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Here is my Success Funnel for Entrepreneurs - 𝗛𝗼𝗼𝗸 𝗜𝘁𝗲𝗺 - Free Webinar and downloadable checklist “I Wish I Knew This Sooner” Guide with working with my CPA (business owners or individuals). www.TheAccountantYouCanUnderstand.com - 𝗜𝗻𝘁𝗿𝗼 𝗜𝘁𝗲𝗺 $𝟯𝟬 𝗨𝗽𝗴𝗿𝗮𝗱𝗲 – Pre-Sell book “Your Accountant Is Full of $.H.I.T. – Shortsighted, Hesitant, and Intimidated by Taxes.” - 𝗖𝗼𝗿𝗲 𝗜𝘁𝗲𝗺 – 1 Class or Group of Classes from the So You Started a Business Series ($45 - $190) on the GSCPA Website. • 𝗖𝗼𝗿𝗲 𝗜𝘁𝗲𝗺 - Upgrade to The Tax TranslatorTM Community ($99/MONTH). • Weekly: Short videos breaking down of tax news and money headlines – related to entrepreneurs • Monthly: Long video diving into specific issue members have been asking about or is an explanation of a tax myth. • Quarterly: Live members-only session that’s a workshop and Q&A • On-going: Checklists, guides, etc. - 𝗣𝗿𝗲𝗺𝗶𝘂𝗺 – Gap Analysis – you have a CPA, but maybe not the right one. I look at where you are and show you where the gap is.  Take the analysis and report to your existing CPA or I’ll help you find a better fit.  $2,497. LEAD GENERATION comes from speaking, podcast, newsletter, articles, etc Here is my Success Funnel for Accounting, Tax, and Bookkeeping Firm Owners - 𝗛𝗼𝗼𝗸 𝗜𝘁𝗲𝗺 - Free 45min Webinar and downloadable worksheets: The Task Sort Worksheet, The Ready to Grow Scorecard, and The Hiring Roadmap. - Intro Item 1 Class or Group of Classes from the What HR Can’t (or Won’t) Tell You series for them and/or team ($45 - $190) on the GSCPA Website. - 𝗖𝗼𝗿𝗲 𝗜𝘁𝗲𝗺 – 6 month Firm FoundationTM Program $800/month, $4,800 total.  Group coaching and training with other similar sized firm owners. Other programs focus on the sales cycle, scaling, and moving up stream.  None of them address HOW to do this. We give the tools, training, and approach to getting and training the right staff, what skills they need, and how to work ON the business even when client calls are still coming in.

Watched.

Aj - so noted, would be happy to have you! Be we'll pick a different day. The way the production team sets up, it's the same set up for the day - all in person, or all remote. This coming Monday is an in person recording. However, I have put you on the list of guests and will send you date options soon.