Solo to Scaled Mentorship

SOLO TO SCALED MENTORSHIP

Learn the Strategy. Implement It in Your Business.

Solo to Scaled mentorship combines live group coaching, a self-paced training community, and access to deeper 1-on-1 guidance for tax professionals who want more than information — they want help applying it to the business they are actually operating. Group mentorship and community access are included with every Solo to Scaled software package.

EXPLORE PACKAGES BOOK A 1-ON-1 CALL

Group Coaching Self-Paced Courses Live Trainings Paid 1-on-1 Guidance

THE 4-WEEK ACTIVATION SPRINT

Group Coaching Built Around Implementation.

The Sprint is not four weeks of sitting on Zoom taking notes. Each week gives you a clear focus, then pushes you to activate the strategy inside your own business while you have coaching and support around you. This group mentorship experience is included with every Solo to Scaled software package.

WEEK 1

Build Your Blueprint

Activate your CRM, local foundation, and authority messaging so the right clients can find and understand you.

WEEK 2

Marketing on Autopilot

Turn on AI-powered phone, social media content, and SEO support on top of the foundation you activated.

WEEK 3

From Business to Business Owner

Put a team-growth strategy in place so production and income can expand beyond what you personally prepare.

WEEK 4

Sell While You Sleep

Launch ads, partnerships, your Ad Campaign Manager, and a warm sales process designed to attract instead of chase.

This is group coaching. You are learning alongside other tax professionals while applying the work to your own operation.

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NEED MY EYES ON YOUR BUSINESS DIRECTLY?

Book Focused 1-on-1 Time.

If you want a private strategy session around your specific business, offer, operations, team, marketing, pricing, or next move, book a call and use the time where you need it most.

BOOK A CALL

THE SELF-PACED COMMUNITY

Training You Can Return to Whenever You Need It.

The community houses a growing course library covering the tax business from preparation and operations to team growth, pricing, marketing, revenue expansion, mindset, and Service Bureau ownership. Community access is included with every Solo to Scaled software package.

Foundation

Level 1: Start Here

Revenue

Fast Money Moves

Tax

Level 2: Tax Law & Return Mastery

Team

Level 3: Team Growth Strategies

Marketing

Level 4: Money & Marketing

Pricing

Pricing Your Services

Bank Products

Level 5: Bank Product Blueprint

Operations

SOPs, Systems & Staff

Sales

The 6-Figure Funnel Formula

High Ticket

Your First $10k Client

Growth

Off-Season Growth Playbook

Digital Revenue

Sell While You Sleep: Digital Product Revenue

Services

Credit Repair As A Service

Mindset

Million Dollar Mindset: Expanded

Ownership

Ownership: Service Bureau Blueprint

Strategy

Kash The Strategist

Library

Replay Vault

Work through the courses in sequence or jump directly to the area your business needs right now. The library is there to support both seasonal execution and year-round growth.

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HOW TO USE MENTORSHIP

Choose the Level of Support You Actually Need.

Some people need a sprint. Some need a library. Some need private guidance. The goal is not to force everybody into the same kind of support.

01 · IMPLEMENT

Join the Group Sprint

Best when you want structure, deadlines, coaching, and a focused implementation window.

02 · LEARN

Use the Self-Paced Library

Best when you want to learn at your own pace and return to specific business topics when needed.

03 · GET PERSONAL

Book 1-on-1 Strategy Time

Best when your business has a specific decision, bottleneck, opportunity, or problem that needs direct guidance.

ONGOING 1-ON-1 BUSINESS MENTORSHIP

Already Have the Tools? Keep the Guidance.

If you do not need software, a package, or another system from us — but you do want consistent, private guidance while you operate and grow your existing tax business — this is the standalone mentorship path.

This is for the business owner who wants a strategic sounding board, help working through real operating decisions, and ongoing access to guidance without purchasing the rest of the Solo to Scaled ecosystem.

$2,599

12 Months · Standalone 1-on-1 Mentorship

Ongoing private business guidance
Strategy around your active operation
Support working through growth decisions
Guidance tailored to what is happening in your business now
No software or package purchase required

APPLY FOR ANNUAL MENTORSHIP

COMPANY

CUSTOMER CARE

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