Specialty: Tax
Size: Medium & Large Firms
Annual Revenue: $1M- $10M+
Hiring professional staff and implementing recurring tax planning engagements, systems, better pricing and predictable marketing, as well as recruiting an effective sales team, are just a few of major hurdles you’ll face as the owner of a medium or large tax firm. We’ll help you face them all.
The easiest way to get all the information your team needs for creating proposals, get clients to commit and deliver tax plans that help you systematize delivering the highest value to your clients.
Corvee Tax Planning automatically scans and extracts key information from your tax returns to show you which clients have been overpaying in taxes so you can focus your efforts on clients you and your team can help the most.
Corvee Tax Planning automatically scans and extracts key information from your tax returns to show you which clients have been overpaying in taxes. This way, you can focus your efforts on the clients whom you and your team can help the most.
Your staff can analyze returns, finalize strategy recommendations and export beautiful plans and proposals so tax planning can happen without you—just like tax preparation and review.
Use our executive dashboard to see the status of every client and what’s still outstanding from them—whether these are engagement letters, questionnaires, file requests or payments. Corvee Client Collaboration and Corvee Payments make it easy to hold staff accountable and see where each client stands with regard to billing and outstanding requests.
Growing your medium or large tax firm at this level means maximizing the value from every client, adding recurring and non-seasonal revenue, ensuring predictable marketing systems and building a team which can deliver. Our 12-month growth and development programs include 1-on-1 success coaching, weekly Q&A calls with industry experts, a private client community to ask questions and get quick feedback and both in-person and virtual events so you can meet and learn from others like you.
Confirmed Annual Revenue Growth From Our Medium and Large Firm Clients
Read Our Methodology Memo for how we calculate these numbers
Growing your tax firm to another level means doing everything you can to maximize the lifetime value of your clients. Instead of charging for just tax preparation, or just planning, we’ll start converting all your clients to quarterly or monthly recurring engagements that combine tax planning, implementation and preparation. This way, you’ll be able to earn $5,000–50,000 per year in recurring revenue.
We’ll help you recruit, hire, onboard, train and coach sales representatives who can perform tax planning consultations without you. We’ll teach them 5–8 core tax planning strategies—even if they’re not accountants—so the client will realize the value and pay for tax planning. We’ve designed new hire training and a 150-slide education-based sales presentation to ensure the representative properly reflects you, the firm and the value you provide to clients.
To properly scale your medium or large tax firm, you need to design systems for marketing, sales, new client onboarding, delivery and more. The design of these systems, their interconnections and the training for your team will allow your team to grow your business without you.
Offer tax-advantaged wealth management to your clients by partnering with a licensed financial advisor.
As you grow, your clients grow. With that growth, the questions and the importance of getting them right gets harder. We’ll help you partner with a licensed financial advisor who can ensure a cohesive tax-advantaged wealth management strategy, alongside your tax recommendations, to get your clients the best results.
Everyone on your team should be trained to identify tax planning opportunities. Once you build a partnership with a financial advisor, your team should also be trained to identify tax-advantaged opportunities for investments and insurance. This helps ensure your clients keep coming back to you for all their needs.
In many states you’re not required to be licensed to share in investment advisory fees. You can also obtain an insurance license in your state to share in insurance fees as well. Under your partnership model, we’ll have a goal for you to generate 30% of your annual tax revenue in referral fees. As you’re not responsible for the delivery and fulfillment, this partnership can grow to be a passive revenue stream and a large percentage of your net profit.
We’re an extension of your team to help you face the challenges that come with being a medium or large tax firm.
Hear from medium and large tax firms like yours which have accelerated their growth and optimization with Corvee.
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