1099 WORKFLOW
I don’t have to say it, but I’m gonna: As a tax professional, prepping for the tax season chaos can be freaking hard if you don’t have a solid system.
Especially if you have a hefty client roster (and if you do, HECK YEAH!)
After that dumpster fire of a year, I realized there had to be a better way—something that would keep me sane and my clients happy.
So I created a streamlined workflow specifically for managing 1099s. And let me tell you, wow…just wow.
Now, for just $10.99, you can steal my entire workflow.
Because you shouldn’t have to struggle like I did. Here’s what you’ll get:
Ready-to-use email templates: These will help you nudge your clients for their 1099s without sounding pushy.
Step-by-step workflow guide: I’ve mapped everything out, so you’ll have a clear path to follow.
Pro tips to save you time: Little hacks I wish I had known sooner that will make your life so much easier.
Make this tax season the easiest one for you yet!
I don’t have to say it, but I’m gonna: As a tax professional, prepping for the tax season chaos can be freaking hard if you don’t have a solid system.
Especially if you have a hefty client roster (and if you do, HECK YEAH!)
After that dumpster fire of a year, I realized there had to be a better way—something that would keep me sane and my clients happy.
So I created a streamlined workflow specifically for managing 1099s. And let me tell you, wow…just wow.
Now, for just $10.99, you can steal my entire workflow.
Because you shouldn’t have to struggle like I did. Here’s what you’ll get:
Ready-to-use email templates: These will help you nudge your clients for their 1099s without sounding pushy.
Step-by-step workflow guide: I’ve mapped everything out, so you’ll have a clear path to follow.
Pro tips to save you time: Little hacks I wish I had known sooner that will make your life so much easier.
Make this tax season the easiest one for you yet!
I don’t have to say it, but I’m gonna: As a tax professional, prepping for the tax season chaos can be freaking hard if you don’t have a solid system.
Especially if you have a hefty client roster (and if you do, HECK YEAH!)
After that dumpster fire of a year, I realized there had to be a better way—something that would keep me sane and my clients happy.
So I created a streamlined workflow specifically for managing 1099s. And let me tell you, wow…just wow.
Now, for just $10.99, you can steal my entire workflow.
Because you shouldn’t have to struggle like I did. Here’s what you’ll get:
Ready-to-use email templates: These will help you nudge your clients for their 1099s without sounding pushy.
Step-by-step workflow guide: I’ve mapped everything out, so you’ll have a clear path to follow.
Pro tips to save you time: Little hacks I wish I had known sooner that will make your life so much easier.
Make this tax season the easiest one for you yet!