PRACTICE MANAGEMENT MASTER CLASS
Make More Money. Create Less Stress.
Take Back Control of Your Practice.
Being a great tax professional does not automatically make you a great business owner.
Nobody taught you how to price your services. How to manage client expectations. How to create processes that don't fall apart during tax season.
How to build a team that actually makes your life easier. Or how to create boundaries without feeling like you're providing terrible customer service.
And eventually, what started as a way to build a successful business can start feeling like a business that owns you.
That's what the Practice Management Master Class was created to change.
One-time program price: $997
THE REAL CHALLENGE
You can know the Internal Revenue Code backward and forward and still have a practice that's chaotic, stressful and not nearly as profitable as it should be.
Because tax preparation and practice management are two completely different skill sets.
After managing tax practices since 1989, I've seen the same problems over and over:
Tax professionals who are undercharging while working ridiculous hours.
Clients controlling deadlines and communication.
Processes that exist mostly in someone's head.
Owners afraid to delegate—or hiring people without knowing how to manage them.
Pricing based on what everybody else charges instead of what it actually costs to operate a profitable practice.
Professionals adding more and more clients because they believe more returns = more money.
It doesn't have to work that way.
IMAGINE SOMETHING DIFFERENT
Imagine going into tax season knowing:
Who you want to work with—and who you don't.
What you're going to charge—and why.
How and when clients will communicate with your office.
Exactly how work moves through your practice.
What your team is responsible for.
What your internal deadlines are—and what happens when clients miss them.
And most importantly...
Knowing that increasing your income doesn't automatically require increasing your workload.
That's the practice we're working toward.
Not perfect. Not completely automated. Not a business where clients can't reach a human being.
A profitable, intentional, professionally managed tax practice that still provides exceptional client service without requiring you to sacrifice your life to provide it.
THE PROGRAM
A practical, self-paced program designed specifically for tax professionals who want to improve the way they operate their practice.
BUILT FOR REAL TAX PRACTICES
PMMC is an 8-module, on-demand program designed specifically for tax professionals who want to improve the way they operate their practice.
There are no weekly meeting times to work around and no need to rush through the material. Go at your own pace.
Watch a module.
Complete the corresponding exercises in your Practice Management Workbook.
Look at how you're currently doing things.
Make decisions.
Implement the changes.
Then move on.
Because watching eight videos isn't going to change your business.
YOUR ROADMAP TO A BETTER PRACTICE
Eight focused modules covering the decisions, systems, and strategies behind a professionally managed tax practice.
Before we start fixing things, we need to know what you're actually building.
You'll take an honest look at your current practice, where you want it to go, and what needs to change to get there.
Because bigger isn't automatically better.
The goal is to build the practice you actually want to own.
Not every person willing to pay you needs to become your client.
We'll look at who you serve best, which clients are profitable, which clients create unnecessary friction, and how your policies, pricing and positioning help the right clients self-select into your practice.
You don't need everybody. You need the right people.
Pricing shouldn't be based on fear. Or what the preparer down the street charges. Or what you think your clients will tolerate.
Pricing is a business decision—including your time, expertise, expenses, capacity and the value you provide.
The objective isn't simply to charge more. It's to price intentionally.
Many "difficult client" problems aren't actually client problems. They're expectation problems.
We'll look at communication, boundaries, deadlines, appointments, document collection and the systems that teach clients how to work with your firm.
Great service doesn't mean unlimited access.
You can take excellent care of clients without giving them control of your business.
Part 1: From Appointment to Preparation
Chaos happens when everyone is relying on memory instead of a process.
In Part 1, we'll walk through the systems that move a client through your practice—from scheduling and the client interview to documentation, expectations, workflow tracking and getting the return into preparation.
You'll learn how to create repeatable processes that keep work moving, establish accountability and help make sure nothing falls through the cracks.
Part 2: From Draft to Done
Now we follow the return through the rest of the process.
Part 2 digs into the systems behind reviewing, checking and completing the work—including quality control, documentation, intentional redundancies and the procedures that help catch mistakes before they become problems.
The goal isn't simply to get returns out the door. It's to create a consistent process that protects your clients, your team and your practice.
Hiring someone doesn't automatically reduce your workload.
Sometimes it just gives you another person to manage.
We'll talk about roles, responsibilities, delegation, expectations and creating a team that actually supports the business you're building.
The goal isn't simply having employees. It's creating capacity.
You're responsible for incredibly sensitive information.
We'll address the operational side of protecting your clients, your practice and yourself—including security, documentation, policies and procedures that shouldn't be ignored just because tax season is busy.
Compliance isn't glamorous.
Neither is explaining why you didn't have it.
THE IMPLEMENTATION WORKBOOK
FROM INFORMATION TO IMPLEMENTATION
Your Practice Management Workbook is an important part of PMMC.
Throughout the eight modules, you'll use it to evaluate your existing practice, answer the uncomfortable questions, make decisions and document the changes you want to implement.
This isn't homework for the sake of homework.
It's where you take:
"That's a really good idea."
"This is how we're going to do it in my office."
RETHINK WHAT GROWTH LOOKS LIKE
One of the biggest mistakes I see tax professionals make is assuming growth means more clients. It doesn't have to.
1,000 Clients
× $100
Annual Revenue
$100,000
More returns. More transactions. More administrative demands.
100 Clients
× $1,000
Annual Revenue
$100,000
Fewer returns. More room for intentional service, systems and capacity.
Same revenue.
Two VERY different businesses to operate.Sometimes the path to a more profitable practice isn't doing more.
Experience You Can Actually Use
I've spent more than 35 years working in and managing tax practices. I've seen the industry change, technology evolve, and client expectations shift.
I've made mistakes, fixed processes, managed teams, dealt with difficult clients, changed pricing, and rebuilt systems.
I've even rebuilt a tax practice when things didn't go according to plan.
I've seen what happens when business owners work harder instead of building better systems. And I've learned what actually makes a practice more profitable, manageable, and sustainable.
And yes, some of those lessons were learned the hard way.
You don't have to learn every one of them that way.
TEACH ME WHAT ACTUALLY WORKS →Don't Just Take My Word for It
Here's what tax professionals have shared about putting these ideas to work in their practices.
Enrolling in Demi's Practice Management Masterclass last year was a game-changer for my tax business.
It equipped me to confidently set pricing and implement crucial changes, such as creating an efficient system, collecting comprehensive client information, and hiring the right team members.
The turning point? Charging a bold $4,110 for a complex S-Corp, a significant jump from my usual $1,200, and watching the client pay without hesitation.
Demi's practical strategies were exactly what I needed — a refreshing approach that impressed me enough to sign up for her coaching.
With Demi's guidance, my firm has soared, achieving a remarkable 35% year-over-year growth to $50.2K in six months this tax year!
I now feel empowered to implement her winning formula in my Tax Practice!
I love the hands-on attention this program provides you, the investment I have made in taxes coaching is definitely helping me to change the direction of my current tax firm operations, to become more efficient and effective, increase revenues, and scale up.
Words can not describe how grateful I am to be a part of this community.
If you are wanting to learn about operating a successful tax business and learn the education component of taxes, hands down this is definitely the program for you.
Make the sacrifice and invest in yourself today!
I highly recommend Demi Woodson of Beyond 415 Tax Coaching.
From her coaching I better learned to set boundaries in my tax practice and to better identify and deal with various client personalities.
I am now better at troubleshooting and pivoting in my office when stuck on a task.
Her coaching results in a great value for any tax practice.
Let's Make Sure We're a Good Fit
This program is designed for tax professionals who want to make intentional decisions about the business they're building.
Sound Familiar?
Let's Be Clear
Or maybe things aren't terrible at all. You simply know they could be better.
You don't have to wait until your practice is on fire before you improve how you run it.
I don't believe there's one perfect way to run every tax practice.
PMMC teaches you what to evaluate, what questions to ask, and how to make better decisions about YOUR business.
A FEW THINGS YOU MAY BE WONDERING
Making changes to your practice is a big decision. Here are a few things worth knowing before you get started.
No. And that's intentional.
PMMC isn't about learning more tax law. It's about learning how to run the business behind the tax returns.
We focus on pricing, client management, systems, processes, staffing, security, compliance and the decisions that affect your practice's profitability and sustainability.
No. PMMC is an on-demand, self-paced program.
You don't have to arrange your schedule around weekly classes or worry about missing a session during tax season.
Work through the modules when it makes sense for you and your business.
There's no one-size-fits-all timeline.
The program includes eight modules, but the goal isn't simply to finish watching eight videos.
The goal is to implement what you're learning. Give yourself time to evaluate your current practices, complete the workbook exercises, make decisions and begin putting those decisions into action.
There's a Practice Management Workbook. And it's an important part of the program.
The exercises help you examine how your office currently operates, identify what needs to change and document the decisions you're making.
This isn't busywork for the sake of busywork. It's how you turn ideas into actual changes in your practice.
Absolutely not.
In fact, experienced professionals can sometimes benefit the most because they have years of habits, policies and processes to evaluate.
PMMC can also be valuable for newer professionals who want to build good systems before they spend years creating bad ones.
I'm going to help you understand how to make that decision for your own practice.
Your pricing should reflect your costs, expertise, capacity, the services you provide and the business you're trying to build.
Copying what the preparer down the street charges isn't a pricing strategy.
We'll work through the considerations that help you price intentionally and profitably.
PMMC is a self-paced educational program, not a one-on-one coaching package.
You'll work through the modules and corresponding workbook exercises independently, applying what you learn to your own practice.
Individual coaching is a separate service and is not included in the $997 program price.
Eight practical modules. One implementation workbook. A better way to run your business.
I'M READY. LET'S DO THIS. →YOUR PRACTICE. YOUR DECISIONS. YOUR FUTURE.
You already know how to prepare tax returns. Now it's time to build the systems, pricing, policies and processes that support the business you actually want to own.
HERE'S WHAT YOU'RE GETTING
YOUR ONE-TIME INVESTMENT
$997
One program. Eight modules.
A better way to run your practice.
Self-paced, on-demand training.
Individual coaching is not included.
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