Good morning Tax Pros welcome to December 1st! We’ve got 30 days left in 2025 to tighten up, finish strong, and step into 2026 with confidence and systems in place. “Don’t count the days — make the days count.” This is the season of alignment, not panic. Everything you do this month from communication to consistency sets the tone for how your next tax season starts. 🔥Tax Pro Tip: ✔️Use the first week of December to re-engage your past clients. ✔️Send a warm-up message reminding them you’re preparing for the 2026 season and offering early access or priority booking. 💡 Example message: “Hey [Name], hope your holidays are off to a great start! I’m getting ready for 2026 tax season, would you like to lock in your spot early for January filing?” 🧾Task for the Week: ✔️ Update your CRM with 2024 clients ✔️ Create or refresh your tax season waitlist form ✔️ Schedule your first 3 promotional posts for December ✔️ Double-check your EFIN, PTIN, and bank product setup 💬Discussion Question: What’s one thing you’re committing to finish strong this December? Drop it below ⬇️ Let’s close 2025 like the bosses we are. 💪🏾

Stop letting chaos cost you money. If your "system" is a bundle of duct-taped tools leading to missed clients and an overwhelmed team, you're not scaling—you're guaranteeing headaches. You need structure. This High Level CRM Setup Series is a strong, direct breakdown of the exact automated pipeline structure a tax firm needs. We meet M/W/F and are covering: • Workflow Basics: Building a clear pipeline. • Email Automation: Setup messages in minutes. • Lead Capture: Turning leads into booked clients. • Backend Cleanup: Making your CRM team-ready. • Smart Auto-Replies: Getting time back. Start the series by attending to the live training here in SKOOL Monday 11/17, Wednesday 11/19, & Friday 11/21.

🚨 Tax Pros & Entrepreneurs — Want to Add a 5-Figure Income Stream Without Selling Anything? Join my free webinar where I’ll show you how to offer funding as a referral partner — and get paid every time a client gets approved 💰 We’ll cover: ✅ The top funding programs your clients are begging for ✅ Proven ways to market (we even give you the content) ✅ Who’s actively seeking capital to close out 2025 strong 💪 This is your chance to add a new revenue stream and help your clients access real funding options — the right way. 📅 Spots are limited — comment “WEBINAR” below or DM me for your invite link.

Hey Tax Pros, I hope you all are having a great day so far! I’m so excited to announce that the Payroll course is available in our classroom 🥳🥳🎉🎉 Let me know what other courses you all will like added

We’re officially in the countdown the last day to file returns is 10/15! 🔥 If you’ve still got a few clients left, make sure you finish strong so you can slide into the holidays stress-free and proud of your grind. Now let’s talk growth 👉🏾 What is it that you want to learn next? Where are you struggling right now in your business? This is the perfect time to be honest with yourself and your mentor, so we can build around your blind spots before tax season hits full swing. 💡 If you received access to the free course, I hope it’s giving you some real relief and clarity as you tighten up your foundation. Keep showing up for yourself — consistency is the real secret weapon. 💬 Affirmation of the Day: I’m open to learning. I finish what I start. I’m building a business that lasts.