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!
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.
What you'll LEARN
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Building the Advisory Practice of your dreams
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It starts with confidence and Mindset
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Converting current compliance clients to advisory
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Onboarding and closing new advisory clients
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Discovery calls to engagement letter process
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Intro to pricing advisory services
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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:
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Inconsistent cashflow
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Lack of actionable tax strategies for clients
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Burn out with compliance
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Not respected
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Underpaid for what you’re worth
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Isolated with no community
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Imposter syndrome and/or lack of confidence
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No path forward
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
Higher Earnings
Fewer Clients
Access to Valuable Resources
A Supportive Network of Fellow Advisors
Bonus:
Get Certified $9,995