You made a power move. This community is built for EROs, tax agents, and financial firms who want a clear plan, tight systems, and real accountability to hit $100K+ânot somedayâŚthis quarter.
Who this is for
⢠EROs building a profitable office (in-person or virtual)
⢠Tax agents ready to charge premium rates and stop guessing
⢠Financial firms adding credit, funding, bookkeeping, or tax resolution
What youâll build here
A six-figure engine: pricing that makes sense, a pipeline that stays full, delivery thatâs clean, and a team/system that doesnât crumble under volume.
đ 10-Minute Quick Start
1. Post your intro (in the comments below) using this template:
Name / Company:
City/State:
Main service(s):
Avg. ticket (now) + target price:
Past 30-day revenue:
90-day revenue target:
Top 3 bottlenecks:
Team size / roles:
Software youâre using (GHL, etc.):
What you want from this group in the next 30 days:
1. Watch the Orientation (pinned in Classroom).
2. Download the Skool app and turn on notifications.
3. Pick your track (see below) and start the first lesson.
đŻ Choose Your Track
⢠Track A â ERO Owner: pricing, recruiting, splits, compliance, office SOPs, marketing & lead flow, daily ops dashboard.
⢠Track B â Tax Agent: niche, offer, scripts, DM/field prospecting, closersâ calendar, return quality, upsells.
⢠Track C â Financial Firm: packaging credit + funding + bookkeeping + tax, fulfillment SOPs, retainers, referrals, and partnerships.
Start with your trackâs Module 1: Six-Figure Foundation in the Classroom.
đ
Weekly Rhythm (how we move)
⢠Monday: Target & pipeline review (post your numbers in Wins & Accountability).
⢠Tuesday: Live Office Hours with Tanya â bring 1 bottleneck, leave with a play.
⢠Wednesday: Marketing Power Hour â swipe copy, content prompts, and offers.
⢠Thursday: Systems & SOP Clinic (GHL, intake, automations, compliance).
⢠Friday: Scoreboard & Wins â celebrate, adjust, and set next weekâs goal.
(If the time changes, the event in Classroom will always be right.)
đ Your Six-Figure Math (pick one and commit)
⢠Path 1 (pure tax): 200 returns à $500 average fee = $100,000.
⢠Path 2 (blended): 120 returns Ă $700 = $84,000 + 20 funding clients Ă $800 = $16,000 â $100,000.
⢠Path 3 (retainers mix): 100 returns Ă $600 = $60,000 + 20 bookkeeping clients Ă $200/mo Ă 6 mo = $24,000 + 40 credit repair starts Ă $400 = $16,000 â $100,000.
Post which path youâre taking under Wins & Accountability. No mystery mathâjust execution.
đ Classroom Order (donât skip steps)
1. Orientation & Success Path
2. Pricing & Packages Calculator
3. Offer + Niche Sprint (Positioning)
4. Pipeline Setup (GHL Snapshot + Forms + Stages)
5. Lead Gen: DM Scripts + Content Playbook
6. Sales: Calendar, Call Flow, Objection Rebuttals
7. Delivery: Intake â QC â E-file / Service SOPs
8. Scale: Team Roles, Splits, KPIs, Compliance
(Youâll see templates, scripts, trackers, and SOPs attached inside lessons.)
đ§° Assets Inside (look under âDownloadsâ in Classroom)
⢠Pricing & Offer Calculator
⢠Commission/Agent Split Tracker (ERO)
⢠Client Intake + Engagement Letter + SOP bundle
⢠30-Day Content & DM Script Pack
⢠GHL Snapshot: Tax/Credit/Funding pipelines
⢠Sales Call Outline + Close Sheet
⢠Weekly KPI Dashboard (plug-and-play)
đ How to Get Help (fast)
1. Search first (keywords).
2. Post in Questions with context, screenshots, and the step youâre on.
3. Pull up to Office Hours for live fixes.
Use tags so we can route you faster: #sales-help #systems-help #marketing-help #compliance
đ§ž House Rules (non-negotiable)
⢠Results culture. Bring numbers, not vibes.
⢠No client data leaks. Redact or donât post it.
⢠No spam. Pitches only in approved threads.
⢠Be coachable. Try the play before you tweak the play.
⢠Compliance first. We do premium, not messy.
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Accountability & Badges
⢠âSix-Figure Sprintâ badge: Hit your posted weekly KPIs for 4 straight weeks.
⢠âAll-Starâ badge: Attend trainings for 3 months + pass 2 quizzes + share one verified case study.
đ Your First 7 Days (checklist)
⢠Day 1: Post intro + watch Orientation.
⢠Day 2: Lock pricing with the Calculator.
⢠Day 3: Launch your lead form + calendar (GHL).
⢠Day 4: Publish 1 offer post + send 20 DMs with the script.
⢠Day 5: Book 3 calls; practice the Close Sheet once.
⢠Day 6: Deliverable SOP review; set your QA checklist.
⢠Day 7: Post your numbers in Wins & Accountability (calls booked, shows, closes, revenue).