WHAT IS AUTOMATION?

Automation is the process of replacing the amount of hands-on time and effort required to operate your business with “set it and forget it” systems that run on auto-pilot.

 

HOW MUCH MORE COULD YOU AND YOUR TEAM ACCOMPLISH IF YOU WEREN’T SPENDING SO MUCH HANDS-ON TIME MANAGING SYSTEMS ON THE BACK END?

Here’s a snapshot of the endless possibilities at your fingertips when you incorporate automated systems into your business operations:

  • Have the TIME to make more money
  • Have the CAPACITY to accept more clients WITHOUT hiring more people 
  • Increased REVENUE from new clients who require less hands-on support
  • Have the ENERGY to put your efforts into other interests you have without worrying that your tax business is suffering!

DID YOU KNOW?

As the business owner of a tax firm, you (or your team) don’t have to be present for EACH STEP of your tax client’s journey with your office.

I know it’s a shocker because that probably hasn’t been your experience up to this point; however, IT IS POSSIBLE WITH SYSTEMS!

ARE YOU LOOKING TO STEP AWAY FROM THE DAY-TO-DAY OPERATIONS (tax preparation) AND FOCUS MORE ON MANAGING YOUR BUSINESS?

If so, you’ve reached a level where you know you can make more money, but you need the right system and ease of flow for your clients and team, so that you can lead a better life and be less stressed DURING tax season!

  • Are you spending countless hours pouring over tax returns causing you to work more IN your business vs. working ON your business?
  • Do you find yourself spending many hours manually collecting tax documents and payments from your clients? 
  • Have you experienced any of your tax clients “fall through the cracks” meaning, they didn’t have a satisfactory experience with your tax firm because of a lack of organization or team clarity?
  • Are you tired of your team always calling you when there is an issue because you don’t have a solid system in place that trains them properly on their job duties?

If you have experienced any of the above then it’s time to truly get your tax business in order!

 

LET THE TAX BIZ AUTOMATOR STREAMLINE YOUR TAX BUSINESS OPERATIONS AND GIVE YOU THE FREEDOM TO SCALE YOUR BUSINESS WITHOUT SACRIFICING MORE OF YOUR TIME OR RESOURCES:

 

THE TAX BIZ AUTOMATER INCLUDES:
  • Signature Tax Business workflow with SOPs that support automating your tax business processes from customer-facing to back-of-house functions.
  • System for automating tax business from onboarding to tax return delivery and follow-up.
  • Operations manual.
  • 12 months of done-for-you email communications to nurture and engage your tax clients year-round.

THIS SOLUTION = MORE TIME & MORE MONEY!