Converting Compliance Clients to Advisory Services During Tax Season

WITH MARK J. KOHLER

Are you ready to deliver more value to your clients while growing your practice? This is where you start!

Building the advisory practice of your dreams

It starts with confidence and mindset

Converting current compliance clients to advisory

Onboarding and closing new advisory clients​

Discovery calls to engagement letter process​

Intro to pricing advisory services​

Client-Focused Training:​

Actionable strategies tailored to help you connect with your clients’ needs.

Expert Insight:

Learn directly from Mark J. Kohler: The #1 CPA, Attorney, and Tax Advisor in the nation.

Results-Driven Frameworks:

Gain tools you can implement immediately to enhance your practice and client relationships.

Your clients need more than a tax preparer...they need a quarterback! A trusted advisor who can help them fulfill their goals of building generational wealth and establishing financial freedom. Mark J. Kohler believes YOU can be that advisor!

It won’t happen overnight. Becoming a seasoned advisor will take time and dedication, but once you’ve achieved your certification…you’ll see what makes it all worthwhile with:

80+ Advanced Tax Strategies

Access to Valuable Resources

A Supportive Network of Fellow Advisors

Higher Earnings

Fewer Clients

FEBRUARY 12, 2025 | 12PM - 2PM PT - LIVE WORKSHOP

From Tax Preparer to Advisor

$99

Learn how to convert compliance clients to advisory services during tax season

Enroll in the certification program today and receive an extra month of membership to empower your career like never before

BONUS:

Get Certified

$9,995

Buy your certification within 30 days and get 2 months membership FREE ($1,000 value) don’t forget to use the coupon code: workshop212

Contact Us

Or call us at 520-800-0986

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