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Hire a Salesperson to Sell Tax Planning

Once your tax and accounting firm reaches a certain point, it’s time to consider hiring a full-time salesperson to help grow your tax firm.

Hire a Salesperson
to Grow Your Tax Firm

You’ve learned how to show value and calculate accurate pricing: now you need to transfer that skill to a competent salesperson who can represent your firm and convert 1-5 clients per week.

Hire a Salesperson 
for Your Tax & Accounting Firm

Training for Hiring, Managing, Coaching & Accountability

Most firms hire a salesperson and cross their fingers. Through 150+ slide presentations, we’ll help you build a marketing program to generate appointments for them, as well as a full sales training program so they can sell tax planning and virtual Chief Financial Officer packages.

Onboarding and Ongoing Training to Ensure Success

Onboarding and Ongoing Training to Ensure Success 

The first week is crucial. In most cases, new salesperson hires have never been able to sell tax planning, virtual Chief Financial Officer or other tax and accounting services before. We’ve got a full new hire training course to teach them about the industry, and your tax and accounting firm specifically.

Everything You Need to
Hire a Salesperson

Recruiting is the first and most important part of the process of hiring a salesperson. We’ll give you the job ad, offer letter and compensation structures to get qualified, professional salespeople who can represent your tax and accounting firm and convert prospects to clients enabling you to grow your tax firm.

Everything You Need to
Hire a Salesperson

Training to Find Sales Opportunities

Training to Find Sales Opportunities and Sell Tax Planning

Believe it or not, we teach new salespeople the basics of tax planning. They don’t need to know as much as you, but we will teach them to calculate the effects of hiring family members, how to estimate S corp tax savings, the Augusta rule, accountable plans, home office deduction and more. They’ll also learn how to scope monthly accounting, controller and virtual Chief Financial Officer services.


Pricing to Convert Profitable Engagements

Once your salesperson has identified an opportunity to sell tax planning and virtual Chief Financial Officer services, there are pricing rules we require them to follow in order to convert the client and receive a commission. This ensures no low-paying, low-margin clients engage your firm.

Pricing to Convert Profitable Engagements
Sales Materials to Get Higher Fees
and Less Delivery

Sales Materials to Get Higher Fees
and Less Delivery 

Every single question your salesperson asks, and each section of their presentation, is controlled through 150+ slides about you, your tax and accounting firm, client case studies, key results and a detailed listing of the value and services that your firm offers. It also includes canned responses to key objections like “Can I talk to a reference?”

Marketing Program to Generate 20-25 Appointments per Week

For your salespeople to be optimally effective, we can’t give them the responsibility of generating leads along with converting leads. We’ll help you design a fully integrated marketing system to generate enough appointments so that half of your salespeople’s time is spent on the phone, while the other half is spent following up.

Marketing Program to Generate 20-25 Appointments per Week

Our Clients Say It Best

Hear from tax and accounting firm owners who have been able to grow a tax firm and sell tax planning.


Grow your tax firm and start to sell tax planning today.

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