Increase Financial Position, Profit, Cash Flow, and Equity

How to Build a High Performance Tax Business Video Series

Building a tax business? Build a high-performance tax business.

High-performance tax businesses consistently increase their financial position, profit, cash flow, and equity.

How to Build a High-Performance Tax Business video series consists of seven sessions.

Overview

How to Build a High-Performance Tax Business presents a high-performance bookkeeping business.

A high-performance tax business requires more than bookkeeping skills.

It requires high-performance tax business organization, processes, and strategies.

Tax Business Plan

We provide you a sample business plan. You build your business plan as your complete each session.

Who Should Attend

Tax professionals who want to build a high-performance tax business.

Sessions

1. Building a High Performance Tax Business
2. Gaining a Competitive Edge
3. Increasing Revenue
4. Consistently Generating Clients
5. Increasing Productivity
6. Increasing Cash Flow
7. Retaining Clients, Increasing Client Revenue, and Generating Client Referrals

You receive a new session beginning Wednesday, January 28, 2026 and each Wednesday thereafter.

Money Back Guarantee

You can request a full refund prior to Session 2 - Gaining a Competitive Edge.