free monthly training
Learn How to Use the Strategies You Already Know
Without Second-Guessing Yourself in Front of Clients this month’s training:
You're Probably Undercharging — Here's the Proof (And How to Fix It This Month)
DATE: May 19, 2026
Time:1:00 pm CST
Hosted by: Desi Alejandre, EA Most tax pros and bookkeepers don't have a skills problem, they have a pricing problem. You're doing incredible work, but between client back-and-forth, unpaid admin, and the fear of losing clients if you charge more, your bank account doesn't reflect what you're actually worth. In this masterclass, we're getting honest about the numbers, busting the mindset blocks keeping you stuck, and building a clear path to pricing that finally matches your value.
What you’ll learn
In just 60 minutes
Taught by an IRS Enrolled Agent and tax coach who works with tax pros and bookkeepers at every stage — from solo starters to established practices ready to scale.
✓ How to calculate your real effective hourly rate and why most tax pros are shocked by the number
✓ The four mindset traps keeping you stuck at the same price point year after year
✓ How to audit your current client roster and identify exactly where you're leaving money on the table
✓ What to say when you raise your rates, word-for-word language that retains clients instead of losing them
✓ How to transition from hourly billing to packages without your clients pushing back
✓ The one pricing move you can make this week that adds thousands to your annual revenue without adding a single new client
You won’t want to leave an empty seat!
The Part of Tax Work No One Admits They Struggle With
Knowing the rule is one thing. Applying it to a client’s return is another. Like when they ask if their new truck qualifies or if their kid can be paid through the business, and your mind races. You start panic sorting through all the exceptions you’ve learned.
It’s catching an odd deduction on a 1120-S and not knowing whether to question it or leave it alone. It’s trying to write a simple email about a reimbursement and realizing you’re not sure which expenses qualify. This training was built to make those moments easier and less stressful.
This free training is for you if:
Can’t Attend Live? No Problemo!
Register anyway, and the replay will be automatically delivered to your inbox when the webinar ends.
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Only 30 Spots Available
Most tax pros and bookkeepers don’t realize they need support until a client asks a question they struggle to answer. By then, the damage is already done.
These sessions prevent those moments, and the seats go quickly every month. Reserve your spot while registration is open.
free monthly training
Know *Exactly* What to Do the Next Time a Client Needs You
Walk into your next client meeting knowing exactly what to look for, what to change, and what to flag without second-guessing anything.