Tax Practice Management
Are you a tax professional looking to optimize your workflow, streamline your processes, and increase your revenue? Then join us for the Practice Management Master Class!
Led by tax practice management expert Demi Woodson, this comprehensive 8-week program covers all the important topics needed to build, grow, and scale a successful tax practice. From marketing and client acquisition to team management and technology, you will receive practical advice and guidance to help you achieve your goals.
Here's what you will learn
How to analyze where you are and where you want to go to build your personal roadmap.
How to set yourself apart from your competition with knowledge and expertise.
How to add value and services to create year-round income and stabilize the peaks and valleys of a seasonal industry.
How to decide where to set up your business and understand the benefits and pitfalls of your options.
How to set your fees to attract your ideal client so you are working smarter, not harder.
How to find new clients without a million-dollar marketing budget.
How to set up your processes and procedures to keep you compliant, efficient, and profitable.
How and when to build a team to expand your practice.
How to keep the preparation process streamlined to ensure you don’t let anything fall through the cracks.
How to keep your office and your client’s private information safe.
Our Comprehensive Program Also Includes
On-demand Zoom training
Weekly Zoom Q/A Sessions
Recordings of all the sessions
An online toolbox with over 45 years of forms, client handouts, and tools so you don’t have to recreate the wheel
A one-on-one consultation with Demi to talk about you and your practice and how to take it to the next level
Plus, you will receive personalized attention and practical advice to help you achieve your goals. Our program is perfect for anyone looking to optimize their workflow, streamline their processes, and increase their revenue.
Don’t miss out on this opportunity to learn from the best in the business.
Our Upcoming Class Dates:
August 13, 2023 – September 22, 2023
October 8, 2023 – November 17, 2023
December 3, 2023 – January 12, 2024
Here’s what some of our satisfied clients had to say.
Having Demi’s support and her as a resource to guide and assist me in dealing with my own practice management issues has far exceeded my expectations. Demi unequivocally pours herself into you to make sure you are getting the BEST support you absolutely need when you need it. Her agenda is completely my agenda. No up sales, just advising and coaching. My practice is already more successful having Demi as my practice management and business coach. Demi is absolutely walking in her gift. She is excellent in what she does and her students will absolutely benefit from her gift. No matter what your short or long-term goals may be, INVEST IN YOURSELF. You will not regret it!
I love the hands-on attention this program provides you. the investment I have made in taxes coaching is definitely helping me to change the direction of my current tax firm operations, to become more efficient and effective, increase revenues, and scale up. Words can not describe how grateful I am to be a part of this community. If you are wanting to learn about operating a successful tax business and learn the education component of taxes, hands down this is definitely the program for you. Make the sacrifice and invest in yourself today!