Turnkey Business Training

Learn How to Build Your Business

Building a planning-oriented business involves different challenges than building a tax-prep business. Fortunately, we’ve “cracked the code” to help you accomplish that goal. Our turnkey Business Development Center includes presentations to help you target the right markets for your new service, attract and retain higher-income clients, develop high-value client experiences, and eliminate cold marketing in favor of high-touch referrals.

What you get:

99¢ for the First Month of Basic Membership!

Try the first month of Basic Membership for 99 cents. This is not a trial, you get full access to all membership benefits. The regular price of $99 resumes after the first thirty days. Cancel any time. 

Basic Features

Basic features are available to all membership levels. Sign up to purchase Basic membership

Advanced Features

Advanced features are available to Advanced and Family Office Director members. Schedule a call to learn more about Advanced membership

Family Office Director Features

Elite features are only available to Elite members. Schedule a call to learn more about becoming a Family Office Director. 

Sign Up for The Briefs

Over 20,000 CPAs, tax professionals, and financial advisors subscribe to The Briefs. Subscribe now to receive expert insight on growing your business, links to the latest Tax Beat and Tax Tactics articles. You will also receive invitations to webinars, events, and special offers. Published weekly.