tax office solutions



The secret to a thriving tax or accounting business is not only being an expert in the industry, but also understanding how to run a business. With Tax Office Solutions, you will have confidence in the best practices you utilize and provide for your clients. Discover the business coaching and training that will take your organization to the next level.

  • BUSINESS BASICS 101: For new tax and accounting firms or small businesses that need a foundation to build on, Business Basics 101 provides the insight and knowledge you need to foster the basis for a successful business for years to come.
  • SOCIAL MEDIA BOOTCAMP: Social media is now an integral marketing tool that businesses can use to leverage their network and drive sales. Managing a business account can be overwhelming. The Social Media Bootcamp gives you the coaching and guidance you need to stay on track.
  • BUSINESS MANAGEMENT BOOTCAMP: Keep your team motivated and continue providing expert service with the Business Management Bootcamp, designed to give you the tools and strategies you can begin implementing right away.
  • MARKETING AND SALES BOOTCAMP: Business is not one-size-fits-all, the Marketing and Sales Bootcamp offers an approach to your organization’s marketing and sales that considers all of the challenges and opportunities that make tax and accounting firms unique.
  • SOFTWARE TRAINING: Understanding how to use all of the intricacies of any tax software is vital to your organization’s growth and success. Save time and money by ensuring your team is equipped to maximize the value your tax software provides to your business.
  • TAX PREPARATION TRAINING: An efficient, knowledgeable team makes tax season simple. Tax Office Solutions offers the Tax Preparation Training Series to give you and your team the confidence you need to prepare taxes with ease.

Ready to Start your Tax Office CEO Journey