TIRED OF TAX SEASON
CONTROLLING YOUR INCOME?

Join the only workshop that helps tax pros become year-round, premium financial service providers

with real branding, pricing, and client retention strategies that work.

FEATURES

STUCK IN THE TAX SEASON CYCLE?

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FROM SEASONAL HUSTLE TO FULL-TIME REVENUE

We’ll show you how to create year-round revenue through premium bookkeeping and tax planning services — so you’re not just busy in Q1.

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CLIENTS STILL SEE YOU AS “JUST A TAX PREPARER”

We’ll help you craft a brand that commands higher fees and attracts loyal, long-term clients — positioning you as a trusted financial advisor.

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YOUR BRAND DOESN’T REFLECT YOUR EXPERTISE?

Learn the strategic messaging and brand structure that elevates your business image and builds trust from the first impression.

THIS WORKSHOP IS BUILT TO SOLVE THE PROBLEMS THAT KEEP YOU STUCK.

If any of these sound like you, this workshop is a no-brainer.

SEASONAL INCOME INSTABILITY

SERVICE EXPANSION UNCERTAINTY

LIMITED CLIENT PERCEPTION

LACK OF COHESIVE BRAND STRATEGY

INCONSISTENT BRANDING

NEED FOR REBRANDING

Solutions

BUILD YOUR BRAND. EXPAND YOUR SERVICES. GROW BEYOND TAX SEASON.

  • THE BRAND STRATEGY FUNDAMENTALS


    Learn how to strategically shift perception and differentiate from generic preparers so your clients see a trusted financial brand, not just another tax office.

  • HOW TO CREATE STRONG BRAND MESSAGING


    Build communication that aligns with your value, builds instant trust, and turns “price shoppers” into loyal, high-value clients.

  • DEVELOP A CLEAR BRAND IDENTITY


    Get the exact framework to align your visuals, voice, and service delivery. Helping you stand out and charge like a professional firm, not a seasonal freelancer.

TESTIMONIALS

Solutions

BUILD REAL REVENUE. OFFER MORE THAN RETURNS. WIN ALL YEAR.

  • BOOKKEEPING IS THE BACKBONE

    Why tax pros who don’t offer bookkeeping are flying blind and how incorporating it into your model generates consistent, year-round income and elevates your role as a full-service financial provider.

  • TAX PLANNING = REVENUE EXPANSION

    Discover how to price and package tax planning services that increase client loyalty, boost firm revenue, and help you escape the cycle of one-off tax returns.

  • DATA + STRATEGY = POWER

    Transform raw bookkeeping data into powerful tax-saving strategies including S Corp optimization, deduction timing, and retirement playbooks that prove your value beyond filing season.

MEET YOUR HOSTS

LEM BASS

Founder of Suicca | Brand Strategist

Lem Bass is the visionary behind Suicca, a marketing agency that helps financial professionals reposition themselves for long-term success. With a decade of experience crafting high-conversion campaigns, Lem helps firms stand out with strategic messaging and bold, trust-building design.

DR. COZETTE

Tax Strategist & Business Educator

With over 20 years of experience in tax strategy and financial planning, Dr. Cozette has helped thousands of tax professionals evolve into full-time financial advisors. She specializes in teaching actionable systems for adding bookkeeping and tax planning services that dramatically increase income and client retention.

READY TO STOP SURVIVING TAX SEASON AND START BUILDING A REAL BRAND?

Seats are limited. Secure your spot in the workshop that transforms tax pros into trusted advisors.

TESTIMONIALS

HEAR WHAT OUR CLIENTS HAVE TO SAY

FAQ's

YOUR QUESTIONS ANSWERED CLEARLY

Is this a live or recorded event?

The workshop is live with interactive Q&A. Replay available for all registrants.

How long is the workshop?

Approximately 2 hours including presentations and audits.

Who is this for?

Tax professionals, CPAs, and financial service providers ready to grow year-round.

Will I receive materials?

Yes, workbook, templates, pricing guides, and slides.

Can I ask questions?

Yes — live Q&A included with expert feedback.

Empowering businesses with innovative solutions, we are committed to providing seamless support and fostering growth. Connect with us for a brighter, smarter future!

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