Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting πͺ
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3 playbooks
Joined: 2026-03-02 Β· Last active: 2026-03-15
About
Speaker & Author Helping Tax Advisors Become Balanced Millionaires | Founder of TaxPlanIQ | 2025 Most Powerful Women in Accounting πͺ
Expertise: Education & Coaching, Finance for Operators
Published Playbooks
The 10-Day Tax Planning System [Education & Coaching] β Unlock a proven 10-day framework that enables CPA firms to close high-value advisory engagements ($10K-$50K) by delivering tailored tax-planning stratβ¦
The Balanced Millionaire Advisor Edition [Education & Coaching] β Gain access to Issue #1 of The Balanced Millionaire β Advisor Edition with free reading this week and an exclusive path to the full book at a special β¦
10-Day Tax Planning System [Finance for Operators] β Unlock a proven 10-day framework that helps CPAs close high-value advisory engagements quickly by identifying the right 3β5 strategies for each clientβ¦
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