You’re probably thinking, “No way! My banking partner knows their stuff and has YEARS of experience.”
But here’s the truth.
No matter the experience or credentials…
Most Banks are generalists and lack the technology and time to create a strategy that retains and brings in new business each year.
How do I know that?
Well, because that used to be me. I used to have accounting, tax, & financial consulting clients of every size in all different kinds of industries.
But one day, I had an epiphany...
I realized that instead of waiting for banking partners to adapt to new times, I needed to become a bank and solve problems for tax preparers like myself.
First I focused on removing All Junk Fees.
Then, I started shifting some of the workload to help tax pros become more attractive.
We brought back Refund Advances, after they were banned for YEARS.
We created a process that lets you go Virtual with absolutely ZERO effort.
And most recently, we’ve created a marketing library that contains a variety of professionally designed content that you can use to advertise your tax services.
All with just the click of a button...
I know how difficult it is to be at the top of your tax game, and also manage the little details of owning a small business.
That’s why I now dedicate my company to serving small tax business owners at every stage of their growth cycle.
And here's the thing...
When you look at how some banking partners offer assistance with refund transfers or advances, they simply have the technology in place to allow the service to happen.
Don’t you think they should feel a bit responsible with helping you grow that aspect of your business?
This is where I see the biggest disconnect...
They expect tax pros to figure it out, and think that some posters or banners on their storefront will have people pouring in...
When in reality you're overwhelmed with managing an entire business, and all you really want to focus on is Taxes.
Most tax preparers don't have the resources, individual marketing plans, or simple workflows in place to ACTUALLY grow their tax business every year.
AND it's time that we change that.
That's why I decided to write my latest book...
