TAX BUSINESS COACHING & ADVISORY
You Already Know Taxes. Now Build the Business.
Coaching for tax preparers, EROs, and tax office owners who are ready to build the business behind the returns.
Tax preparation is the technical skill. Building a profitable, organized, scalable tax business is a different skill.
Tax Business Coaching helps you build that business with strategy, structure, systems, and accountability.
PREPARING TAXES AND RUNNING A TAX BUSINESS ARE TWO DIFFERENT SKILLS
Most tax professionals were trained to prepare returns.
Very few were trained to build the business that prepares them.
Once you're responsible for pricing, marketing, hiring, systems, profitability, and growth, technical tax knowledge is only part of the equation.
THE EVOLUTION OF A TAX BUSINESS OWNER
You do not need a huge company to make this progression. It is not about size. It is about building your business intentionally instead of rebuilding it every tax season.
Why Tax Professionals Work With Dr. Eukeethia Barnes
A Tax-Industry Business Operator Who Coaches
Dr. Eukeethia Barnes is a global business strategist, financial educator, author, and entrepreneur who has built and operated businesses inside the tax and financial services industry.
Her coaching is grounded in real business experience — from tax operations and service bureau strategy to team development, systems, technology, and growth.
She understands the difference between knowing how to prepare a return and knowing how to build the company behind it.
"I don't just coach you on preparing tax returns. I coach you on the business behind the returns."
OUR COACHING SERVICES
Two levels of support. One goal: build a stronger tax business.
Tax Business Accelerator
6 Weeks
CLARITY → STRUCTURE → STRATEGY
BUILD THE FOUNDATION.
Best for:
Tax professionals who know the technical work but need stronger structure, systems, pricing, and a clear growth plan.
YOU MAY NEED THIS IF:
You rebuild your processes every tax season.
Your pricing or client-growth strategy lacks structure.
Too much of the business is manual or reactive.
You know something needs fixing but are unsure what to prioritize.
PRIMARY FOCUS:
Pricing • Client Growth • Systems • Workflow • Revenue Strategy • Accountability
THE GOAL:
Build a clearer, more organized tax business with a practical strategy for what comes next.
$2,997
Tax Business CEO Advisory
5 Months • Bi-Weekly Coaching
GROWTH → INFRASTRUCTURE → SCALE
BUILD THE COMPANY.
Best for:
Established tax-business owners who have built something and now need stronger leadership, infrastructure, profitability, and strategy to scale.
YOU MAY NEED THIS IF:
Your business has grown faster than your systems.
Too much of the business still depends on you.
You are leading a team without enough organizational structure.
You have hit a revenue, profitability, or operational ceiling.
You are ready to lead the company instead of managing every detail.
PRIMARY FOCUS:
Profitability • Leadership • Team Structure • Systems • Automation • Growth • Infrastructure
THE GOAL:
Build a stronger company behind the tax business with clearer leadership, stronger systems, and infrastructure that supports sustainable growth.
$14,997
Flexible payment options are available at checkout.
NOT READY FOR FULL COACHING?
Start with a focused Tax Business Strategy Session.
We will identify your biggest business gaps, clarify your priorities, and determine your most important next steps.
$497
Business Areas We May
Work On Together
Coaching is customized around your business. Depending on your current stage and priorities, we may work in the following areas:
STRATEGY & PROFITABILITY
Clarify priorities, pricing, margins, and the decisions that drive profitability.
MARKETING & CLIENT GROWTH
Build stronger client acquisition, retention, and year-round growth strategies.
OPERATIONS & SYSTEMS
OPERATIONS & SYSTEMS
Create repeatable workflows and infrastructure that allow the business to operate beyond you.
TEAM & LEADERSHIP
TEAM & LEADERSHIP
Build the team structure, accountability, and leadership needed to grow.
TECHNOLOGY & AUTOMATION
TECHNOLOGY & AUTOMATION
Use CRM, workflow, software, and automation to reduce manual work and improve consistency.
GROWTH & CEO STRATEGY
GROWTH & CEO STRATEGY
Make strategic decisions around expansion, capacity, partnerships, and long-term growth.
Which Program Is
Right for You?
|
TAX BUSINESS ACCELERATOR
Clarity → Structure → Strategy
For tax professionals who need to organize,
strengthen, and structure the business.
|
TAX BUSINESS CEO ADVISORY
Growth → Infrastructure → Scale
For established owners who need deeper leadership,
infrastructure, profitability, and scale strategy.
|
|
|---|---|---|
| Best For | Starting, structuring, or strengthening | Established businesses ready to grow and scale |
| Business Stage | Early / developing | Established |
| Primary Focus | Clarity, structure, strategy | Growth, infrastructure, scale |
| Duration | 6 weeks | 5 months |
| Accountability | Session-based | Bi-weekly |
| Investment | $2,997 | $14,997 |
| Enrollment Method | Direct enrollment | Application |
How Coaching Works
01
Assess
We look honestly at where your business stands today, not where you wish it stood.
02
Prioritize
Out of everything that could be worked on, we identify what actually matters most right now.
03
Strategize
We build a specific plan for your business, not a generic playbook.
04
Execute
You put the strategy into action in your business, between sessions.
05
Evaluate
We look at what worked, what didn't, and what the results are telling us.
06
Adjust
We refine the strategy based on real results, not guesswork.
This cycle repeats throughout your program, so coaching stays focused on what your business actually needs, not a fixed script.
This Is Coaching, Not Outsourcing
You receive strategy, direction, expert guidance, honest feedback, and clear action steps.
You are responsible for implementing the strategy in your business.
This is advisory and coaching support — not a default done-for-you service.
Frequently Asked
Questions
Everything you need to know about our Tax Business Coaching programs.
Is this tax preparation training?
No. Fresh Start offers separate tax preparation education. Tax Business Coaching does not teach you how to prepare a return. It teaches you how to build, structure, and grow the business behind the returns you already know how to prepare.
Do I need to already own a tax business?
Not for the Tax Business Accelerator. It's built for tax professionals who are starting, structuring, or strengthening a business, including preparers and EROs still establishing themselves. The Tax Business CEO Advisory is built for established owners with an existing client base and revenue.
What is the difference between the Tax Business Accelerator and the Tax Business CEO Advisory?
The Tax Business Accelerator is a focused, 6-week engagement built around clarity, structure, and strategy for a business that's starting out or needs to get organized. The Tax Business CEO Advisory is a 5-month, bi-weekly engagement built around growth, infrastructure, and scale for an established business ready to become a stronger company.
Is the coaching customized?
Yes. Coaching is built around your business, not a fixed curriculum. We identify your priorities together based on where your business is right now, and not every engagement covers every possible business area — we focus on what matters most for you.
Will you build my systems for me?
Not as a default part of coaching. In every session you receive strategy, direction, expert guidance, honest feedback, and clear action steps. What you won't receive, unless separately arranged, is someone else doing the work for you — this is coaching, not a done-for-you service.
Does coaching include tax software?
No. Tax software is offered separately through Fresh Start's Tax Software Packages. Tax Business Coaching focuses on helping you use whatever tax software you already have as a business tool, not just a filing tool.
What if I am not ready for full coaching?
Start with a Tax Business Strategy Session: a focused private strategy session designed to identify your biggest business gaps, clarify your priorities, and give you clear next steps before committing to a full coaching program. It's $497 and gives you direction without requiring a full coaching commitment.
Are payment plans available?
Yes. Stripe Payment Plans are available at checkout for both programs. Simply select your preferred payment option when completing your enrollment.
What happens after I enroll?
For the Tax Business Accelerator: after enrollment, you'll receive a welcome email with your next steps, complete a brief business intake form, and receive instructions for scheduling your first coaching session. Your intake information helps us understand your current business, goals, challenges, and priorities so we can make the first session productive from the start. For the Tax Business CEO Advisory: once your application is approved and enrollment is completed, you'll receive onboarding instructions, complete a detailed business intake, and schedule your first advisory session. We'll use that information to identify your immediate priorities and establish the focus for the engagement.
Are results guaranteed?
No specific results are guaranteed. You'll leave sessions with strategy, direction, and clear action steps — transformation happens when those strategies are implemented. The clients who see the greatest results are the ones willing to execute between sessions, not just show up to talk.