Onboarding & Set-up
- Analysis of current individual tax prep practice. (Sorting, niches, pricing, low-hanging fruit)
- Introduction and vetting of outsourced team members.
- Establish conversion process, resources, responsibilities, etc.
- Assist with initial conversions, as needed
- Ongoing Support
- Video training library for TPs
- Video library for clients of TPs
- Sample letters, emails, phone scripts for TPs
- Daily support of outsourced team members
- Weekly recorded training sessions with TFT team members and other TP subscribers
- Phone consultations (extra charge) with TFT founder, David Spence, CPA, CFP, CLU, PFS
- Slack channel for subscribers’ questions, issues, success stories and best practices
- Pricing*
- Monthly subscription $1,500 (Per Month) (4 Month Minimum)
- Private consultation by phone $ 250 (per hour)
- *Pricing is subject to change without notice.
