Most tax practitioners know they should be doing more tax planning. The intention is there. The clients are there. What is missing is a clear path from "I should do this" to "this is now generating consistent revenue in my firm."
That gap is exactly what this week's members-only premium content session is designed to close.
This Thursday, May 28th, Dr. Christine Gervais will walk through a practical, real-world framework for taking a single tax strategy engagement and turning it into a productized service capable of generating $50,000 or more in new annual revenue. This is not a session about working harder or adding hours to an already full schedule. It is a session about working differently, packaging what you already know, and delivering it in a way clients will actually pay for consistently.
Here is the core problem the session addresses: most small and mid-sized firms approach tax planning as a one-off event. A client asks a question, you do some analysis, you send a memo, and you move on. That model leaves money on the table and burns time without building anything. The firms pulling ahead right now are the ones treating tax planning as a product, not a project.
The session will take attendees through how to identify one repeatable, high-value strategy that maps across multiple clients in their existing book of business. From there, the framework covers how to structure a standardized deliverable so the work does not have to be rebuilt from scratch every time, how to price it in a way that reflects the value rather than the hours, and how to build a simple workflow for delivering tax planning year-round rather than squeezing it into the margins of busy season.
This matters more right now than it has in years. With ongoing legislative changes, clients are sitting on unaddressed planning opportunities and they do not know it. The practitioners who have a repeatable process for identifying and acting on those opportunities will capture that revenue. The ones waiting until after April 15 to think about it will watch those same clients wonder why nobody told them sooner.
The session qualifies for one CPE credit in Business Management and Organization, requires no prerequisites, and is designed for CPAs, enrolled agents, bookkeepers, accountants, and tax preparers at the basic level regardless of how much planning work you currently offer.
If you have been thinking about building out tax planning services but are not sure where to start, or if you have started but the revenue has not followed, this session is the practical next step.
You can learn more or register here.
Dr. Christine Gervais is a licensed CPA, using her skills to help businesses grow and achieve their fullest potential. Christine has a Master’s degree in accounting from Southern New Hampshire University in addition to holding her CPA license for over a decade. Notably, Christine is a nationally recognized speaker providing education to other CPAs on how to best serve clients as well as instruction on a wide variety of topics for business owners on how to maximize success. Christine prides herself on the value she can bring to clients with her extensive tax knowledge and provides strategic, forward-thinking financial strategies to help clients grow. When not behind her desk, you can find Christine spending quality time with her daughter and stepson or tending to the family’s excessively loved farm animals.
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