GateOpener Workshop

Platinum Card WorkRoom

7-Minute Presentation Workshop

Filling the Filing Cabinet Workshop

Filling The Filing Cabinet WorkRoom

Best Client Workshop

Orientation Essentials

InfoMinute Seminar

Congratulations to Amanda Walker, Jim Lewis, Ramona Baptiste and Brian Pruisk
who added the badge bling that supports their credibility.

Buckhead

Coach Barry Kaplan presents 3-Year Pins to Buckhead Team Members

There are several extra ingredients that I offer to my existing clients.&nbsp; First and foremost, they have access to me for consulting services.&nbsp; They can use my Calendly link to schedule a time convenient for them without even communicating with me first.&nbsp; My clients love this option, and use it quite frequently.&nbsp;&nbsp;
Another service I provide my clients is tax resolution services.&nbsp; For clients neededing assistance with tasks such as back filing, installment agreements, penalty abatement or offers in compromise, I am able to assist them with these services.&nbsp; No need to go anywhere else.&nbsp; For existing clients, these services are usually offered for an additional charge, but again, clients love this option since I am already familiar with their information. My fees are often less than going to a new provider as a result of my familiarity with their situations, or access to the information needed to respond.&nbsp; Many CPAs do not provide these services as an option, so this is a great value add for my clients.
Finally, for some of my older or disabled clients, I provide concierge document services.&nbsp; Upon request, I arrange for their tax documents to be picked up and scanned at tax time, and deliver them back to the client along with a hard copy of their return.&nbsp; This eliminates their angst related to scanning and uploading of documents, which is the normal model for providing tax info to me. This service is provided at cost if their is a courier involved in the process.

What are the extra ingredients in your business?
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What do you offer your clients as an extra benefit?&nbsp;&nbsp;
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Is this something they have the opportunity to pay for, or is it included in your customer service?
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The Workshops and The Extras | Ingredients

The Workshop and The Extras | Ingredients | PowerCore.net

The Workshop and The Extras | Ingredients

Recognizing a Team for 100% participation in the Referral Trigger response.

100% Club

3-year Pin

Financial Advisor

Printer

Equality: Provides an equal platform for self-promotion so Members both recognize and receive referrals.

ParticipationCoOrdinator

Quality: Assists the MembershipCoOrdinator.

MembershipCoOrdinator 2nd

Recognizing having completed Mentor coffees, Orientation, InfoMinute Seminar, and 90 day evaluation.

Ramona Baptiste CPA

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