Train Your Successor
This unique training program shows you, step by step, what it takes to start and grow a successful tax business.
The tax and accounting industry is "graying" at a rapid pace. Many (if not most) of the top-performing tax business owners are at or nearing retirement age.
All of a sudden, it's time to put a succession plan into place.
Sell?
Hand off to the next generation?
Maintain ownership and have a key employee manage the operations?
No matter what your specific plans, there is a tremendous amount of anxiety that comes with "passing the torch." And, in truth, this anxiety is not unreasonable.
How many times do you hear of someone passing their business to a son, daughter, or key employee and then the business plummets and fails?
Our unique "Train Your Successor" training program helps tax business owners avoid the disasters that normally happen when you transition your tax business to new ownership.
Based on a true story, you'll watch live and in living color as third generation tax business owner Andy Frye passes the torch of leadership for the West Los Angeles Pronto Tax Office Location to new tax business owner Cynthia Fuentes.
The program includes detailed "Action Checklists" that show your successor, step by step, exactly what to do.
Some tax business owners have even used this program to "test" just how serious a successor is about doing what it takes to run a successful tax business.
After all, if someone won't go through this program and do the Action Steps, how likely is that person to do what's necessary to keep your tax business happy and healthy?
Anyone looking to transition a tax business--either getting into one, or getting out of one--can benefit from this unique training program.
This program will challenge and empower your successor and greatly increase the possibility of a successful transition of leadership for your tax business.
You can get started today and you'll have 365 days access to all materials so that you can work through the course at your own pace.
If you have questions about whether or not this course is the right fit for your needs, please feel free to contact our customer support team via email or call us (or text message us) directly (310) 422 - 1283.
Andy Frye, EA
Founder & CEO, Pronto Tax School
Introduction: Video Training
FREE PREVIEWCynthia's Homework - 1
Introduction to Tax Business Owner Training Program: Action Taker's Checklist
How to Make Money: Video Training
Cynthia's Homework - 2
How to Make Money: Action Taker's Checklist
Understanding Tax Clients: Video Training
Cynthia's Homework - 3
Understanding Tax Clients: Action Taker's Checklist
Community Engagement Essentials: Video Training
Cynthia's Homework - 4
Community Engagement Essentials: Action Taker's Checklist
Leading a Team: Video Training
Cynthia's Homework - 5
Leading a Team: Action Taker's Checklist
Sales: Video Training
Cynthia's Homework - 6
Sales: Action Taker's Checklist
Controlling Costs: Video Training
Cynthia's Homework - 7
Controlling Costs: Action Taker's Checklist
Technology: Video Training
Cynthia's Homework - 8
Technology: Action Taker's Checklist
Decision-Making: Video Training
Cynthia's Homework - 9
Decision-Making: Action Taker's Checklist
Mental-Spiritual Battleground: Video Training
Cynthia's Homework - 10
Mental-Spiritual Battleground: Action Taker's Checklist
Leaders Are Readers: Video Training
Leaders are Readers: Action Taker's Checklist
Time Maximization Techniques: Video Training
Cynthia's Homework - 12
Time Value Maximization: Action Taker's Checklist
Not Getting Sued: Video Training
Cynthia's Homework - 13
Not Getting Sued: Action Taker's Checklist