alignment – Everyone trained on the same framework, with consistent messaging and strategic clarity.
- Higher employee retention – Advisors feel invested in, valued, and supported.
- Improved client satisfaction – Fewer errors, stronger client relationships, and a boost in advisory service sales.
Oh—and did we mention CE credit? Your team of pros can earn over 30 hours of self-study CE, with certificates and the MSCTA designation upon completion.
Scalable. Customizable. Proven.
Whether you have three advisors or thirty, the Enterprise License offers tiered pricing and scalable implementation. Firm owners can set the pace, choose benchmarks, and customize delivery timelines based on their team’s needs.
Each advisor gets their own login, access to desktop and mobile dashboards, and their own journey through certification—with the accountability and oversight firm owners need.
Bottom Line: It’s a Win-Win
This isn’t just another training platform. It’s an enterprise-ready, firm-first solution built for today’s challenges. You’ll be giving your team the tools, support, and strategy they need to succeed—while you scale your practice with confidence.
✔ Better training
✔ Stronger team culture
✔ Fewer client issues
✔ More billable advisory work
✔ Higher retention across the board
If you’re ready to build a sharper, more aligned advisory team—this is your next best move.
Build a Smarter, Stronger Firm—One Trained Advisor at a Time
Your firm’s growth depends on more than just new clients—it depends on a team that’s skilled, aligned, and confident in their value.
The Main Street Enterprise Edition gives you the blueprint to build that team.
From tax law to mindset, we cover it all—so you don’t have to.
The result is more confident professionals, higher client retention, and real momentum... across the board!
Schedule your FREE call with our supportive Enterprise Representative to see what’s possible for your team!
