Tax Planning | Chief Financial Officer | Wealth Management
Scaling & Profitability Secrets
Scaling & Profitability Secrets
From The Fastest Growing Accountants, Bookkeepers, EAs & CPAs [5 Case Studies]
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From The Fastest Growing Accountants, Bookkeepers, EAs & CPAs [5 Case Studies]
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Changing The Lives Of Tax, Accounting, & Wealth Management Professionals
Join the 8,937 entrepreneurs who are helping small business owners save money on taxes, increase sales and profit, protect their assets, and grow their wealth!
212.2k
Community
8.7k
Customers
14
Textbooks
Why Tax, Accounting, & Wealth Management?
It starts by actually helping clients with....
  • Revenue (volume, units, & price)
  • Cost of Sales (variable & fixed)
  • Gross Profit
  • Operating Expenses
  • Net Profit
  • Taxes
  • Post Tax Net Profit
  • ​Asset Protection
  • Business Valuation
  • Retirement
Yes, AccountingTax.com was created so regular tax & accounting firms could add high value, advisory services...

That completely transform the client experience so you can increase sales, with fewer clients and finally grow your company the right way.

Let me show you how it works:

Acquire, Convert, Retain & Expand Relationships

AccountingTax.com is a practice development methodology that changes the way You acquire, convert, retain, and expand client relationships.

Metrics & Client Conversion Methodologies

Metrics & methods to get clients that are ready to buy, pay upfront, and are grateful for the service you offer.

Visualizations To Highlight Your Value

Visual systems to show clients the value & price them an a way that actually makes the client money.

Strategically Designed Client Experience

Design a client experience that provides MASSIVE value to clients while alleviating pressure on delivery, and expanding profit margins.
Acquisition
Get Leads & Appointments 
We acquire clients using Cadences, Assessments, & Pilots to engage small business owners with high revenue, high income, and investable assets.
Conversion
Get Prospects To See The Value & Pay Higher Prices
Sales Decks (400 slides) and Pricing & Packaging that has changed the paradigm...
Retention
Onboard, Deliver & Impact Plans To Retain Clients
Yes, here at AccountingTax.com, we are focused on helping our Accounting & Tax professionals do the hard things that get results...
Expansion
Get Clients To Pay More Every Year
Upsell: “Present An Existing Client With A New Opportunity” 

Re-Package: “Combine Components For Higher Net Profit”

Renegotiate: “When It’s A Bad Deal That Won’t Budge, Increase Price”

Commissionable Services: “Let Others Fulfill And Take A Referral Fee”
The prices shown here are examples of the process you would undergo within our program in order to analyze and restructure your current value proposition and price services for your clients. 
Need To Know MORE About What AccountingTax.com Can Do For You?
See More Detailed Information Below About These Powerful Industry Shifts 
And How It Can Help Transform Your Firm:
Client Journey
Own The Client Experience
Stages, Pivotal Points, Metrics, Templates, And A Proven Process Through Every Stage Of The Client Experience
Health Dashboard
Gain Control Of Your KPIs
Track Appointments, Show Up Rate, Close Rate, Profitability, Capacity, and Pricing Per Client All In One Place.
Partner With Us
Add Wealth Management
Become One Of Our Wealth Management Partners And Add Insurance & Investments To The Firm.
Stages, Pivotal Points, Metrics, Templates, And A Proven Process Through Every Stage Of The Client Experience.
Track Appointments, Show Up Rate, Close Rate, Profitability, Capacity, and Pricing Per Client All In One Place.
Become One Of Our Wealth Management Partners And Add Insurance & Investments To The Firm.
Tax Planning
Reduce Taxes
The core strategies you either missed, or don’t get paid for:

Deductions
Legal Entity
Retirement
Insurance
Loopholes
Tax Cuts & Jobs Act
Advances

Show The Value

Price One-Time, Quarterly

Package: Planning, Implementation, Preparation
Deliver In Days

Upsell Into Additional Offers
Wealth Management
Protect Assets & Grow Wealth
Refer out insurance and investments and take a commission (no license needed in 11 states for certain services)

Become - Add Wealth Management to the business, pass the SIE, Series 7, 66, Life, Health

Transition - Existing Advisor? Become A Partner.

We’ve partnered with one of the Top 10 Broker Dealers in the country to provide you with World-Class Wealth Management Advisory you can add to your firm.
Chief Financial Officer
Increase Revenue & Profits
The core strategies you either missed or don’t get paid for:

Deductions
Legal Entity
Retirement
Insurance
Loopholes
Tax Cuts & Jobs Act
Advances

Show The Value

Price One-Time, Quarterly

Package: Planning, Implementation, & Preparation
Deliver In Days

Upsell Into Additional Offers
Refer out insurance and investments and take a commission (no license needed in 11 states for certain services)

Become - Add Wealth Management to the business, pass the SIE, Series 7, 66, Life, Health

Transition - Existing Advisor? Become A Partner

We’ve partnered with one of the Top 10 Broker Dealers in the country to provide you with World-Class Wealth Management Advisory you can add to your firm
 ↑ Revenue (volume, units)
 ↓ Cost of Sales (variable, fixed)
 ↑ Gross Profit
 ↓ Operating Expenses
 ↑ Net Profit
 ↓ Taxes
 ↑ Post Tax Net Profit
🛡️Asset Protection
 ↑ Wealth
 ↑ Business Valuation
 ↑ Retirement

Become their financial confidant.

Forward Looking Statements

Coaching & Accountability

Annual Agreements, Remote Engagements.
 ↑ Revenue (volume & units)
 ↓ Cost of Sales (variable & fixed)
 ↑ Gross Profit
 ↓ Operating Expenses
 ↑ Net Profit
 ↓ Taxes
 ↑ Post Tax Net Profit
🛡️Asset Protection
 ↑ Wealth
 ↑ Business Valuation
 ↑ Retirement

Become their financial confidant

Forward Looking Statements

Coaching & Accountability

Annual Agreements & Remote Engagements
Why have 8k+ accountants chosen AccountingTax.com?
Hear Directly From Our Clients...
Meet Fred
Meet Tiffany
Meet Boris
Meet Julie
Meet Cindy
Meet Alex
Meet Doug
Meet Jeff
Meet James
**Testimonials shown are real experiences from paying clients of AccountingTax.com. The sales figures stated above are my clients sales figures. Their results are not typical and I am not implying that you will duplicate them. Your results will vary depending on your experience, effort, education, business model, and market forces beyond our control. Additionally, we don’t believe in “get rich” programs – only in hard work, adding value, building a real and professional career, and serving others with excellence and consistency. Our programs are intended to help you build a successful accounting career on your own whether it be through getting an accounting job or starting/growing your own accounting practice. Our programs take a lot of work and discipline just like any worthwhile endeavor or professional continuing education program. Please don’t enroll in our programs if you believe in the “money for nothing get rich quick” myth or ideology; we only want serious people dedicated to real professional development who want to add value and move humanity forward. We cannot and do not make any guarantees about your ability to get results or earn any money with our ideas, information, tools or strategies. We are not familiar with your background and, besides, you are the one that ultimately controls the results you want to achieve from our programs. Nor do we offer a “business-in-a-box”, a business opportunity, or a franchise opportunity. We want to help you achieve your goals by giving great content, direction, and strategies. You should know that all products and services offered by our company are for educational and informational purposes only. Nothing on this Site, any of our other websites, or any of our content or curriculum is a promise or guarantee of results or future earnings, and we do not offer any legal, medical, tax or other professional advice. Any financial numbers referenced on any of our sites are illustrative of concepts only and should not be considered average earnings, exact earnings, or promises for actual or future performance. Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. To learn more about our terms and conditions, please click this link here.
Want to learn more about how we work together with the AccountingTax.com community? 
Check out the free training from Andrew Argue, CPA below!
Scaling & Profitability Secrets
From The Fastest Growing Accountants, Bookkeepers, EAs & CPAs 
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AccountingTax.com has achieved positive results for its clients, but the revenue figures and successes of our top clients are not typical. Because past performance is not a predictor of future success, you may have more or less success depending on many factors, including your background, experience, work ethic, client base, and market forces. Material discussed is meant for general illustration and/or informational purposes only, and it is not to be construed as investment, tax, or legal advice. Although the information has been gathered from sources believed to be reliable, please note that individual situations can vary. Therefore, the information should be relied upon when coordinated with individual professional advice. Additionally, at times we may discuss the law or new and pending legislation. Please know our understanding of it is constantly changing, and you cannot and should not rely upon us for legal, financial, or accounting advice.