We run the marketing for your tax firm to bring in business owners looking for paid tax planning.
30 minutes with John on Google Meet.
These testimonials are from my sales coaching work with agency owners.
Our tax-firm marketing service is run through RevLab.
We start with the planning services you offer and the business clients you want. We also discuss how much new work your firm can take on.
We run your marketing around the paid tax planning services your firm wants to bring in more work for.
Your firm meets the business owners, explains its planning service, and decides which clients to take on.
We'll go through the planning work you want more of and who handles new enquiries at your firm.
Book a consultation
I'm John Logan. I've spent more than 10 years in sales and reviewed hundreds of real conversations. I work with US tax firms through RevLab.
When we speak, we'll go through the planning work you want more of, who handles those meetings, and whether your firm has room for new clients.
This is for established US CPA and EA-led firms already selling paid tax planning. You'll need someone to conduct the meetings and capacity to take on new business clients.
The planning services you sell, the clients you want, who handles new enquiries, and how much work your firm can take on.
We handle the marketing. Your firm handles the tax planning conversations and the client work.
Established US CPA and EA-led firms that already offer paid tax planning and have room for new business clients.
Your firm does. You assess the business owner's needs, explain your service, and decide whether to take them on.
30 minutes with John on Google Meet.
Tax firm growth consultation
30 minutes with John