Next Training Class is September 20th.
Next Step Getting To The Business
As your next step, I’d like to invite you to schedule a one-on-one call with me. During this session, we’ll discuss these main topics.
Marketing
Outline your marketing plan to attract clients
Goals
Set clear, realistic goals for the upcoming tax season
Question
Answer any questions you may have as you begin your training and preparation
Schedule Your Call
Schedule a personal session with Amber Murphy of AD Financial Services to discuss your marketing plan and set clear goals for the upcoming tax season.
“You’re not just preparing taxes, you’re creating trust, impact, and opportunity with every client you serve.”
Onboarding Recap
Thank you for completing onboarding! To help you review and stay on track, we’ve made the full Onboarding Presentation available for download.
Stay Updates
Downoad the Telegram App
All updates, reminders, and resources will be shared there. Once you’ve downloaded it, we’ll send you the link to join our private group.