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Practice Management Toolkit for Accountants

Do you feel scattered every time you get a new client?

Do you need to better organize and systematize your practice?

Do you lack processes, sample forms, and templates that would streamline your work?

If you answered yes to any of the questions above, then you’re in the perfect place to learn about our Practice Management Toolkit. It’s for accountants and tax professionals in small practices who need help developing systems and processes to make their business run smoother and more efficiently.

The Practice Management Toolkit consists of two major sections:

  • Nearly 100 forms, samples, checklists, and templates on client onboarding, marketing, pricing, service delivery, and staffing that you can use and save hours not reinventing the wheel
  • Training courses on practice management, technology, data entry automation tools, the high-performing practice, and staffing

You’ll have unlimited access to all of the materials in the Practice Management Toolkit through December 31, 2021, and a chance at year-end to renew at a reduced rate.

Once you introduce processes and procedures into your business, you can grow as big as you want to. Your business will scale and you can hire people or simply be more efficient yourself so that you can spend more time with your family and friends.

Join thousands of CPAs, accountants, and bookkeepers who have benefit from the program before you.