Inside the

THE TRIPLE THREAT TAX TOOLKIT

Booked & Bossed in Training — The PTIN Playbook for Your First 50+ Clients

Beginner-friendly, step-by-step guidance for new PTIN holders. Start right, stay organized, and get your first 50 clientsusing simple systems, clear pricing, and consistent visibility.

What you’ll get inside (step-by-step):

PTIN-first roadmap: what to do after you get your PTIN so you’re ready to serve.
Business setup basics: name, email, calendar, bio, banner, and profile setup.
Brand consistency checklist so people recognize you everywhere.
Client intake system with document checklist and smooth onboarding steps.
SOP for serving a client from first contact to filed return and thank-you.
Pricing starter guide (W-2 and Schedule C) with confidence talk tracks.
Goal math: turn income targets into client counts you can hit weekly.
Customer service playbook to earn trust, reviews, and referrals.
10 visibility moves to get seen online and in your local community.
Simple scripts for DMs, texts, and emails to book appointments fast.
First 50 clients plan with daily actions (1–2 clients/day pace).
Organization methods for files, signatures, tracking, and follow-ups.
Beginner compliance basics to protect your work and reputation.
Mindset activators: confidence, consistency, and bold outreach.
Retention starter kit for rebooking and building year-over-year growth.

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Booked, Bossed & Banked— The ERO Playbook to Run a Profitable Tax Office

An advanced, operations-level guide for EROs and service bureaus who want to scale to 350, 1,000, even 5,000+ clients—without chaos. Learn to lead teams, install systems, maximize bank products, and grow profit with CEO clarity.

What you’ll get inside (step-by-step):

ERO foundation: approval path, office setup, and compliance mindset.
Due-diligence mastery: documented review flow, credit eligibility checks, and recordkeeping standards.
8 essential systems (intake, processing, payment/bank products, social, referral, follow-up, training, quality).
Pod-based org model to scale smoothly (intake, preparers, QC, signing, client success).
Capacity math and staffing ratios to plan 500–3,000+ returns with confidence.
Leadership cadence: daily standups, midday triage, end-of-day metrics, weekly ops review.
SOP stack & checklists from lead → intake → prep → QC → 8879 → e-file → rebook.
Email scripts for onboarding, updates, approval, rebooking, and reputation management.
Text scripts for document chasing, signature reminders, and gentle follow-ups.
Pricing & packaging for profit (tiered offers, add-ons, upsells).
Bank product playbook to streamline fee collection and improve cash flow.
Team coaching path (30-60-90) to ramp new preparers fast with quality.
KPI dashboard: leads, conversions, average fee, rework rate, referral rate.
Retention & rebooking system so next season is filled before it starts.
Service bureau roadmap to expand, mentor preparers, and earn overrides.
30-Day Client Explosion Challenge to triple numbers with focused action.

Result: a firm that is organized, systemized, and profitable—run like a true CEO, not a stressed technician.

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Booked & Busy— The Marketing Guide to 10x Your Tax Business

The definitive marketing playbook for tax pros who want more leads, more bookings, and more revenue—fast. This guide shows you exactly how to 10x your visibility, 10x your referrals, and 10x your client count with simple, daily actions that compound.

What you’ll get inside (step-by-step):

A complete client-attraction blueprint (online + offline) to flood your pipeline.
Target audience mapping: who you serve, where they are, and how to reach them.
Brand consistency system: name/handle alignment across Facebook, Instagram, TikTok.
Daily posting schedule with best times and content prompts for 30+ days.
High-converting DM scripts for Facebook, Instagram, and follow-ups.
Text message templates to turn contacts into clients in minutes.
Email scripts for re-engagement, rebooking, and special offers.
Facebook Groups strategy: how to deliver value, build authority, and convert.
Paid ads quick start: simple $5–$10/day setup and optimization approach.
Offline marketing plan: flyers, yard signs, salons, barbers, realtors, car lots—where and how.
Referral machine: build a $50 referral program + tiered rewards that scale.
Visibility checklist: how to be seen daily without feeling overwhelmed.
Engagement playbook: comments, DMs, and stories that spark conversations.
Offer framing & CTA guide so people act now, not later.
Momentum tracker to measure posts → conversations → bookings → revenue.

Result: a repeatable system to produce a massive amount of clients, strengthen relationships, and grow your company on command.