Confident Compliance Bundle

Wow your clients and their CPA's or Tax Pro's at Year End!

What you'll get:

  • Year End Toolkit
    • Year End Client Presentation Workshop
    • Canva Slide Templates
    • Year End Tax Package Template & Walk-Thru
  • 1099 Toolkit
    • 1099 Workshop
    • SOP: Prep for 1099s
    • SOP: 1099 Filings
    • 1099  Handoff Workflow (for teams)
    • Email Template: 1099 request followup
  • Sales Tax Toolkit
    • Sales Tax Basics & Definitions
    • Why it's important to know a little about sales tax
    • How you can do a sales tax analysis for a client
    • Helpful Resources
    • Pricing Sales Tax services

    • Sales tax analysis process in Shopify

**All Sales Final**

The 1099 workshop is from 2020, but most still applies. Remember to always check the current year IRS Instructions & Guides.

$297.00 USD

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Grab the Client Success Templates for $27

Template 1: Pre-Call Questionnaire
- A done-for-you questionnaire you can plug straight into your business that will save you hours on the intake process, get all the information upfront and focus on serving your new client.

Template 2: Discovery Call Script
- So that you can stay on track, improve your close rate and feel confident the whole way through.

Template 3: Onboarding Email Templates
- So that you can onboard your new clients with efficiency and excellence.