Money-Making Monday: New Month, New Momentum

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. 💪🏾

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