3 Quick Revenue Wins This Tax Season
Webinar Details
Tax season is the best time of year to boost revenue. You're already talking to nearly every client on your roster. This workshop shows you exactly what to do with those conversations based on where your firm is right now.
Key Topics
- How to identify which phase your firm is in and what that means for your revenue strategy right now
- How to build a referral system that brings in aligned clients without spending money on marketing
- How to create an Early Access List during tax season so the right clients are ready to upgrade after April 15th
- How to document your workflows using Success Flags so your practice runs without you in the middle of everything
Will Hamilton
Founder
SmartPath.co
Additional Resources
Access the handouts mentioned in the webinar.
Presentation Slide Deck
The full slide deck from the workshop. Use it to follow along, revisit the three phases, or share the revenue win that applies to your firm right now.
1-Page Referral Guide Worksheet
A fill-in-the-blank template to build your own referral guide. Identify your ideal client profile, nail your value story, and give referral partners an easy way to send you the right people.
90-Second Early Access Script
A ready-to-use email or conversation script for planting seeds with the right clients during tax season. Use it to build your Early Access List before April 15th so you have a warm pipeline waiting on the other side.
Easy Client Outcomes Template
A swim-lane workflow template with columns for accounting, business tax, and individual tax. Identify the Success Flags that matter to you and start building a practice that can run without everything living in your head.
