from tax preparer to advisor

Converting Compliance Clients to Advisory Services During Tax Season

Virtual Workshop

Another tax season is upon us. Don’t let this one be as stressful as the last one.

Are you ready to deliver more value to your clients while growing your practice?

This is where you start!

What you'll LEARN:

  • Building the advisory practice of your dreams
  • It starts with confidence and mindset
  • Converting current compliance clients to advisory
  • Onboarding and closing new advisory clients​
  • Discovery calls to engagement letter process​
  • Intro to pricing advisory services​

Join Mark J. Kohler’s on demand Workshop for an exclusive 2-hour training designed to help you convert compliance clients into loyal advisory partners.

Featured In

MSN
Wharton University
The Wall Street Journal
USA Today
Forbes
Go Banking Rates
Bloomberg
FOX
NBC
Entrepreneur
Yahoo! Finance
CNBC

Why This Workshop?

Client-Focused Training:

Actionable strategies tailored to help you connect with your clients’ needs.

Expert Insight: 

Learn directly from Mark J. Kohler: The #1 CPA, Attorney, and Tax Advisor in the nation.

Results-Driven Frameworks:

Gain tools you can implement immediately to enhance your practice and client relationships.

Who is this Training for?

CPAs, EAs and Tax Professionals who are suffering from or feel:

  • Inconsistent cashflow
  • Lack of actionable tax strategies for clients
  • Burn out with compliance
  • Not respected
  • Underpaid for what you're worth
  • Isolated with no community
  • No path forward
  • Imposter syndrome and/or lack of confidence

BOTTOM Line

Your clients need more than a tax preparer...they need a quarterback! A trusted advisor who can help them fulfill their goals of building generational wealth and establishing financial freedom. Mark J. Kohler believes YOU can be that advisor!

It won’t happen overnight. Becoming a seasoned advisor will take time and dedication, but once you’ve achieved your certification…you’ll see what makes it all worthwhile with:

  • 80+ Advanced Tax Strategies
  • Access to Valuable Resources
  • A Supportive Network of Fellow Advisors
  • Higher Earnings
  • Fewer Clients