Our guest on this episode is Karensue Matthews. Join us as she shares her inspiring story of starting her tax and accounting business at a camping ground picnic table in a new state after a new baby and divorce.
Our guest on this episode is Terre Crisman. Join us as she shares her amazing story of life change and deciding to be a positive person for her clients.
Our guest on this episode is Beth Lynn Kelly, Tax Chick. Join us as she shares her journey from lawyer to actress to tax professional.
Executive sales trainer David Reeser visits the show to take the fear out of selling. He shares his thoughts on the mindset required to have helpful sales conversations without fear. We discuss his Victory Mindset concepts and get to role-play a sales conversation that follows a 4-Step process anyone can follow in their business.
This week, we continue the series on our journey through all 9 steps of The Pronto Path. Step 5 is called Acceleration: earning a profit that makes a meaningful positive impact for our personal freedom and lifestyle. This step sees people either succeeding or watching the wheels start to come off.
Andy Frye has come out with how you as a tax professional can survive this new tax law that has recently been passed.
Every summer tax preparers have a fantastic opportunity to solidify their relationship with their clients. Email them and say Thank you! Update them on any relevant tax law changes. Let your clients know you are there for them.
