We don’t just run tax offices — we run them with order and structure. ✅ Today’s Task: Take time today to review your Back Office SOP (Standard Operating Procedures) and your Order of Operations for your team. Ask yourself: - Does everyone on the team know their role? - Is the order of operations clear from client intake ➝ prep ➝ review ➝ e-file ➝ follow-up? - Are there gaps that could cause delays or mistakes this season? 💡 Boss Tip: A smooth office runs on systems, not memory. Write it down, share it with your team, and make sure everyone can follow the same playbook. 💬 Affirmation of the Day: I lead with clarity. I run a smooth office. My systems create my success.

It’s the start of the week, and the question is simple: 👉🏾 What’s on your agenda today? 👉🏾 What do you need help with to move your business forward? This space is for accountability AND support. Whether it’s marketing, client outreach, compliance, or just staying consistent speak up. Somebody here has the gem you need. 👑 💡 Affirmation of the Day: I am resourceful. I am supported. I am building a money-making business.

This holiday season, reward your loyal clients and attract new ones with the December Loyalty Program from Refund Advantage. ✨ Give customers up to $500 in $25 increments, you decide who gets rewarded and how much. 💳 Funds are disbursed on the FasterMoney® Visa® Prepaid Card, which can be used throughout the year for shopping, bills, and more. 🎯 You know your clients best, so, you’re in full control of how loyalty funds are distributed. Make this December unforgettable for your clients by giving back while building stronger customer loyalty.

We’ve got 3 months left in the year and that means every move counts. Here’s your tax office tip to WIN today: 💡 Audit your client list NOW. Check in with folks who filed last year but haven’t opted in yet. A quick text or call can bring them back before tax season even starts. Don’t wait until January to reconnect — start warming them up NOW. 🔥 Remember: I am proactive. I am prepared. I am profitable.

Today’s reminder: 💡 I am disciplined. 💡 I am consistent. 💡 I finish what I start. Tuesday is the perfect day to push through the slump and prove to yourself that you can outwork your excuses. 👑💪