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*Replay available for ONE WEEK onlyWhat you’ll learn
In just 60 minutes
Taught by an IRS Enrolled Agent who reviews S-Corp files, fixes compliance issues, and handles client cases weekly. You’ll see the exact steps, corrections, and explanations Desi uses with real clients, including:
✓ The exact revenue + profit ranges bookkeepers should pay attention to (and how behavior matters just as much as the numbers)
✓ How to identify owner pay behavior that tells you a client isn’t ready for payroll or the discipline S-Corps require
✓ The right way to start a 3-way conversation between you, the client, and the tax pro so you stay in your lane while adding massive value
✓ What to say (and NOT say) when a client asks, “Should I become an S-Corp?”
this months essentials pack
The S-Corp Conversation Email Template
The S-Corp Conversation Email is a compliant, client-facing email template that helps bookkeepers confidently flag potential S-Corp patterns and loop in the tax pro — without overstepping or giving tax advice.
It’s designed to start the right conversation, with the right people, using clear, professional language that keeps you firmly in your lane.
Want to Catch the next Training Live?
february topic
The S-Corp Setup Everyone Thinks They Have (but Most Don’t)
Each month features a strategy that tax pros and bookkeepers struggle to apply in real life. If you want to ask questions live and get the next topic before everyone else, grab your seat now!
Replay access closes in seven days.