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Tax advisory

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Course curriculum

1. Onboarding and Fullfillment
2. Client Communication Template
3. Onboarding document Questionaire
4. Alvaro Tax Plan (Real Client example)
1. Assessment Agreement
2. Year Plan Agreement
3. NDA
1. Discovery presentation
2. Annual Program Pitch
3. Pitch and follow up calendar
4. 5 Figure Virtual Workshop Presentation (Presentation Framework)
5. 5 figure virtual Workshop Presentation (Short Form)
6. Fullfillment presentation for success Manager
7. New Lesson
1. RoadMap Creating a Tax Plan
1. Booking Page
1. Agusta Rule tracker
2. Accountable plan tracker
3. Cost Segregation Calculator
4. Fullfillment Calculator
5. Fulfillment process
6. Annual Program Deliverables
7. Tax strategy database
1. Escape the Rich trap webinar
2. Top 7 Strategies VSL
3. Top 30 Strategies for business Owners
1. 7 Figure Firm
2. Tax advisor Hiring Matrix
3. Hiring Matrix
1. Foundation of a Program-Based Tax Advisory Practice
1. General
2. Agusta Rule To do
3. Hiring Kids To Do
4. Accountable Plan to do list
5. REP/STR Client To-Do's
1. Tax plan meeting
2. Facebook Instant Form Campaigns
3. Email Template for Clients Who Didn't Sign-up
4. Marketing 7 Figure Firm (EVENT)
5. Value Stacking
6. Social Media
7. The Referral Engine

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