I’m co-hosting a free training with Ashley Gunther, who’ll be breaking down the exact business model that helped her earn 5-figures in funding commissions 💰Wednesday November 12, 2025 at 8pm EST/ 7pm Central. Meeting link is on the community calendar. We’re showing you how to become a funding referral partner — and get paid every time your clients get approved. Here’s what we’re covering: ✅ The funding programs your clients are already searching for ✅ Ashley’s proven system (and the content to promote it) ✅ Who’s actively seeking capital to close out 2025 strong 💪 If you’re serious about expanding your income streams and helping your clients access real funding options — don’t miss this one.

Whether you’re out trick-or-treating with the kids, passing out candy, or just vibing in your costume take a moment to enjoy you today. 🕸️ You’ve been grinding, building, and showing up every day now it’s time to have some fun. 🧡💀 Drop your costume pics, spooky snacks, or Halloween fits below; let’s see who’s winning Best Dressed this year! 🕷️🩸

How I Personalized ChatGPT to Stop Being a “Yes-Man” (and Start Being My Sharpest Partner)

If you’re not using ProWeb’s Customer Portal, you’re working too hard. 🧩 Old Way: Print. Chase. Repeat. 🚀 New Way: 1. Enter return in ProWeb 2. Click Customer Portal 3. Send invite (text/email) 4. Client signs from their phone 5. Done ✅ 📎 Bonus: Use this to deliver & collect Consent to Use + Disclosure Forms = IRS compliant + refund advance ready. 🔥 Pro Tip: Add portal setup to your intake automation and cut your follow-ups in half.

Let’s be honest too many tax firms skip this step and end up paying for it later 😩. An Engagement Letter isn’t just paperwork it’s your first line of defense for protecting your firm, your license, and your peace of mind. 💼 Why It’s a Non-Negotiable: ✅ Defines everyone’s role — no confusion about who does what. ✅ Spells out fee splits and payouts — eliminates “I thought I got…” conversations. ✅ Keeps your firm compliant — aligns with IRS standards, due diligence, and Circular 230. ✅ Sets the tone for professionalism and brand consistency. ✅ Shields your business assets — from your software license to your EFIN. 🧾 What Your Engagement Letter Should Cover: 1️⃣ Scope of Services 2️⃣ Compensation & Payment Terms 3️⃣ Confidentiality & Data Security 4️⃣ Compliance Responsibilities 5️⃣ Duration & Termination Policy 6️⃣ Ownership of Clients 7️⃣ Signatures & Effective Dates If you’re building your team this season whether it’s EROs, partners, or PTIN holders make sure this is part of your onboarding. Your Engagement Letter is more than a document; it’s the structure that keeps your business running smooth and your brand protected. 💪🏾