Date: Tuesday September 12, 2023 1:30 PM AZ Time
and Wednesday, September 20, 2023 11:00 AM AZ Time

Sign up here

Welcome to Intuit Tax Advisor.

Since you are new to Intuit Tax Advisor, we would like to invite you to a special hands-on and interactive workshop, How to Confidently Present Your 1st Tax Plan!

If you're like most firm owners, you're feeling overworked, underpaid, and dread having sales conversations with your clients about your services and your fees.

But what if you could systematically increase your revenue by knowing how to confidently present your tax plans, have a premium pricing model where you get PAID FIRST before doing any work...while also charging MUCH higher fees and working with ONLY your ideal, high-value clients?

In this presentation, you’ll get the 5 simple steps smart tax planners use to skyrocket their confidence, charge higher fees, get paid first and up front, and cut their work hours in half!

Here’s what you can expect

In this workshop, Michelle Weinstein, the distinguished creator of The Pitch Queen and The Abundant Accountant, will guide you through the process to confidently update your client services with tax advisory and get paid for your value. This session equips you with resources to confidently engage current clients in planning and advisory services, communicate tax saving strategies using Intuit Tax Advisor, and get paid for your expertise. The workshop fosters an intimate group environment, complete with dedicated coaches who offer hands-on assistance and direction. The objective is for you to depart with fresh abilities and knowledge that will distinguish you from your colleagues.

Click here to register for your workshop and mark your calendar!