Build it right from the beginning.
You're preparing returns now but want to build your own operation the right way.
ERO BUSINESS GROWTH
Your Tax Business
Needs More Than
Good Tax Prep.
Build a clear plan around your revenue, marketing, clients, systems, automation, operations, team and leadership.
BUILD MY ERO GROWTH PLAN — $97 ↗
Come with your numbers. Leave with a plan.
ERO GROWTH PLAN
$97
Interactive Growth Experience
+ Complete Growth Toolkit
01
Revenue
02
Marketing
03
Systems & Automation
04
Team & Leadership
05
90-Day Growth Plan
ASPIRING EROs
NEW EROs
ESTABLISHED EROs
EROs WITH TEAMS
The business behind the returns
Preparing Taxes Is One Skill. Growing the Business Is Another.
You know how to prepare returns.
But building a profitable, organized and scalable ERO operation requires more than tax knowledge.
You don't need to keep throwing ideas at your business and hoping something sticks.
You need a plan.
GET STARTED — $97 ↗- How many clients do you actually need?
- How much does it cost you to acquire one?
- Which marketing is making you money?
- What should be automated?
- When is it time to hire?
- How do you lead the people you hire?
- What should your next 90 days look like?
What is the ERO Growth Plan?
Let's Look at the BUSINESS Behind Your Tax Business.
The ERO Growth Plan is an interactive business growth experience that helps you identify where your tax business stands today, where the gaps are and what needs your attention next.
Revenue
Marketing
Client Acquisition
Client Retention
Systems
Automation
Operations
Team
Leadership
90-Day Growth
No fluff. No one-size-fits-all strategy.
Your numbers. Your gaps. Your plan.
Who is this for?
Built for EROs at Different Stages.
Turn the setup into a real business.
You have your EFIN, software and clients, but now you're realizing you need actual business systems.
Strengthen what's already working.
You're making money, but your marketing, operations, team or systems aren't where they need to be.
Lead the operation you're building.
You have preparers or staff and need better delegation, accountability, workflows and leadership.
What we're going to figure out
Let's Find the Gaps.
Does the math support the goal?
What are you trying to make, and do your pricing and client volume support it?
Know where business comes from.
Where are they coming from, and what does it cost to acquire them?
Attention isn't the same as revenue.
What's generating revenue versus simply generating attention?
Stop doing everything manually.
What are you still manually doing that your systems should handle?
Prepare for tax-season pressure.
Can your business function efficiently when tax season gets crazy?
Make responsibilities clear.
Does everybody actually know their job?
Growth requires leadership.
Are you prepared to lead the business you're trying to grow?
Know what happens next.
What are your priorities for the next 90 days?
What you get
Your $97 ERO Growth Toolkit Includes:
Complete Growth Toolkit
$97
Practical tools to help you understand your current business and build a clearer path forward.
GET MY ERO GROWTH PLAN ↗- ERO Growth Readiness Workbook
- Business Readiness Scorecard
- Revenue Goal Calculator
- Client Acquisition Cost Worksheet
- Marketing & Lead Source Assessment
- Automation Audit Checklist
- Team Readiness Assessment
- Leadership Self-Assessment
- 90-Day Growth Planning Worksheet
- Action Plan Checklist
A QUICK ERO GROWTH CHECK
Do You Know
Your Numbers?
Growing your tax business starts with understanding what your numbers are actually telling you.
Your tax business spent $4,000 on marketing and gained 40 new clients.
What was your client acquisition cost?
The ERO Growth Plan
Ready to Stop Guessing?
You don't need another notebook full of ideas.
You need to know:
- Where you are.
- Where you're trying to go.
- What's standing in the way.
- And what you're doing next.
Interactive Growth Experience + Complete Growth Toolkit
Before you get started
Your Questions, Answered.
Do I need an EFIN?
No. This is for existing and aspiring EROs.
Is this a tax preparation class?
No. We're focused on the business behind tax preparation.
What is the investment?
The ERO Growth Plan is $97.
Do I receive resources?
Yes. Your registration includes the ERO Growth Toolkit and accompanying planning resources.
Do I need a team?
No. Solo tax professionals, aspiring EROs and EROs with established teams can participate.
Should I know my business numbers?
Bring whatever information you have. Existing EROs should bring actual numbers whenever possible.
Your next move
Your Tax Business Doesn't Need More Guesswork.
It Needs a Growth Plan.
Revenue. Marketing. Clients. Systems. Automation. Team. Leadership. Growth.
Let's figure out what's working, what's missing and what needs to happen next.
$97
BUILD MY ERO GROWTH PLAN ↗
Come with your numbers. Leave with a plan.