I'm just getting started!

Hey family, 👋🏽 We’re in Q4, which means the countdown to tax season is officially on. The question is… are you going to wait until January to start scrambling, or will you set yourself up NOW to win big? 👉🏽 That’s why I decided to offer something powerful: ✅ Tax Software (your main tool to file returns) ✅ Coaching & Training (so you don’t just have the software, you know exactly how to use it, get clients, and make money) 💡 The best part? It’s insanely affordable to get started — as little as $99 to launch your tax business. And let’s talk numbers for a second 👀: - 100 returns × $400 avg. fee = $40,000+ - 300 returns = $120,000+ - 500 returns = $200,000+ That’s the income potential sitting on the table. 🚀 All it takes is starting small: your laptop, your phone, and the right system. 📈 You don’t need a storefront or a huge investment — just the decision to start TODAY. I just dropped your Tax Software Setup + Training in the classroom. That’s step one. If you’re serious about making this your season, lock in now. Winners prepare in Q4. Losers wait until January. Drop a 💼 in the comments if you’re ready to get started! Get Started Today! https://www.skool.com/iam-tax-accounting-u-5290/classroom/d18903e1

Here’s how to fix it in 15 minutes. 3 Steps to Streamline Onboarding: 1. Create a welcome email template with links to your intake form, required docs list, and scheduling link. 2. Store it in your email system (Gmail Canned Responses or Outlook Quick Parts). 3. Send the same structured email to every new client instead of rewriting each time. Template Example: Subject: Welcome to [Your Firm Name] 🎉 Hi [Client Name], We’re excited to work with you! ✅ Please complete this intake form: [link] ✅ Upload documents here: [secure link] ✅ Schedule your kickoff call: [Calendly link] Talk soon, [Your Name]

Big Announcements Today! You dont want to miss what is on the way! See you on the call!

Welcome to IAM Tax & Accounting University — we’re excited to have you! If you ever feel unsure about where to start, have questions about the program, or just want some guidance on what path to take… Book your free Welcome Call 👇 📅 Schedule Here This is your chance to: ✅ Get a personal walkthrough of the platform ✅ Ask questions about courses, tools, or strategy ✅ Get clarity on which path best fits your goals 💡 Pro Tip: Members who schedule a welcome call typically get results faster and feel more confident navigating everything we offer. Let’s make sure you’re set up for success from Day 1!