Hey Everyone, I'm flying out to Scaling New Heights Confernce tonight. Call is Canceled. I will be bring back all the sauce to share with you, so make sure you are on the next call to get the notes.

Good Evening! How is everyone doing?

That's where they get it wrong. From now until December is the best client-acquisition window all year. Tax planning sells itself right now because there's still time to lower the client's 2026 bill. And cleanup work is sitting in every messy QBO file in your market. In last night's call I broke down exactly how to land both, even if you have zero clients right now or just finished a season of tax returns. Here's what we covered: How to spot a planning or cleanup client before you ever pitch The 6-play cold-start playbook to get your first clients with no existing list How to mine the returns you already filed for bookkeeping, cleanup, and planning revenue The 3 questions that tell you in 30 seconds if someone's a fit Copy-paste outreach scripts, pricing anchors, and the cleanup-to-retainer close I also dropped the full playbook as a sheet you can work straight through. Watch the recording here: https://www.loom.com/share/1c9f7257e9994b5782dcaa6f0c4819ee Grab the playbook here: https://docs.google.com/spreadsheets/d/1w83u2O86rfDbUuiNWJDcxQrW6QxJH5irBlzzdYh-3NM/edit?usp=sharing

Join now! https://us06web.zoom.us/j/88539681426

Our weekly call is started. Hop on the call if you have any questions. https://us06web.zoom.us/j/88539681426