TAX BUSINESS COACHING & ADVISORY
You Already Know Taxes. Now Build the Business.
Coaching for tax preparers, EROs, and tax office owners ready to run their business like a business, not just survive another tax season.
Tax software gives you the tools. Tax education teaches you the skill. Tax Business Coaching with Dr. Eukeethia Barnes helps you build the company around them. If you can prepare a return, but pricing, marketing, systems, staffing, and growth still feel like guesswork, this is the missing piece.
Preparing Taxes and Running a Tax Business Are Two Different Skills
Most tax professionals were trained to prepare returns. Almost none were trained to run the business that prepares them.
That gap shows up fast once you're responsible for pricing, marketing, hiring, workflows, and growth—because those business skills usually aren't taught alongside the technical work.
Specifically, most tax professionals were never taught how to:
- Price their services strategically
- Build systems that don't depend on them personally
- Market consistently, not just during tax season
- Recruit, train, and manage staff
- Improve overall profitability
- Retain clients long-term
- Create year-round revenue
- Lead a team
- Build repeatable workflows
- Automate day-to-day operations
- Grow an ERO or service bureau
- Scale beyond themselves
There's a natural progression every serious tax business eventually has to make:
You don't have to want a huge company to make this progression. It isn't about size. It's about whether your business is being built on purpose, or rebuilt every tax season out of necessity.
Why Tax Professionals Work With Dr. Eukeethia Barnes.
A Tax-Industry Business Operator Who Coaches
Dr. Eukeethia Barnes is a serial entrepreneur, global business strategist, financial educator, author, and the Founder and CEO of Fresh Start Global Enterprise, with more than a decade of experience in business and financial services.
She didn't study entrepreneurship from the outside and decide to coach tax professionals. She built and operated businesses inside the tax industry, worked directly with tax software and service bureau operations, trained tax professionals, developed teams, and built the systems and infrastructure that turn a tax practice into an actual company.
That's the difference. She understands the business behind preparing a return, because she's operated one.
"I don't just coach you on preparing tax returns. I coach you on the business behind the returns."
That perspective is what Tax Business Coaching is built on: real operating experience inside this industry, applied directly to your business.
Our Coaching Services:
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
Private Advisory
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
Not ready to commit to a full program? 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. $497.
Need payment flexibility? Stripe Payment Plans are available at checkout. Simply select your preferred payment option when completing your enrollment. Please note that refunds are not provided as the services offered are customized specifically for your business, and the knowledge and expertise shared cannot be reversed or retrieved.
Does This Sound Like Your
Tax Business?
Tax Business Coaching is built for tax professionals who are good at the work and ready to get just as good at the business. You might be a fit if:
- You know taxes, but your business still lacks real structure.
- You're making money, but everything still depends on you personally.
- Every tax season feels like you're rebuilding instead of building on what already exists.
- You have clients, but no real systems behind them.
- You want to build a team, but you're not sure how to structure it.
- Your revenue has plateaued, even though you're working just as hard.
- Your business grew faster than your systems did, and it shows.
- You want revenue that doesn't disappear the day tax season ends.
- You're ready to move from preparer to ERO, from ERO to office owner, or from office owner to a stronger CEO.
- You know your business can produce more. You just need the strategy to get there.
If two or three of these sound familiar, keep reading.
Business Areas We May
Work On Together
Coaching is built around your business, not a fixed curriculum. Depending on where you are and what you need, we may work on:
STRATEGY & PROFITABILITY
Clarifying direction, priorities, and the plan behind your next stage of growth - plus the pricing, margins, and profitability decisions that determine where your money is actually being made or lost.
MARKETING & CLIENT GROWTH
A repeatable way to bring in clients, not just a busy-season rush, and keeping the clients you already worked hard to earn - while reducing how much of your income depends on January through April.
OPERATIONS & SYSTEMS
OPERATIONS & SYSTEMS
The systems that run your office when you're not standing in it, including the structure behind growing an ERO or service bureau model.
TEAM & LEADERSHIP
TEAM & LEADERSHIP
Hiring, managing, and developing the preparers and staff who run your business alongside you.
TECHNOLOGY & AUTOMATION
TECHNOLOGY & AUTOMATION
Using your tax software as a business tool, not just a filing tool, and building the CRM, workflow, and automation that don't depend on your memory.
GROWTH & CEO STRATEGY
GROWTH & CEO STRATEGY
Adding capacity, locations, or reach without losing control, building relationships that expand what you can do, and making decisions like the owner of a company, not just a preparer with a business license.
Coaching is customized to your business. Not every engagement covers every area above. We identify your priorities together, based on where your business is right now.
Which Program Is
Right for You?
|
Tax Business Accelerator
CLARITY → STRUCTURE → STRATEGY
Best for: Tax professionals who know the technical work but need a stronger business foundation.
YOU MAY NEED THIS IF:
WE MAY FOCUS ON:
Pricing • Client Growth • Workflow • Systems • Revenue Strategy • Accountability
THE GOAL:
A clearer, more organized tax business with a practical plan for what to do next.
$2,997
ENROLL IN TAX BUSINESS ACCELERATOR
|
Tax Business CEO Advisory
GROWTH → INFRASTRUCTURE → SCALE
Best for: Established tax-business owners who have built something and now need stronger leadership, infrastructure, and strategy to scale.
YOU MAY NEED THIS IF:
WE MAY FOCUS ON:
Profitability • Leadership • Team Structure • Systems • Automation • Growth Strategy • Infrastructure
THE GOAL:
A stronger company behind the tax business, with better systems, clearer leadership, and a strategy for sustainable growth.
$14,997
APPLY FOR TAX BUSINESS CEO ADVISORY
|
|
|---|---|---|
| Best For | Getting your business organized and strategically sound | Scaling an established business into a stronger company |
| Business Stage | Starting, structuring, or strengthening | Established, ready to grow and scale |
| Primary Focus | Clarity, structure, strategy | Growth, infrastructure, scale |
| Duration | 6 weeks | 5 months |
| Strategy Level | Focused roadmap | Extended strategic partnership |
| Accountability | Session-based accountability | Ongoing, bi-weekly accountability |
| Growth Focus | Foundational growth | Operational and organizational growth |
| Operational Focus | Core systems and workflow | Team, leadership, and infrastructure |
| Investment | $2,997 | $14,997 |
| Enrollment Method | Direct enrollment | By 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
In every session, you receive strategy, direction, expert guidance, honest feedback, and clear action steps for your business.
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.
You will leave our 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.
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.
Does coaching include tax preparation education?
No. Technical tax preparation education is offered separately through Fresh Start Academy. Tax Business Coaching focuses on the business behind the returns.
Is CEO Advisory for brand-new tax professionals?
Not typically. The Tax Business Accelerator is well suited to tax professionals early in building their business who need clarity and structure. The Tax Business CEO Advisory is built for established businesses further along.
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.