PUT YOUR PASSION TO WORK.
Welcome to the ERO Expansion Hub!
Where seasoned tax professionals come to elevate their expertise and amplify their business growth. Our comprehensive program is designed specifically for EROs looking to scale their tax businesses to new heights.
Coach with Ms Cat
Ms Cat will provide you:
- Expert Guidance
- Business Strategy and Growth
- Accountability and Support
Schedule your FREE 15-minute strategy session.
ERO PROGRAM
Ignite your entrepreneurial spirit with our esteemed ERO Program. Uncover a comprehensive roadmap to establish your very own tax firm from scratch. Gain exclusive insights, strategic tools, and invaluable resources that pave the way for your journey. Seamlessly navigate the path to becoming an Electronic Return Originator (ERO) as you harness the boundless potential of our academy's expert guidance. Your new venture starts here.
August - September: Foundation
During this phase, participants will focus on building the fundamental framework for their tax preparation business.
Setting Up Your
LLC
Understanding the process and legal requirements for establishing a Limited Liability Company (LLC) as the basis of your business entity.
Standard Operating Procedures (SOPs)
Developing documented procedures for consistent and efficient workflow. This ensures that tasks are completed uniformly, even as the business grows.
Virtual or Brick and Mortar Office Setup
Exploring the pros and cons of operating a virtual office vs. a physical office space. Understanding the requirements and costs associated with each option.
Getting Your EFIN
(electronic filing number)
Navigating the process of obtaining an EFIN, which is essential for electronically submitting tax returns to the IRS.
Setting Up Your Digital Presence
Establishing an online presence through a website, social media, and other digital channels to connect with potential clients and build credibility.
October - November: Team Building
In this phase, participants will shift their focus to building a capable and motivated team to support their tax preparation business:
Job Posting and Orientating:
Crafting effective job descriptions, posting job openings, and conducting effective onboarding to ensure that new team members understand their roles and responsibilities.
Hiring and Contracts:
Understanding the hiring process, conducting interviews, and creating employment contracts that outline expectations, compensation, and other essential terms.
Motivating Your Team:
Exploring strategies to keep your team engaged and motivated, such as performance incentives, recognition, and fostering a positive work environment.
Training:
Developing a comprehensive training program to equip team members with the necessary skills and knowledge for tax preparation and customer service
Ed Casey - Flat Fee Tax Academy Review
December - January: Marketing
This phase focuses on building a strong marketing strategy to attract and retain clients:
- Guerrilla Marketing: Exploring creative and unconventional marketing tactics that can generate buzz and draw attention to your tax preparation services within the local community.
- Facebook Ads: Learning to create and manage effective Facebook advertising campaigns to target specific demographics and reach potential clients.
- Setting Up Territories: Strategically dividing your target market into territories to optimize your marketing efforts and provide personalized services to clients.
- Marketing Tours: Organizing and conducting marketing tours or events to showcase your services to potential clients, local businesses, and community groups.
- Referral Program: Developing a referral program that encourages satisfied clients and partners to refer new clients to your tax preparation business. Creating incentives and rewards to motivate referrals and foster a network of supporters.
Service Bureau Program
How To Become A Service Bureau
Elevate your business prowess with our groundbreaking Service Bureau Program. Open the floodgates to a realm of opportunities as you delve into the intricacies of providing cutting-edge tax software services. From crafting personalized, branded software solutions from scratch to mastering the art of sales, you'll amplify your expertise and broaden your service portfolio. Gain the upper hand in the market as you revolutionize the tax software landscape. Your journey to becoming a successful tax software provider begins here.
Tracey Moore - Flat Fee Tax Academy Review
Total Set Up
Our program is designed to assist you in starting your service bureau. You'll receive personalized tax software with your own branding, a package to establish your company's identity, and all the training necessary to run your business smoothly.
Marketing Strategies
Not only do we provide you with the software, but we also teach you effective ways to explain your service bureau. We'll share practical strategies for marketing and sales that you can start using right away to attract more clients and grow your business.
Growth
Whether you're new to the service bureau world or already have an established one, our service bureau program is designed to help you achieve significant growth. We provide the tools and support you need to take your business to the next level.
Student REVIEWs
What Are Students Saying About Flat Fee Tax Academy?
FlatFee Tax Academy has been a life-changing experience learning how to build my own tax preparation services from the ground up. I am a stay-at-home mom and was looking for a business that I can run from home and have income coming in. I highly recommend this course to anyone who is looking for life-changing experience owning your own tax preparation services.
My name is Netta and I’m enrolled in Flat Fee Tax Academy. Ms Cat is my mentor. I can honestly say I’m glad I took a leap of faith to join Ms. Cat Tax Academy. She is very knowledgeable, Detailed oriented, in explaining what she teach. I’ve learned a lot from her academy. And I will highly recommend Flat fee Tax Academy HAND DOWN.
I came into the tax industry in 2015. I wanted to rebrand and level up. I was scrolling on Facebook when Ms. Cat's ad popped up. She is truly a blessing and I am very thankful that I chose to attend her tax academy. Anyone looking for a tax academy and to learn the right way to structure your business, join now, you will not regret it! Thank you for being so genuine, honest, and having the utmost integrity.
Tremekia Weston Review
Kyrstle Patterson Review
Allen Phillips Review
Flat Fee Tax Prep & Services
Learn directly from the tax experts on how to start your own tax firm from scratch using the 6 figure blueprint.
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