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Convert your compliance clients to advisory clients.
A series of resources that you can utilize in your emails, social media, videos, phone calls, website an d more that addresses the common pain points for your current tax compliance clients and converts them into next-level advisory clients. Enter your information below to join the waitlist for this next-level resource!
Hi, I'm Julie Merrill, CPA —
Turning compliance clients into advisory clients daily!
Current compliance clients can be the most difficult to turn into advisory clients when this is a new service that you haven't offered in the past. We have done the research, captured the most common pain points and compiled a resource center for you to use in your emails, website, videos, social media posts and more that will help you onboard new advisory clients as well as convert compliance clients.
