E360 Coaching Program
Whether you’re a beginner or an experienced tax pro, this program gives you real coaching, real support, and real accountability to grow a profitable, sustainable tax business.
October 2025 – May 2026 | $150/month | Zoom + Private FB Group
Whether you’re just getting started or you’ve been in the industry for years, this coaching program is designed to help tax professionals and bookkeepers gain clarity, build structure, attract premium clients, and scale their businesses with confidence.
What’s Included
3 Hours of 1:1 Coaching Each Month
Flexible time you can use for client case reviews, pricing guidance, business ops troubleshooting, or even “venting sessions” to reset mindset.
Direct Message Support
Private access to me during the month for client issues, proposals, operations questions, or accountability check-ins.
Monthly Group Coaching (Zoom)
Training, hot seats, and Q&A on the 2nd of each month (weekday adjustment if falls on weekend).
Bi-Weekly Facebook Lives
Accountability check-ins, reminders, and laser coaching for momentum.
Exclusive Coaching Community
Private Facebook group for support, resources, and networking with peers.
Resources & Templates
Swipe files, scripts, trackers, and checklists to use right away.
Best Value
E360 Coaching Program
150
Every month
A coaching program for tax pros & bookkeepers - beginners or advanced - focused on strategy, growth, premium clients, stronger systems, and real accountability.
Valid until canceled
Monthly 1:1 Time – 3 hours
Message Support (DM/Email access)
Bi-Weekly Facebook Lives
Resource Drops (Everything New)
Accountability Framework