9 Step Onboarding Tax Clients Process to land Your DREAM Client

Buy my new tax preparation course :
www.remotecpai...
This video is about the onboarding process that can help you land your dream client and avoid nightmare clients. Follow my 9-step process to ensure a smooth onboarding experience.
9 Steps to Land and Onboard Dream Clients:
1. Discovery Call: Learn about the client and their business. Determine mutual fit, lead the conversation, discuss budget, and record the call.
2. Follow-Up Email: Send a personalized email referencing details from the discovery call.
3.. The Proposal: Outline pricing and timeline. Use a clean PDF (Canva is great). Be specific about deliverables and timelines.
4.Engagement Letter: Find a free example online or email me for one.
5. Request Prior Year Info & Current Tax Docs
6. Tax Return Preparation
7. E-file Signature
8. Billing
9.E-filing: Upload the final tax return and provide e-file confirmation.
Have suggestions? Leave them below. See you next week. Goodbye!
00:02:26 - Step #1: Discovery call
00:03:26 - Step #2: Follow up with highly personalized email
00:04:21 - Step #3: The Proposal
00:05:56 - Step #4: Engagement letter
00:06:35 - Step #5: Prior year info request and current year tax documents
00:06:58 - Step #6: Tax Return Preparation
00:07:11 - Step #7: E-file authorization signature
00:07:31 - Step #8: Billing
00:08:10 - Step #9: E-filing
00:09:02 - Tax Preparation Courses by Kat
Useful Links:
🌐 Website: www.remotecpai...
🌐 Cpaxcelarate Website : www.remotecpai....
📋 Enroll In My Course - Individual and Business Tax Preparation Bootcamp training for CPAs, EAs and Tax Preparers :www.remotecpai...
Contact info:
✅Email for any questions: [e-mail]
✅Schedule strategy call : www.remotecpai...
✅LinkedIn: kateryna--khalandach-cpa
Thank you
Kat
On my channel you can find videos on How to Prepare Tax Returns and Use Different Tax Softwares, including Drake, ATX, and Lacerte. My tax preperation tools will be useful for you and I'm here to help tax preparers navigate the world of taxes.
My E-mail: [e-mail]
#taxseason #taxseason2024 #cpa #taxsoftware #fillingtaxes #cpa #taxeducation #draketaxsoftware #howtopreparetaxes #lacerte #proconnect #cch #proseriestax #cpa #cpaeducation
My E-mail: [e-mail]
#taxes #taxsoftware #fillingtaxes #cpa #taxeducation #draketaxsoftware #howtopreparetaxes #cpa

[@izhardawer]

I wana work.

[@notsoboringcpa]

I will make sure to record a video how to get more work or a job as tax preparer. Thank you for suggestion!

[@alexkumarin4312]

Hi, my name is Alex I'm living in NYC and want to learn Individual and Business Tax Preparation Bootcamp training . can I contact you and get more info.tnx

[@notsoboringcpa]

Hi Alex! Great to hear from you! I offer different online courses on my website remotecpainla.com. Also, pleae email me at [e-mail] if you have any questions