New 5-Step Training Reveals How To Choose & Implement The Perfect Automation Tool For Your Practice
Without feeling overwhelmed, wasting time on tools that are not a good fit, or missing important steps along the way
Our automation blueprint will show you:
- How To Create A Vision For Your Automated Tax Practice That Makes You Feel EXCITED About Your Business Again!
- Why Creating Automated Workflows Is The ONLY Way To Create More Profit and Time Freedom
- How To Easily Deploy Your New Automation Software BEFORE Tax Season Starts
- And So Much More!
Discover How Tax Pros, Accountants, And Bookkeepers Are Choosing (And Implementing!) The Perfect Automation Tool…Even If You Feel Stuck, Overwhelmed, Or Confused About How To Start
“HELP! I have NO Idea How To Start Automating My Practice!”
Picking the right automation tool for your practice is ABSOLUTELY possible. In fact, we designed this special training with you in mind…The busy Tax Professional who is TIRED of wasting time on complicated manual tasks and dreams about more profit and time freedom.
With our Automation Training Blueprint Plus BONUS Workbook, we’ve made the journey to automation that much easier.
In fact, we have clients who are starting to automate without:
ā Feeling confused or overwhelmed about what tool to pick or what features are the most important
ā Getting stuck in “analysis paralysis” and not making any decision towards automation at all
ā Trying to compare tools and/or features that have no business being compared to each other
Here's Everything Included:
ā
Our Step-By-Step Process For Picking The Right Tool The First Time
ā
BONUS Workbook Detailing How To Compare Tools, What Features To Look For, and How To Implement You Your Tool Of Choice
ā
How To Evaluate Your Current Tech Stack To Know What Is and Isn’t Working So You Make The RIGHT Move
ā Our EASY Method For Involving Your Team And Clients In The Decision-Making Process So That Everyone Comes Out A WINNER!
ā How To Explore New Tools And The MOST Important Features To Look For To Ensure Your New Tool Does EXACTLY What You Want It To
ā
The PERFECT Implementation Plan That Will Help You Stay On Track With Your Goal Of Automating Before Tax Season Starts To Ensure Your Team And Clients Are Ready.
ā A Powerful ROI Calculator To Understand EXACTLY How Much Money You’ll Save By Switching To An All-In-One Tool
ā Our Trademarked Profitable and Peaceful Practice Model To Determine WHAT Kind Of Practice You Have And HOW To Achieve Your Dream Practice
ā 10+ Thought Provoking Questions That Will Help You Uncover What Your Dream Practice Actually Looks Like
ā
A Powerful ROI Calculator To Understand EXACTLY How Much Money You’ll Save By Switching To An All-In-One Tool
ā
Our Trademarked Profitable and Peaceful Practice Model To Determine WHAT Kind Of Practice You Have And HOW To Achieve Your Dream Practice
ā
10+ Thought Provoking Questions That Will Help You Uncover What Your Dream Practice Actually Looks Like
ā
Access To Our Exclusive “Tax Pros Automations & Workflows” Facebook Group (Where You Can Discover Even More Automation Tips, Tricks, & Strategies!)
ā
And MUCH more!
We're Jamie & Jessica
Hi! We're Jamie and Jessica, the dynamic duo behind Workflows for Tax Pros.
With a combined 20 years in business, we've learned a thing or two about building successful, streamlined businesses that enable professionals like you to build lives they love.
We created this Tax Practice Automation Blueprint to help Tax Pros begin the exciting journey to automation!
In fact, 100% of Tax Pros who use our Tax Practice Automation Blueprint report less stress, anxiety, and overwhelm when choosing and implementing the right tool.
If you're ready to begin automating your business for more profit and time freedom (without creating more stress!)...
The Tax Practice Automation Blueprint is the PERFECT place to start!
Yes, I Want This Training!Check Out What Other Tax Pros Are Saying About Us
Believe us, we know how painful it can be to feel overwhelmed, stuck, or confused on how to start automating your practice.
With HUNDREDS of different tools and software out there to choose from, it can be daunting to know which is the RIGHT one for you.
The Tax Practice Automation Blueprint will give you the confidence and clarity you need to choose and implement a tool that meets your unique needs.
We’re even going to give you access to our Facebook group where you can see real-life examples of what it takes to build a streamlined and efficient practice. You’ll also be able to connect with like-minded Entrepreneurs who are ready to support you on your journey.
By the end of this training, you will have a crystal clear plan of HOW to implement your automation tool of choice so that you can FINALLY start enjoying more profit and time freedom!
Exactly What You're Getting:
ā In-Depth Training On How To Pick The RIGHT Automation Tool For Your Practice
ā Our Trademarked Profitable and Peaceful Practice Model To Determine WHAT Kind Of Practice You Have And HOW To Achieve Your Dream Practice
ā BONUS 4-Step Workbook Detailing How To Compare Tools, What Features To Look For, and How To Implement You Your Tool Of Choice
ā
A Powerful ROI Calculator To Understand EXACTLY How Much Money You’ll Save By Switching To An All-In-One Tool
ā
How To Explore New Tools And The MOST Important Features To Look For To Ensure Your New Tool Does EXACTLY What You Want It To
ā How To Evaluate Your Current Tech Stack To Know What Is and Isn’t Working So You Make The RIGHT Move
ā Access To Our Exclusive “Tax Pros Automations & Workflows” Facebook Group (Where You Can Discover Even More Automation Tips, Tricks, & Strategies!)
ā 10+ Thought Provoking Questions That Will Help You Uncover What Your Dream Practice Actually Looks Like
ā Our EASY Method For Involving Your Team And Clients In The Decision-Making Process So That Everyone Comes Out A WINNER!
ā The PERFECT Implementation Plan That Will Help You Stay On Track With Your Goal Of Automating Before Tax Season Starts To Ensure Your Team And Clients Are Ready.
ā And MUCH more!
HERE’S WHAT HAPPENS NEXT
This Automation Blueprint Training is FREE and you will receive instant access.
Once you place your request, you’ll get an email link with the training, the BONUS workbook, and access to our incredible Facebook group.
With lifetime access to this training, you can complete it anytime you’re ready. You can even come back to it later to refresh your memory on the many important topics revealed inside.
And yeah, in case you forgot…
This Blueprint works for ANY Tax Pro, Accountant, or Bookkeeper…That includes YOU!
We have seen HUNDREDS of Tax Pros see immediate results in their practice when they decide to STOP wasting time on complicated and manual workflows and let the power of automation FINALLY take the reigns.
It’s easy to get started and once you see your automated workflows and pipelines in action, you’ll wonder why you didn’t do this sooner!
Are You Ready To Choose And Implement The Perfect Automation Tool For YOUR Practice?
Click the button below to request the Tax Practice Automation Blueprint today and see for yourself how POWERFUL and life-changing automation can be.
We are SO grateful that you took the time to read this letter and can’t wait to see your automation transformation!
Cheers!