💼 Money-Making Monday — December 8th Check-In
Good morning Tax Pros!
We’re getting closer to the start of tax season, so let’s make sure the foundation is solid before January hits.
I hope by now everyone has:
✅ Renewed their PTIN
✅ Completed their Due Diligence CE credits
✅ Started building their VIP client list for next month
These are non-negotiables if you want to operate like a true professional this season.
🔥Why This Matters:
Your PTIN keeps you legal.
Your Due Diligence credits keep you compliant.
Your VIP list keeps you profitable.
This is the season where preparation becomes power.
🎯Today’s Task:
Add 5 more names to your VIP list — past clients, referrals, or strong prospects.
January is about filing…
December is about positioning yourself.
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💼 Money-Making Monday — December 8th Check-In
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