Ready, Set, Scale: The Tax Boss Playbook (Digital Workbook)

Calling all tax professionals — whether you're brand new or ready to level up, this is the playbook that changes the game.

The Ready, Set, Scale: The Tax Boss Playbook is a digital fill-in-the-blank workbook designed to help you build your backend, boost your brand, and become the face of your tax business before the season even starts.

✅ Set up your business with confidence
✅ Create services + packages that convert
✅ Build out your marketing strategy
✅ Plan your weekly goals from June to August
✅ Tap into your vision and mindset like a boss

This downloadable workbook gives you everything you need to walk into September organized, prepared, and ready to SCALE.

Perfect for:
✔️ New EROs
✔️ Tax pros struggling with structure
✔️ Service bureaus onboarding new team members
✔️ Any tax boss ready to attract better clients + bigger profits

Includes:
📘 Digital PDF Workbook (printable + typeable)
🎯 Step-by-step weekly work plan
🧠 Bonus mindset + vision board section
🗣️ Business + marketing strategy prompts