An exclusive Live Webinar
Tax Resolution Practice Management Systems That Won't Break The Bank
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Here is What You'll Learn
How to Track Prospects
From the initial phone calls, to sending out automated follow up letters over a period of time and everything in between. Finally discover the set it and forget it method to nurturing a prospect.
How to Track and Organize Clients
Learn how to live by your calendar, checklists and workflows. Hyper-effective techniques that will allow you to free up huge amounts of your time and still get work done.
How to Onboard Clients & GET PAID 24 hours a day
Discover the simple email automations to send quotes, engagement letters and get you paid REGARDLESS to whether you're in your office or on the beach.
How to Know EVERYTHING that's going on in your business
Discover inexpensive apps that give you an entire snapshot of your business. Know the exact “PULSE” of your business at any time. (ONE APP IS ABSOLUTELY FREE!!!)
How to use Email Delegation to free up your time
Have multiple email addresses for different services? Learn how the create an email management system you control but limits your interaction between you and the clients or prospects.
How to get 80% of the work done by someone other than you
Thinking about hiring help? JUST DO IT! Deep dive into how putting the right systems in place has allowed me to work ON my business more. Learn how to know what your staff is working on at all time and how to keep them accountable. BONUS! Where to try before you "buy" staff
About Deltrease Hart-Anderson
Deltrease is an Enrolled Agent who strategically partners with Attorneys, CPAs, EAs and other tax professionals to grow their tax resolution practices. After spending 6+ searching for economical software solutions to fit her small but growing tax resolution and tax practice, Deltrease knows her practice management systems.
Deltrease holds a BS in accounting from South Carolina State University and a MS in accounting from Strayer University. She resides in West Columbia, SC and spends her weekends watching basketball (during the pro basketball season) and traveling (immediately after tax season!).