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New podcast! Hosted by Jeff Dolan and Andy Frye, Tax Pro Nation is the show for independent tax professionals, airing every Monday.

3 – Step 3 of The Pronto Path: Traction

The third step on The Pronto Path is Traction. In this episode, we walk through completing your first 50 tax returns for real clients. This step is exciting and where you see your efforts to activate your business start to work in the market. In this series, we are walking through the 9 steps of The Pronto Path. The Pronto Path is a career roadmap or framework to remove fear and doubt from the tax profession. If you’re wondering how to get from where you are right now to where you want to be as an independent tax professional, this show is for you!

Tax Pro Nation is sponsored by Pronto Tax School, Inc. Sponsored links include:

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Jeff Dolan & Andy Frye
Jeff Dolan and Andy Frye are your hosts for Season 1 of Tax Pro Nation.
Sponsored by Sponsored by Pronto Tax School

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  1. Love this idea and good for you to do it. One idea I would do is to send your show to rev.com and have them transcribe it for you so others can read it as well. Also makes it easy to turn your show into a book. They only charge $1 a minute too. (I have no affiliation with them, just use them for my videos and love the service)

    • Jeff Dolan

      April 16, 2018

      Thanks Steven. We purposefully held off on transcribing each episode to enable us to launch faster and first assess how much it helps independent tax pros. We will definitely keep it in mind for the future.

      In the meantime, we hope listeners enjoy the Time Jump feature that allows you to jump to the most interesting or helpful topics and the 1.5x and 2x speed feature that allows you to listen to an hour in half the time.

  2. OK… Good episode. The milestone of 50 clients is a good one… I did 50 returns my first season, so it is doable, but a new preparer will have to work it. It does take effort. Thanks for the reminder on the referral suggestion. It’s so basic yet we don’t always do it. I have been using it since listening to the podcast and a, committed to making it a business habit.!

    • Jeff Dolan

      April 16, 2018

      Congrats on hitting that milestone in your first tax season! It’s doable with effort. Great share!

3 – Step 3 of The Pronto Path: Traction