1. Start Your Tax School
A tax school is more than teaching. It builds your brand, brings in students who may want to work for you, and creates extra income for your office. It also shows your community that you are an expert.
Why It Helps You
- Train-to-Hire: Every student could be a future employee.
- Extra Income: Course fees give you steady revenue.
- Stronger Reputation: Running a school makes you stand out as a leader.
How to Begin
- Set a schedule and class start date.
- Create a landing page with the schedule and payment option.
- Begin promoting.
- When students enroll, sign up with Latino Tax Pro for curriculum and certification.
- Keep promoting until the first day of class.
- Teach the class yourself or hire an instructor.
Steps in Detail
Step 1: Create Your Schedule
Pick dates 4–6 weeks out to allow time to fill seats. Decide if classes will be evenings, mornings, weekends, or a mix. Think about your own busy season needs. Also decide if you'll teach in person, over Zoom, or both.
Step 2: Build a Landing Page
Show the class dates, cost, and why people should join. Add a way for them to pay right away.
Step 3: Start Marketing
Your current clients are a great place to start. Call, email, and text asking if they know anyone who wants a new career. Post on social media, make short videos, and share with groups and chambers of commerce.
Step 4: Register with Latino Tax Pro
Once you have sign-ups, join Latino Tax Pro to get their curriculum and certification tools. This gives your school credibility.
Step 5: Keep Marketing
Don't stop after your first students enroll. Many will sign up right before class starts.
Step 6: Teach and Deliver
Teach yourself, or find someone else to do it. Latino Tax Pro can even help connect you with instructors.
2. Offer Other Services
Adding new services is one of the best ways to grow. Bookkeeping, payroll, resolution, and entity setup give you repeat income, stronger client ties, and attract new business clients.
Why It Helps You
- Repeat Income: Bookkeeping and payroll bring steady monthly revenue.
- Keep Clients: More services mean clients are less likely to leave.
- Grow Fast: Resolution and entity setup attract new clients and referrals.
How to Begin
- Pick the services you want to add first.
- Make a landing page with details and a contact form.
- Tell your current clients by text, email, or phone call.
- Promote in local groups, both English and Spanish.
- Do the work yourself or outsource to partners like Contaxfy and Trez.
Steps in Detail
Step 1: Choose Services
Businesses will always need bookkeeping and payroll. Entity setup is great for new entrepreneurs, and resolution brings in people who need urgent IRS help.
Step 2: Build a Landing Page
List the services, show the value, and add a form or button so clients can reach you. Offer clear prices or a free consultation.
Step 3: Market Your Services
Start with your client list. Send this message: "We helped with your taxes. Now we can help with bookkeeping and payroll too. Do you or someone you know need these services?" Then expand to groups, chambers, and local businesses. Don't just stay online, visit businesses in person to build stronger ties.
Step 4: Deliver Services
If you want to learn and do it yourself, tools like QuickBooks, Xero, ADP, Paychex, and Trez have training. You can also hire staff or outsource to partners such as Trez, Contaxfy, ADP, and GCA.
Workflows Matter
Marketing gets attention, but workflows make sure clients and students get the right service at the right time. A workflow is the step-by-step process from sign-up to delivery.
- Add students to your course list when they enroll.
- Confirm payment and details before class starts.
- After class, give them a certificate.
- Send a feedback survey.
- If you want new staff, set up interviews with top students.
- Gather basic client info with an intake form.
- Collect their bank and accounting records.
- Set up their QuickBooks or Xero account.
- Do monthly reconciliations and payroll.
- Share reports and schedule check-ins.
Community Matters
Growing a business is easier with support. That's why we connect with groups like Negozee, where entrepreneurs share ideas and opportunities. Being part of a community builds trust, visibility, and keeps you motivated.
Your Next Step
These 2 services can change your office, but only if you take action. Start now, and you'll build steady income that keeps your office busy all year. Our tool, Conecta, can help with both, in English y Español.
What is Conecta?
Conecta is a bilingual growth portal for tax pros. It combines messaging, client portals, campaigns, payments, workflows, and more into one system. No more juggling many tools.
My Story
I've spent over 10 years in the tax business, helping thousands of pros grow. I was mentored by Carlos Lopez EA, founder of Latino Tax Pro, and John Hewitt, founder of Jackson Hewitt and Liberty Tax. I saw how many offices struggled with expensive, confusing tools and no bilingual options.
That's why I built Conecta in my own apartment, no sleep, no breaks to give tax pros a simple tool that works in English y Español, saves time, and helps offices grow.