Hey y’all, it’s Ibe.I’m going live one last time before we officially close down this free group. I want to make sure everybody has a chance to: 1️⃣ Ask ANY questions you’ve had about taxes, bookkeeping, building your firm, or landing clients. Nothing’s off limits — I’ll stay on until every question is answered. 2️⃣ Get some FREE game on a strategy I’m actively using right now in my firm. Something practical you can take and use immediately to get clients, improve your workflow, or save time. 3️⃣ Understand what’s happening with this group moving forward. No surprises — I’ll explain how you can stay connected, get real support, and what options are available. JOIN NOW

Hey everyone — hope you’re all doing well. I wanted to share something important with you all. Over the past few months, I’ve been working hard behind the scenes to create a better learning experience and a more supportive environment for tax pros, bookkeepers, and accountants who really want to grow. To make that possible, I’m transitioning everything into one single community where I can show up consistently, deliver the best training, and support people at a higher level. Because of that, this free Skool community will be closing on NOVEMBER 24TH — 7 days from today. Nothing is happening right away — you still have a full week to ask questions, connect, and look around. I just want to give everyone a clear heads-up. 🌱 Why it’s moving This isn’t about limiting access — it’s about improving quality. I realized that spreading content across multiple spaces makes it harder for me to help everyone the way I want to. Consolidating into one community allows me to: - Show up more consistently - Offer more structured support - Provide clearer step-by-step training - Build a stronger, more engaged group of professionals My goal is to help as many people as possible grow their business… but to do that well, I need to focus on a space where I can give real attention and guidance. 🌟 Where everything is going All coaching, resources, templates, replays, and training will now live inside my main community: 👉 IAM Tax & Accounting University PRO Community $47/month or $497/year Includes a 7-Day FREE TRIAL This is where I’ll be: ✔ Hosting weekly calls ✔ Dropping new templates & scripts ✔ Helping you build your offer, niche, and pricing ✔ Guiding you with outreach + getting clients ✔ Providing structured pathways to grow your firm If you’ve been wanting more clarity, support, and accountability…this is the best place to get it. 🚀 If you want to continue learning with me You can start your 7-day trial here: 👉 Join Today

Welcome to IAM Tax & Accounting University — we’re excited to have you! If you ever feel unsure about where to start, have questions about the program, or just want some guidance on what path to take… Book your free Welcome Call 👇 📅 Schedule Here This is your chance to: ✅ Get a personal walkthrough of the platform ✅ Ask questions about courses, tools, or strategy ✅ Get clarity on which path best fits your goals 💡 Pro Tip: Members who schedule a welcome call typically get results faster and feel more confident navigating everything we offer. Let’s make sure you’re set up for success from Day 1!

Set client communication windows: Define two time blocks per day when you’ll respond to client emails or calls (e.g., 11 AM & 4 PM). Update your onboarding email: Include your response policy right up front — clients respect what you teach them. Use a Calendly buffer: Add a 15-minute “prep & wrap” window before and after every meeting to avoid overlap. Batch your admin tasks: Handle billing, file uploads, and messages at the same time each day instead of reactively. Stick to your system: The first week is hardest, but clients will adjust when they see consistent response patterns. Simple Template: Client Communication Policy: 🕒 Office Hours: Mon–Fri, 9 AM–4 PM EST 💬 Email Response Time: Within 24 hours 📅 Call Scheduling: Use [Calendly Link] 🚫 No weekend responses (unless pre-scheduled)

Create a simple CRM sheet (Google Sheets or Airtable). Add columns: Name, Service Needed, Date Contacted, Status, Next Follow-Up Date. Set a rule: Every lead gets followed up with 3 times in 7 days (Day 1, Day 3, Day 7). Write 3 short follow-up messages you can reuse: “Hey [Name], just wanted to check if you had a chance to review my proposal?” “Quick follow-up — do you still want to move forward this week?” “Last call before I close out my October onboarding spots — want me to save your seat?” Block 15 mins every morning for lead follow-ups. Color-code leads by stage: Red = cold, Yellow = warm, Green = closed. Example Template: 🧾 Lead Follow-Up Tracker -------------------------------------------------- | Name | Service | Contact Date | Status | Next Follow-Up | -------------------------------------------------- | Sarah J. | Monthly Bookkeeping | 10/18 | Warm | 10/21 | | Ahmed K. | Tax Strategy | 10/19 | Cold | 10/23 |