LET'S TALK STRATEGY!

Have questions about the software packages or need clarity on the best fit for your tax business? Book a consultation call with me to get expert guidance tailored to your needs. Whether you’re launching your tax firm or expanding your service bureau, I’ll help you explore your options and provide insight to move forward confidently in this industry.

WHAT WE WILL DISCUSS DURING THE 1-ON-1 COACHING CALL :

  • Social media marketing strategies

  • Offline marketing strategies

  • How to start a successful Tax business

  • Branding your business strategies

  • Effective operating systems

  • How to build a Team over 100 Tax Professionals

  • Planning for the season strategies

  • How to grow your business to 6-figures

  • Business strategies

  • How to create a successful Service Bureau Business

  • How to build a strong team

  • How to build effective system and process

  • Contract and Agreements

  • How to build and train your team

  • How to automate your business

  • How to expand your Services Bureau Business

  • How to train your virtual assistance

  • How to recruit new partners

  • Recommend Tax Courses

  • How to create an online university

  • How to set up your company payroll

  • Pick the CEO Brain

  • Q/A

Copyright 2025. Kimmy’s Financial Services . All Rights Reserved.