Money-Making Monday – December 15th
Good morning, Tax Pros!
We’re officially in the final stretch before tax season, and how you move this week matters more than ever.
This is the week to stop planning and start executing.
💡Tax Pro Focus:
By now, you should be confident in:
✅ Your PTIN status
✅ Due Diligence CE credits
✅ Filing statuses & credit basics
✅ Your intake and document request process
If any of those feel shaky, this is your moment to tighten them up.
🧠Mindset for the Week:
“Prepared professionals don’t panic — they perform.”
You don’t need to know everything.
You just need to be organized, compliant, and consistent.
📝Task for This Week:
Choose ONE thing to finalize before Friday:
- Client intake checklist
- CRM automation or tags
- Bank product process
- Team training outline
- Client communication templates
Finish it. Don’t half-do it.
💬Check-In Question:
What is the ONE system you’re locking in this week?
Drop it below 👇🏾 and let’s hold each other accountable.
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Money-Making Monday – December 15th
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