Proven Strategies That Actually Work
Scale Your Tax Practice
This October 9, 2024 webinar featured tax industry expert Mario Costanz, founder of Happy Tax and Taxaroo, sharing proven strategies that simplify operations and support growth.
Discover How to Transform Your Practice With Simple, Actionable Tactics
What You'll Learn:
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The 3 Most Common Mistakes tax professionals make when trying to scale, and how these pitfalls could be holding you back.
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Why client engagement over digital marketing is critical to growth —and how Taxaroo automates the process with features like referral programs, bulk SMS, birthday emails, and more.
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Organic vs non-organic strategies for scaling. Learn the difference between organic growth (by increasing efficiency) and non-organic growth (through acquisitions and mergers), and how to succeed with both.
"Taxaroo helped us streamline every aspect of our operations, making our firm more organized and ready for growth."
– Brandon Sherman, Tax Practice Owner
Meet Your Host: Mario Costanz
Mario Costanz is an entrepreneur and operator with more than three decades of experience building companies across software, fintech, tax, franchising, and services. Known as “The Problem Solver,” he is the founder and CEO of Workforce AI and the founder and chairman of Taxaroo.
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Built a national tax franchise with over 100 franchisees in 5 years
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Founded 1st virtual tax franchisor (3x Entrepreneur Magazine fastest growing)
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Author of "Taxes Made Happy", a go-to guide for tax professionals looking to scale their business.
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2x Named “One to Watch” in Top 100 Most Influential in Accounting
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Awarded DealMaker of Year Award for M&A acquisitions
Join Mario as he shares the proven strategies that have helped tax pros grow their businesses and operate more efficiently.
Why Attend?
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Reduce Complexity: Learn how to streamline your operations and eliminate the need for multiple disconnected tools.
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Increase Efficiency: Discover how automating workflows and client engagement can save you time and money.
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Grow Smarter: Whether you want to expand your existing practice or acquire new firms, you’ll learn scalable strategies to support your growth.
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Exclusive Insights: Get practical, actionable advice directly from Mario Costanz, a leading expert in the tax industry.
Who Should Attend?
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Tax professionals, CPAs, and tax firm owners looking to scale their practice.
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Firms tired of managing multiple tools and ready to simplify their operations.
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Tax professionals considering organic growth, mergers, or acquisitions and wanting to streamline the process.
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Those interested in leveraging client engagement strategies to drive retention, referrals, and upselling opportunities.
About This Session
Session Details
This session was recorded on October 9, 2024. Registration has closed.