The Profitable Accountant newsletter. Each month, mailed directly to your home or office, the latest tactics and strategies for marketing your services and operating more efficiently. This is a $59/mo value.
Monthly live Q&A calls. Get all your tax firm marketing and practice management questions answered during live calls each month with Dan Henn, CPA and Jassen Bowman, EA. No questions? No problem! Learn from other members' questions on these lively, interactive 2-hour sessions. Dan & Jassen normally charge $250-$540 per hour for consulting.
Gold Marketing Library. See examples of successful, proven letters, postcards, call scripts, and more. Plus, complimentary social media content that you can just copy and paste. Value: $997
Unlimited representation CPE webinars. Each month, we present a number of live CE/CPE webinars. From Basic through Advanced, learn practical application of IRC, IRM, Rev Procs, and more to effectively represent your clients. IRS, NASBA, & TSBPA approved. Value: $895/yr
Tax Resolution Templates. Engagement letters, client response templates, IRS communication templates, and more to use in your practice. Value: $395
Video Vault. See detailed, step-by-step marketing demonstrations and details of real life marketing tactics that are generating leads and clients today for other tax professionals around the country. Value: $995
Complimentary marketing critiques. Receive expert feedback on your own marketing materials. Improve response rates and conversions by implementing small tweaks to your existing marketing materials, offers, web pages, and more. Value: $540
Complimentary access to the Tax Firm Growth Blueprint. Normally $397, this is a comprehensive introduction to a completely new way of thinking about attracting the right kind of clients into your practice, consistently and with intent. training program shows you the ins and outs of building a successful IRS Collections Representation practice.
Complimentary access to the Authority Positioning Toolkit. Normally $297, this toolkit will drastically simplify the process of establishing yourself as the "go to" tax expert in your local area.
With your Tax Marketing Gold membership, we'll send you an additional $694 in free bonus gifts! Membership in our professional trade associations won't provide you with anywhere near these resources for a similar price. Even better, at the low price of only $97 per month, your membership literally pays for itself for a full year with just one new high-end tax prep client, a single lien withdrawal client, or a single tax planning appointment.
In addition to an unconditional 30-day Money Back Guarantee, you may cancel at anytime -- there is no long-term contract.