Tax Pros, Happy Friday! Come checkin in. How yall doing today? What you working on? What are your plans for this weekend? But any way, I’ve added for Freebies for tax pros on my site. www.theluxetaxprosuite.com

Let’s get your tax office out of your head and into an actual system. Grab your FREE Tax Office Workflows Kit…cc

Tax preparers: If your business depends on you remembering every follow-up, your system is already broken. Before tax season, set up one simple automated client workflow: 1️⃣ Inquiry received → Send an instant response with your booking or intake link 2️⃣ Intake submitted → Send a confirmation and document checklist 3️⃣ Documents missing → Trigger an automatic reminder 4️⃣ Return completed → Send payment and signature instructions 5️⃣ Return accepted → Send a thank-you message and referral request Automations don’t replace the personal touch—they make sure your clients receive consistent communication even when you’re busy preparing returns. Start by automating the ONE task you repeat the most. What part of your client process takes up the most time right now? Drop it below, and let’s talk systems.

Hey everyone! I’m Jasmine, the owner of Pretty Basic Consulting Co. I’m excited to be a part of this community and connect with other tax professionals. My goal is to help tax pros create additional income streams and build businesses that remain profitable, organized, and operational beyond tax season. Here are a few ways that I help other Tax Baddies: My Bookkeeping Suite helps tax professionals add bookkeeping as a year round revenue stream. You’ll learn how to structure your services, price your offers, onboard clients, and manage your bookkeeping business confidently. If you’re looking to start a credit business or add credit services to your existing business, I also provide the training, tools, and systems to help you get started the I offer customize GoHighLevel builds for tax, bookkeeping, and credit businesses including intake forms, pipelines, automations, workflows, and client follow-up systems. I also offer one-on-one strategy calls for tax pros, as well as mindset mentorship for tax teams that need support with building confidence, improving leadership, staying motivated, and working toward shared goals. If you’re interested, feel free to message me. Right now, I’m doing Name Your Price. If you’re interested, Name Your Price, and I’ll let you know if I accept or decline the offer. If declined, you’ll have one final chance to make an offer. I’m looking forward to learning, connecting, and growing with everyone here!

THIS IS YOUR SIGN TO START PROMOTING! Stop trying to market to EVERYBODY. Find your target audience and speak directly to those specific people! If you want parents → market to parents. If you want self-employed clients → market to entrepreneurs. If you want W-2 clients → create content they can relate to. If you want students → go where students are. Be intentional with your marketing! And whatever you do… DON’T STOP PROMOTING! The clients you want are out there, but they have to see you, remember you, and trust you BEFORE tax season gets here. Promote NOW. Stay consistent. Stay visible. Stay ready. Your next client could be watching your post right now! stop waiting to promote in October because that’s when everybody promote start making a name for yourself now