Welcome to Intuit Tax Advisor! We heard new users say they want more help to confidently present your tax advisory services to clients and get paid for your value.  

 

Here’s what you can expect

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!

This is NOT product training. To register for a course to learn how to create a tax plan using Intuit Tax Advisor, register for “How to Create a Tax Plan the Easy Way with Intuit Tax Advisor”  here https://proconnect.intuit.com/training/professional-webinars/ 

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 session includes your engagement with dedicated coaches who offer hands-on assistance and direction, to help increase your confidence selling your tax advisory services.  The objective is for you to depart with fresh abilities and knowledge that will distinguish you from your colleagues.