✅ What to Do During the Off-Season

Many tax pros take the summer off, but let’s be honest,that’s not what bosses do. Off-season is your growth zone.

Here’s what you should be doing NOW:

🔹 1. Review Your Client Data

• How many returns did you process?

• Which types brought in the most revenue?

• Who came back and who didn’t?

👉 Use this info to map out your “ideal client” and create stronger strategies for next season.

🔹 2. Survey Your Clients

Send a quick 3-question email:

• What did you love about our service?

• What could we do better next season?

• Would you refer us to a friend?

Feedback is a free roadmap to next-level service.

🔹 3. Organize & Audit

Go through your:

• CRM & Client Notes

• Bank Applications

• Software Settings

• File Security & E-Sign Docs

💡 Fix the friction now so tax season feels smoother later.

💸 Building Your Summer Income Streams

Your business doesn’t need to “hibernate” in the heat. Use the summer to create new money channels that don’t rely on filing returns.

🔹 1. Offer Business Services:

• Bookkeeping

• LLC Formation

• EIN/Operating Agreement Packages

• Quarterly Tax Planning

These services solve year-round problems and bring in steady income.

🔹 2. Create Digital Products:

• Tax prep checklist

• Budgeting templates

• E-books or mini-courses for new filers

💰 Use platforms like Canva, Gumroad, or Stan Store to sell them.

🔹 3. Host a Paid Workshop or Webinar

Teach others what you know—whether it’s tax basics, small biz finances, or filing tips.
Charge $49–$99 and upsell into 1:1 consults or future services.

🔧 Prep for Next Season: What to Keep, Cut, and Correct

Growth isn’t about doing more—it’s about doing what works better.

✅ KEEP:

• Clients who paid on time and respected your process

• Systems that saved you time (client portals, CRMs, automations)

• Offers that converted (bundles, referral incentives)

🛑 CUT:

• Freebies that cost too much energy

• Pricing models that left you burnt out or underpaid

• Clients who ghosted, argued, or disrespected your boundaries

🛠 CORRECT:

• Onboarding experience: Was it seamless or confusing?

• Marketing strategy: Were you consistent or last-minute?

• Profit plan: Did you hit your money goals or miss the mark?

Now is the time to make those CEO-level decisions that align with your time, peace, and bank account.

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