READY TO GROW BUT NOT SURE WHERE TO START? LET'S MAP OUT YOUR NEXT MOVE.

This 1-hour coaching session is designed to give you clarity on your next move. For just $99, we’ll review your current situation, discuss mentorship opportunities, outline your goals, and evaluate which TBE Tax Software package is the best fit for you.

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The best part? Your $99 payment goes directly towards the package you choose — so you’re not losing, you’re investing.

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WHAT WE'LL COVER IN YOUR 1-HOUR COACHING CALL
   •    Business Assessment & Goal Setting – We’ll start by reviewing where you are now and identifying the specific goals you want to reach, whether that’s launching, scaling, or restructuring your tax business.
   •    Finding Your Best-Fit Package – I’ll walk you through what’s included in each TBE Tax Software option and match it to your goals so you feel confident in your choice.
   •    Growth & Revenue Strategy – Beyond just picking software, I’ll show you how to use it as a tool to streamline operations, attract more clients, and increase profits.
   •    Maximizing Features for Your Business Model – From solo preparers to multi-preparer offices, I’ll highlight the features and tools that will best support your workflow and client service.
   •    Q&A + Action Steps – You’ll have dedicated time to ask questions, and we’ll wrap up with a clear step-by-step plan you can implement right away.