Train Smarter. Hire Confidently. Scale Without Guesswork.

The Preparer Success Blueprint is your step-by-step system to build, train, and grow a high-performing team of tax preparers—whether you're launching your first hiring round or improving your existing onboarding process.

Inside this video course, you’ll get the tools, templates, and strategy to go from “I think I’m ready to hire” to confidently recruiting, onboarding, and managing team members who actually help grow your business.

🔎 What You’ll Learn:

• How to create an irresistible offer that attracts serious preparers

• Pricing and profit strategies that protect your bottom line

• How to post jobs, structure your interviews, and present your program professionally

• Fee split breakdowns, milestone tracking, and performance-based incentives

• Done-for-you onboarding forms, agreements, welcome templates, and checklists

• How to automate your onboarding process from interest to day one

This is more than a training—it's your complete team-building system, giving you clarity, structure, and confidence at every step. Whether you're building a remote team or growing in-office, the Preparer Success Blueprint is your shortcut to doing it the right way.