NEXT LEVEL RESOURCE CENTER
You've asked for my templates!... Now my time saving templates, scripts, checklists and courses are here to next level your tax practice.
Trifecta Delivery Kit: Templates + Automation for Pro Advisors
Canva drag and drop templates for the Mark Kohler Main Street Tax Pro Trifecta - 5 styles
*MSTP-certified members only
Review with Loom and cut out 90% of tax meetings
A tutorial on how to record a 5-7 minute Loom video for tax clients, reviewing tax return reviews and replace 90% of your in-person tax appointments.
Tax Prep Cheat Sheets
Turo, Airbnb, Business, Rentals and more. A series of google sheets that help your clients get organized and save you hours during tax prep.
Converting Compliance to Advisory
Scripts, emails, video outlines, social media posts and more to help you convert compliance clients to advisory clients.
Accountable Plan
Accountable plan template and resources to provide to your clients to next-level their S Corp write-offs.
Digital Workpapers
Digitize your workpapers with this easy to implement team tool and track changes and reviews by pdf.
NICE TO MEET YOU
I'm Julie R Merrill, CPA
Automation and marketing are a passion of mine. For years, I have shared my business and tax knowledge with entrepreneurs online, in person, and in action.
In my own tax practice, I continually implement and adopt best practices, automation and templates. It's a work in progress as I modify and tweak each as my practice and clients go next level.
As a speaker and in conversations among colleagues, I get countless inquiries about my templates and processes, and am here to share them with you today.
I've recently started Stramatic Solutions LLC dba Next Level Tax Pros- a new venue where I can provide (and other professionals can share as well) Tax Practice - Best Practices...for fast implementation of automation, marketing, and time-saving scalable resources to Next Level your firm.
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